Like thousands of small business owners, you started with QuickBooks to run your business. The platform provided all the tools you needed when your business was in its infancy, but as you grew, it became clear that QuickBooks could not cover all of your needs.
Now, it’s time for a replacement. We recommend the Oracle NetSuite enterprise resource planning (ERP) platform for your growing business to streamline accounting, finance, and other critical areas of your business in one location.
If you’re concerned about the effort required to make the change, especially when it comes to your business data, don’t worry. You can make the shift seamless by taking advantage of built-in NetSuite data migration tools. Here’s how it works.
What’s Data Migration, and Why Does It Matter?
Data migration is the process of moving digital information from one platform to another. Your primary focus is migrating QuickBooks data to NetSuite. You may also need to migrate data from other software tools that you use to bring all of your data into one platform. NetSuite makes all of this simple.
The key is having a plan for the migration. Our team of experts can help with this during a NetSuite implementation project. This way, the data migration process results in moving accurate and complete data in your new ERP system.
Planning the migration will help you keep your move to NetSuite on budget and time.
Ready to Move? The Importance of NetSuite Data Migration Tools
NetSuite includes several migration tools designed to help you move data onto the new platform. For instance, you can move your data directly from QuickBooks to NetSuite using their tools. However, you don’t want to move all of your data.
You only need to move what you need. Otherwise, you could incur unnecessary costs importing duplicate or outdated data. You will also lose a lot of time trying to filter out data in the new platform. Instead, you want to address the data before migrating to NetSuite.
Specifically, we suggest that you do the following before making the move to NetSuite.
Create a Team
Even if your business is fairly small, you would be surprised by the huge amount of data generated by your company. Sorting through all of it would be impossible for one person to complete. That’s why you need a team in place.
Finlyte can come alongside your team to create a strategy for what data should be moved to NetSuite. We can then execute specific tasks, such as determining how to clean the data, which includes fixing errors and removing duplicate files.
Map Your Data
Before data can be cleaned, it will need to be mapped first. Our migration team will oversee this process as well.
Data mapping is a critical step because it involves finding all of your important business files. The team will examine the data in applications such as QuickBooks and identify any inconsistencies that must be addressed.
The data will then be mapped following the ERP database’s structure. Otherwise, NetSuite’s automation tools won’t be able to recognize and import the information.
Choose What to Migrate
During mapping, your team will likely discover that your QuickBooks software is weighed down with outdated information. It may also contain legacy data not required on your new platform.
Our migration team will help determine which files should be left behind and which need to be transferred to NetSuite. If data needs to be kept but doesn’t belong on your ERP platform, it can be stored on an offline server.
Migrate and Validate
Once data has been cleaned and mapped, you are ready to migrate it. NetSuite’s tools will automate much of the process, saving you time and money.
Still, validating and testing the data before going live is essential. Our team will test the data in NetSuite before your team starts using the platform. We strive for a comprehensive review to prevent headaches later on.
Make Your Migration Frictionless with Finlyte
Leveraging NetSuite data migration tools will save you plenty of hassle during your transition away from QuickBooks and other software tools. Working with Finlyte will make the switch even easier.
Finlyte specializes in migrating growing businesses to NetSuite ERP. Our team of experts can handle everything from planning the move to mapping your data.
– If you’ve outgrown QuickBooks, there is a better way. We are prepared to set up NetSuite ERP to meet your company’s needs. To learn more, schedule a consultation today.
