Why Work with OptimalData?

OptimalData specializes in helping clients accurately and seamlessly transition detailed transaction data from their legacy system into NetSuite. We focus on accurately importing your data into NetSuite, so your implementation stays on schedule. Our expertise brings you peace of mind and helps you and your implementation partner save time and reduce data migration risk.

FAQs

As of March 2024, we have experience with:

  • QuickBooks Online (49 clients)

  • QuickBooks Desktop (28 clients)

  • NetSuite-to-NetSuite (5 clients)

  • Sage (3 clients)

  • Intacct (2 clients)

  • Xero (2 clients)

  • Great Plains (2 clients)

  • Dynamics (1 client)

  • Epicor (1 client)

  • SAP (1 client)

  • Oracle Fusion (1 client)

  • Expandable (1 client)

We also helped a client with a custom ERP.

Is your system not on the list? We can still help! Contact me to find out more.

A typical OptimalData data migration project costs between $10,000 and $15,000, depending on your transaction count. I typically recommend one to two years' worth of detailed transactions and summary trial balances for earlier years, which maximizes your cost/benefit ratio.

If you are unsure what is best for your situation, contact me today so we can discuss your options.

No! We focus only on data migration. We partner with implementation partners to ensure you have a successful transition to NetSuite with complete and accurate data.

Yes. OptimalData has the tools and experience to do this. Contact us to learn more.

Yes. We've helped several clients get their historical data fixed after going live with NetSuite.

Our current sweet spot is NetSuite. However, contact us if you want to explore if our approach will work for your system. Our process creates CSV files for uploading data, which ERP systems generally support.

Ideally, we start working on your project at the beginning when you are loading the master records to NetSuite. The mapping exercise is the most complicated part of the project. However, we've successfully hit go-live dates for clients signed within one week.

Currently, we do not have a method to include attachments on legacy transactions.

Check out my blog article on finding the unique transaction count for QuickBooks Online, QuickBooks Desktop, or NetSuite.

If you have a different legacy system, contact me and I can help you calculate the unique transaction count.

Resources

Great Plains to NetSuite data migration

Recent Post

How to Export Summary Trial Balance Data from Great Plains to NetSuite

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Implementation Resources

Do you want to learn more about NetSuite implementations? Dive into the implementation planning process, financial data segmentation, and best practices.

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Reporting Resources

Learn tips and tricks for optimizing reporting your financial data inside NetSuite.

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Make Your NetSuite Implementation Effortless

Let’s discuss how we can create a tailored strategy to import your detailed transactions.

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