Migrating Data Efficiently from GP to NetSuite

7 Steps to a Successful Migration from GP to NetSuite

You’ve probably heard the expression “failing to plan is planning to fail” and this philosophy definitely resonates on the software migration front. Without good advanced planning, companies may wind up facing significant disruptions to their operations, unexpected costs, and even data loss.

A poorly planned migration can also lead to prolonged downtime, system instability and productivity declines—all of which can impact customer satisfaction and overall business performance.

Here are 7 steps to incorporate into your own migration plan as you move from GP to NetSuite:

1. Kick things off with a careful assessment. Decide which data from GP needs to be migrated. This includes customers, vendors, transactions, inventory, and your chart of accounts. Understanding the scope of the migration helps in planning and resource allocation.
   
   
2. Clean and standardize your data. Remove duplicates, correct errors, and ensure that all data follows a consistent format. This step is crucial for maintaining data integrity during the migration.
   
   
3. Backup your data. Make sure you have a complete and secure backup of all your GP data, including financial data, customer and vendor information, and inventory data. Be sure to segment this data into the appropriate categories before transitioning it over to NetSuite.
   
   
4. Establish a clear mapping between fields in GP and NetSuite. Identify corresponding fields in both systems ensuring that the data types and formats are compatible. Proper mapping helps prevent data loss and maintain financial record accuracy.
   
   
5. Choose the right migration tools. Select appropriate tools or services to facilitate the migration. Celigo, Boomi, Scribe and Jitterbit all offer pre-built integrations and customizable options to suit various business needs.
   
   
6. Start with a pilot first. Conduct a pilot migration with a small subset of your data. Then proceed with the full migration once you’re confident in your migration plan.
   
   
7. Conduct thorough testing to ensure that all data has been accurately transferred. Verify data integrity, check system performance and ensure that all workflows and processes are operating correctly. Address any discrepancies or issues promptly.

To learn more, see our related content below:

CONSIDER GSI AS YOUR NETSUITE IMPLEMENTATION & SUPPORT PARTNER

Ultimately, businesses implementing NetSuite need help from a partner who is both an expert in NetSuite and ready and able to consult on the client company’s pain points and objectives.

Using a knowledgeable implementation and support partner, you can roll out a transformative business software system to address current pain points and build a stable relationship with experts who can help adapt and scale the platform as your business grows.

GSI is the #1 Ranked NetSuite Solution Provider by G2, with a senior-level, 100% US-based NetSuite implementation and NetSuite support teams, all of whom average 10+ years of experience in the NetSuite ecosystem. By applying industry best practices and insights, we enable clients to fully leverage NetSuite, enhancing their processes, decision-making, and performance. Our team collaborates closely with clients to align NetSuite's capabilities with their strategic goals, fostering long-term partnerships through transparent communication and ongoing support.