Your data, moved precisely.
Whatever system you're on today, we'll move what you need into NetSuite. Every field is mapped, the data is cleaned, the whole load is tested in a sandbox, and the results are checked against your old system before you go live.
| Old field | NetSuite field | Rows | Status |
|---|---|---|---|
| Part Number | Item Name/Number | 4,812 | Mapped |
| Description | Display Name | 4,812 | Mapped |
| UOM | Units Type | 4,812 | Cleaned |
| Default Vendor | Preferred Vendor | 4,655 | Mapped |
| Kit Components | Kit Members | 186 | Mapped |
| Default Location | Preferred Location | 4,790 | 22 to decide |
If you can export it, we can move it
We've been through a move off Fishbowl ourselves. The same method works for whatever holds your data today, even if it's a stack of spreadsheets.
- Fishbowl
- QuickBooks
- Sage
- Spreadsheets & CSV
- Access & SQL databases
- Other ERPs
- Other CRMs
What we move
- Customers, contacts and addresses
- Vendors and what they supply
- Items, kits and assemblies
- Price levels and customer pricing
- Stock on hand by warehouse and bin
- Open sales orders, quotes and purchase orders
- Open invoices and bills
- Sales history, notes and attachments
Six steps, nothing skipped
The order matters. Every load is rehearsed in a sandbox before your live account sees a single record.
Take stock
We list every source and what's in it, and agree with you what moves and what stays behind.
Map every field
Each old field gets a NetSuite home, written down and signed off, like the map above.
Clean it up
Duplicates merged, spellings fixed, and missing values filled in or flagged for you to decide.
Test-load in a sandbox
The whole load runs in a copy of NetSuite, as many times as it takes to come out right.
Check it against the old system
Record counts, stock quantities and open balances have to match before we go further.
Go live
The final load runs at a quiet time, then we check it with your team on day one.
What has to match before go-live
| Check | What we compare |
|---|---|
| Record counts | Customers, vendors, items and contacts in NetSuite against the old system |
| Stock | Quantity on hand for every item, warehouse and bin |
| Open balances | What customers owe you and what you owe vendors, in total and by account |
| Open orders | Every open sales order and purchase order, line by line |
| Spot checks | Records your own team picks at random, looked at side by side |
Tell us what you're moving from
Send us the system and a rough idea of the data. We'll tell you what it will take.