CLOUD CRM, ERP AND ACCOUNTING - Data Conversion & Migration Services
Our group is very proficient at data conversion from existing legacy CRM, ERP and Accounting systems to new fully integrated web based solutions like NetSuite and 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 like: QuickBooks, PeachTree, ACT, Goldmine, DOS based, Unix Based, and multiple other window based CRM, ERP and Accounting solutions. Before importing into a new CRM, ERP or Accounting solution, 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, Scribe and others.
- Also have the experience and expertise to build custom developed integrations for NetSuite and CRM.
“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.