Data Conversion

NetSuite, Intacct, Zoho CRM - Data Migration & Conversion Services

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Our group is very proficient at converting data from existing legacy CRM, ERP and Accounting systems to new fully integrated web based solutions like NetSuite, Intacct and Zoho CRM.  Data migration phases consist of design, extraction, cleansing, loading and final verification.  We take a consultative approach to developing and successfully delivering a custom / tailored data migration strategy that will fit your requirements.  Every implementation is unique and templated (cookie cutter) data conversions usually are not very successful. 

Data conversions start with extracting data from your legacy systems.  We are very experienced at exporting data from systems for example: QuickBooks, PeachTree, ACT, Goldmine, DOS based, Unix Based, and multiple other window based CRM, ERP and Accounting solutions.  Before importing into NetSuite ERP, Intacct Accounting or Zoho CRM, legacy data needs to be cleansed, scrubbed, de-duplicated and properly formatted, which will improve the quality, eliminate redundant or obsolete information and match the requirements of the new solution.  After the final data conversion we conduct a thorough data verification process to determine that the data was accurately translated and is complete.

  • Migrate master, open and historical records.  (Examples: Leads, prospects, customers, items, chart of accounts, vendors, employees, sales history, general ledger history, accounts receivable, accounts payable, sales orders, purchase orders, inventory balances, banking, payroll, etc..)
  • Very proficient in using Excel for scrubbing and formatting data utilizing formulas like Vlookups, transpose, concatenations, filters and multiple other functions.
  • Utilize multiple data integration tools like CSV Imports, Web Services, Boomi and Scribe for NetSuite ERP, Intacct Accounting and Zoho CRM.
  • Also have the experience and expertise to build custom developed integrations for NetSuite, Intacct and Zoho CRM.

 We make implementations EASY!

“When business software is setup correctly, people fully understand the capabilities and possible uses, and are adequately trained. Business software should improve your company’s productivity and provide strong information reporting structure.”

NetSuite Services Include: NetSuite Data Migration, NetSuite Data Conversion, NetSuite CSV Data Imports, NetSuite Web Services, NetSuite SuiteTalk, NetSuite Java Script, NetSuite SuiteScript, NetSuite Custom Integrations, NetSuite Customization, NetSuite Consulting and NetSuite Implementation.

Intacct Services Include: Intacct Data Migration, Intacct Data Conversion, Intacct CSV Imports, Intacct Web Services, Intacct Java Script, Intacct Custom Integrations, Intacct Customization and Intacct Implementation.

Zoho CRM Services Include: Zoho CRM Data Migration, Zoho CRM Data Conversion, Zoho CRM CSV Imports, Zoho CRM Web Services, Zoho CRM Java Script, Zoho CRM Custom Integrations, Zoho CRM Customization, Zoho CRM Consulting, Zoho CRM Trainer, Zoho CRM Support, Zoho CRM Developer and Zoho CRM Implementation.