Create a Seamless Data Migration Solution for Your Business

Effortlessly transition your detailed legacy financial data during your NetSuite implementation.

Don’t Sacrifice Your Detailed Transaction Data

Importing detailed transaction data used to take days; the process was inaccurate and incredibly complex. There was a significant risk that the data would be incorrect at the go-live date. As a result, implementation partners didn’t recommend importing detailed transaction data during a NetSuite implementation. Our process creates a streamlined pathway for transitioning your organization's financial data onto NetSuite, including

Migrating Detailed Transaction Data

Keep your detailed transactions during your NetSuite implementation. We use a combination of approaches to move your data seamlessly and accurately during your implementation.

Audit Documentation Package

Our audit documentation package is customized to supply you with the documentation to make your financial auditors comfortable with your NetSuite implementation process.

Segment Map

We create a bridge file that maps out segmented data and values between your legacy system and NetSuite. The segment map will illustrate how your data was transferred from the legacy system.

The OptimalData Way

Here is an overview of what to expect if you partner with OptimalData for your data migration project.

  • Introduction / Discovery Call

    We will (1) determine your data migration needs, (2) discuss fit and timing, and (3) evaluate data migration approaches.

  • Engage

    We will (1) approve the proposal and pay the upfront fee, (2) review and sign the contract, and (3) provide OptimalData access to the legacy system and NetSuite.

  • Finalize Data Migration Approach

    We will (1) approve the data migration memo, (2) review the segment map file, and (3) prepare the NetSuite instance for the data migration.

  • Load the Master Records

    We will (1) export data from the legacy system, (2) clean the master records, and (3) prepare and import CSV templates into NetSuite.

  • Load Batch 1 Data

    We will (1) import transactions for all closed periods, (2) validate the trial balance and subledger balances, and (3) lock accounting periods to prevent changes.

  • Load the Final Batch of Data

    We will (1) load new master records created since the initial batch, (2) import the remaining transactions after closing the legacy system, and (3) validate the remaining trial balance and subledgers.

  • Deliver Audit Documentation Package

    We will (1) provide final documents for financial statement auditors, (2) provide post-go-live support for data migration concerns, and (3) pay the final fee.


OptimalData's Pricing

Our pricing is based on the volume of transactions migrated to NetSuite and the detail level of that migration. OptimalData's value is:

Our hands-on approach

We export, clean, and validate your legacy system's data so you don't have to.

Our Timeline

We import thousands of transactions in days, not weeks. 

Our Promise

Your trial balance and aging reports will tie between NetSuite and the legacy system.

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.


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.


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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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