Introduction - NetSuite Migration
It is estimated that the global database migration market will grow to USD 9,887.6 million by 2030. This reflects how fast the trend has been increasing. Although the financial data migration is getting attention, the demand for non-financial data is also rising. Therefore, a high number of firms are currently migrating their platforms to Odoo to achieve flexibility and save some costs after using NetSuite.
Now, without a proper non-financial data transfer, the companies may face interruptions in
sales, inventory, and delivering customer service. So, this guide discusses the kind of data to
migrate, challenges, advantages, and features
Why Non-Financial Data Matters in ERP Migration?
The non-financial information constitutes the foundation of the daily business operations. Examples include customer profiles, product information, vendor records, workflows, and custom fields. In its absence, the teams would be unable to receive customer orders, manage inventories, and sustain customer relationships. Hence, a properly planned ERP data migration strategy will ensure that this critical information is transferred to the new platform effectively.
So, if you avoid non-financial records during NetSuite to Odoo data migration, it leads to lost
relationships, incomplete product catalogs, or even workflow breakdowns. So, knowing how to handle this data properly is very important. This way, the businesses can maintain the level of
their operations and guarantee that Odoo will be ready to work immediately.
Key Non-Financial Data to Migrate from NetSuite to Odoo
Effective NetSuite data mapping is essential because all the vital records are properly transferred. However, the types of data that are required are:
Customer & Contact Records
When you migrate customers from NetSuite to Odoo, you need to move the customer contact information, history of communication, and account preferences without losing anything. This ensures the sales and support teams will have full visibility of the customer from the start.
Vendor/Supplier Information
Collecting the correct vendor information ensures there are no disruptions to supply chains. Migrating addresses, payment terms, and contact history allows teams to be expeditious in processing purchase orders and negotiations with vendors.
Product Catalogs, SKUs, and Variants
When you migrate products NetSuite to Odoo, it's essential to transfer product descriptions, images, SKUs, and variant information. This ensures the details are valid for the eCommerce listings, inventory tracking, and pricing.
Sales and Purchase Orders
Historical orders help maintain accuracy in reporting and customer service. It impacts forecasting and prevents gaps along with transitions in active deals and deliveries.
Workflows, User Roles, and Permissions
ERP workflow migration means your teams continue to work under the same approval processes. Plus, it will access controls as they were in NetSuite, and reduce any confusion with workflows.
Custom Fields, Tags, and Metadata
These fields capture business-specific data that can be very useful for reporting, filtering and
automating processes. So, when you correctly map these fields, you can complete an ERP
non-financial data migration easily and quickly.
Get FREE Consultation
Common Challenges in Migrating Non-Financial Data
A solid Odoo migration strategy prevents many problems. But, there are still the issues that accompany data migration, especially with non-financial data.
Understanding these challenges ahead of time allows you to plan better, and avoid mistakes with costly repercussions. Also, you can make sure operations run seamlessly when you are done with the migration and are operational.
Data Formatting or Structure Mismatches Between Systems
Data in NetSuite and Odoo is stored differently and therefore the mistake can occur in the transference. Fields such as dates, addresses, or product codes may require reformatting before importing. This way, they look and operate as intended in the new system.
Duplicates, Missing Relationships
Duplicate data or failure to associate a particular data with another relevant data can confuse. So in this case, order records that do not have linked customers will not be complete. Then it will impact the reports, inventory and efficiency of customer service.
Broken Logic in Custom Fields or Workflow Automations
Odoo might not be configured in the same manner (that is, custom fields or workflows). This has the potential to disrupt the automated process. It requires you to rebuild or make adequate changes to these. Only after that, your business processes can run smoothly after the migration.
Difficulty Testing and Validating Large Data Sets
Some tests of large data may consume a lot of time. So, in the absence of effective validation,
the mistakes may be discovered when it is too late. It would result in delays, false data in
reporting or missing data in day-to-day operations.
Industry-Specific Non-Financial Data Considerations
Planning Odoo data import properly is equally crucial, as in each industry, there are specific
non-financial data requirements. You must map this information correctly to provide flawless
workflows and avoid inconveniences upon migration.
eCommerce & Retail
Variants of products should be correct, such as the size and color. Besides that, make sure that the listings and fulfilment paths remain the same in all channels.
