One of the most important activities of a new cloud data storage package is to Import data in its original format. Netsuite can import data from any database package with minimum data migration hassles in the original format. The fields and properties of data remain same in NetSuite. When NetSuite imports data from an outside resource or a company migrates from legacy system to NetSuite, maintaining the same attributes and data fields are most important to maintain the same nature of the database.

NetSuite provides a number of options for importing various records types so bulk data import into NetSuite is not an issue. You do have to be careful though when importing data from scratch into NetSuite because different record types can be related. So, you need to be very careful of the dependencies that exist among these record types. If you plan for this contingency ahead of time though, you can be very successful.

We, a NetSuite development company, have compiled a list of the top data import options you can use for importing data into NetSuite, and the sequence of records that they should be applied on, for a clean, trouble-free data import process.

Data Import Options You Can Use

Below are some of the data import options you can use to import data into NetSuite.

Type your data into NetSuite

Use the Netsuite CSV Import Assistant

Use SuiteScript / WebServices for data import (this option requires technical skills though)

Identify the Best Data Import Option For You

Before you begin the data import process, you should first analyze your data to determine which Data Import Option would be best for that particular data set. Given below is a brief overview of the data import options you can use, and the sort of data each option is best for.

Manually type/enter your data into Netsuite – you can use this option if you only have a small set of data that you need to import

Use the NetSuite CSV Import Assistant – you should use this option if your data doesn’t require any additional processing. The only limitation with this method is that it only allows certain record types to be imported in NetSuite. So if your records are of a type that is not supported by this data import method, you’ll have to look for an alternative.

SuiteScript / WebServices – Although this option requires technical (development) skills, it is the most versatile data import option available, as it enables you to not only run additional processing on your data before importing, it also enables you to import any type of record into NetSuite.

Suggested Sequence of Records for Seamless Data Import

For a seamless and trouble free data import, you should import the records in sequence, into NetSuite.

Preparing for the Data Import

Below are some best practices that you should following when importing data into NetSuite. Performing these steps can help you save a lot of time.

• Plan for your data migration before doing anything else
• Determine how to map the data from your existing application into NetSuite
• Review the existing data
• Make sure all custom list options are enabled in NetSuite
• Make sure all custom record entries are enabled in NetSuite
• Make sure all your accounts are set up in NetSuite
• Make sure the segments (department, class, location) are set up NetSuite

Conclusion

The expert of Matrix Marketers explores that if you follow the above-mentioned practices when importing data into NetSuite, you can save yourself a lot of time and effort during the data import process. We follow these methods ourselves, in all of our NetSuite implementation, customization and NetSuite integration projects.

If you have NetSuite data import requirement you would like to discuss or would like to know more about our NetSuite development services, please get in touch with us.