NetSuite Data Migration
  • Overview
  • Loading The Data
    • Order of Data Load
    • Chart of Accounts
    • AR and AP Balances
  • Project Timeline
  • Best Practices
    • Reconciliation templates
    • Reconciliation Best Practices
    • Handling Historical Data in NetSuite Migrations
    • Use of external IDs
    • Foreign Currency Revaluations - AP and AR accounts
    • Data Import Templates
  • NetSuite To NetSuite Migrations
    • Overview
    • Trial Balance Data Extraction
    • Subsidiary Mergers vs Asset Acquisitions
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  1. NetSuite To NetSuite Migrations

Overview

Migrating data between two NetSuite accounts is a complex process due to the unique configurations of each account. Unlike transferring data within the same system, NetSuite accounts often differ significantly in terms of their setup, including:

  • Chart of Accounts: Each NetSuite account may have a different structure for managing financial accounts.

  • Subsidiaries: The use of subsidiaries and associated configurations can vary between accounts.

  • Custom Fields and Records: Each account may have custom fields, forms, and workflows that do not exist in the other account.

  • Data Structures: Variances in transaction types, reports, and saved searches can also add complexity.

As a result of these differences, there is no direct or automated way to transfer data between two NetSuite accounts. Instead, the data must be treated similarly to a migration from any external system. The process typically involves:

  1. Data Extraction: Extracting the relevant data (e.g., ledger transactions, customer data, or inventory records) from the source NetSuite account.

  2. Data Transformation: Aligning the extracted data to match the structure and configuration of the target NetSuite account. This can include mapping accounts, adjusting subsidiary relationships, or modifying custom fields.

  3. Data Loading: Importing the transformed data into the target NetSuite account using tools like CSV imports, SuiteScript, or APIs.

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Last updated 8 months ago

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