NetSuite Analytics Warehouse (NSAW) - Account mana...
# general
k
NetSuite Analytics Warehouse (NSAW) - Account manager is telling me that this IS the tool to migrate detailed (transactional) data instead of going through CSV process. Can someone confirm/deny/share experiences?
s
I would submit that bring Detailed Transaction history into a custom record is the way to handle that…. NOT bring it into actual transaction records. regardless of the tool.
k
interesting approach, @Sean Murphy, thank you for sharing. What are the benefits of custom record for data migration, can you please elaborate? Still, can I use NSAW for that in some manner?
s
you could use NSAW for that OR CSV. Benefits; TIME…. to bring historical transactional data into NetSuite as transactions into NetSuite you must do all of the following 1. ensure all Item/product data matches a NetSuite item…. this is usually a lot of work as it is typical during conversion legacy items are left behind and items tend to get renamed. 2. ensure all customer related data on the transaction data matches a NetSuite customer. again this is usually a process to get it to match 3. ensure all vendor related data on the transaction data matches a NetSuite vendor record. again this is usually a process to get it to match 4. create accounting periods for all historical transactions to land in…. THEN those periods should be reconciled and closed. 5. transactions created in this way either need to be taken all the way through the process….. Order,Bill,Fulfill,Pay…. Or Order, receive, bill, pay OR they need to closed. a. as a side note to this one I am sure there are a 1000000 opinions on this or ways to. handle it but that only accentuates my point. there is a lot in involved here. 6. make sure all of the pricing/costing information is correct historically otherwise your NetSuite reports will never tie out to the reports from your prior system and the auditors will never be happy. 7. more steps and more steps after that. To bring transactional data into NetSuite as Custom Records…. you create a custom record with text or number fields and import them. you can optionally create link to the new NetSuite customer records using External Ids and import the data. WAY less work for fewer failure points. This is a BIT of a simplification but its likely weeks less work.
k
thank you, Sean!! yes, if the goal is to move data at the transactional level - this seems to be the way to go. A lot of prep work goes into that though, and at this point I want to ask myself - self, is it worth and who is going to do this? I think this is the main consideration to have. Outside of this effort - yes, seems to be the way! thank you for sharing!
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