Manufacturing
BOMs or Bills of Materials have to be accurate for the manufacturing industry. There should be no mistakes to sustain the growth. Plus, make sure that you move or transfer the vendor catalogs and routings properly without any errors.
Distribution/Logistics
The distributors should bring in all the rules of delivery and lead times to deliver goods on time. The processes of warehousing, including stock movement and storage policies, should also be migrated as part of continuing supply chain processes.
Healthcare/Pharma
Pharma and healthcare industries depend on the lot tracking in detail to ensure product
security. Also, you must import the audit trails and compliance subject areas properly to satisfy
highly regulated environments and provide complete traceability.
500+ Clients Trust Us
To Protect Their Data Assets & Choose Our Migration Services
Contact us for a personalized meeting with our experts.
Benefits of Migrating from NetSuite to Odoo
The NetSuite to Odoo migration is not just a change of software. It is capable of enhancing
efficiency, lessening costs, and rendering greater business control of its ERP system. It enables
running everything smoothly and expanding without limitation. Besides that, here are some
other advantages.
Lower Total Cost of Ownership and No Vendor Lock-In
An open-source model in Odoo decreases the cost of ongoing license as compared to costly proprietary systems. The benefits of the lack of vendor lock-in mean businesses will be free to use hosting, support, and development partners. They can choose what best fits their vision and affordability.
Flexible, Open-Source Customization for Business-Specific Workflows
The open architecture of Odoo can be customized to fit specific processes. So, companies can adapt modules, customize new features, and add tools. They make sure that their ERP can change according to changing operational requirements.
Unified Platform across Operations, CRM, and Inventory
Odoo centralizes operations, CRM and inventories into a single platform. This eradicates silos of information, promotes working relationships, and makes all teams use relevant and real-time data. It results in faster decision-making and high organizational outputs.
Better UI/UX, Faster User Adoption, and Easier Integration with Third-Party Tools
The easy-to-use interface of Odoo makes the training process shorter because the employees
become competent faster. Integration capabilities are built into its evolving system. So it is not
so difficult to connect with third-party apps to drive workflows, automation, and overall system
efficiency. You can even do it without resorting to deeply technical development work.
Key Features in Odoo That Support Non-Financial Operations
Odoo provides effective applications that can handle the vital business information that is non-financial. In addition, having an easy Odoo data import guarantees efficient non-financial activities within the organization.
It does not allow disconnection between departments and streamlines daily activities. But what
are the features in Odoo that consistently support the non-financial operations? Let's know!
CRM, Sales, Purchase, and Inventory
Modules Built to Work Together The sales, CRM, purchase, and inventory modules exchange information on a real-time basis. So, it eliminates redundancy and inaccuracies. A single and unified platform provides the Sales, procurement, and inventory teams with the ability to collaborate. Hence it further ensures that products are available, making timely deliveries, and providing better customer satisfaction.
Import tools with Advanced Mapping for Clean Data Loading
The import tools in Odoo enable the accurate setting up of the mapping of fields as part of the NetSuite to Odoo migration. This provides suitable loading of data, like customer records or details of products. Then, it minimizes errors and the migration of non-financial records of all types.
Workflow Automation, Approval Chains, and User Access Controls
Organizations establish automatic processes to oversee repetitive, advisory-type tasks to enhance efficiency. Approval chains and access controls limit actions to only authorized staff, ensuring that security and accountability practices are adhered to throughout the ERP system.
Product variants, Price Lists, UoMs, and Customer Segmentation Out-Of-The-Box
Odoo handles many variations and prices of products without any extra modules. Use Unit of
Measure (UoM) flexibility and customer segmentation to configure, discount, manage and
target.
Still Not Clear How This Can Be Done Without Business Process interruption?
Contact Us To Schedule a Demo & Schedule Demo.
Conclusion
The success of the NetSuite to Odoo migration depends on non-financial information. Companies with financial records face the danger of losing operational efficiency, customer confidence, and the continuity process. So, the whole strategy on Odoo migration must encompass customer, product, vendor, and workflow data.
This way, you can get a smooth transition. Also, make sure to get expert help, use a proper toolset, and have an efficient plan for ERP data migration. They will all support all aspects of your enterprise. So, it is high time to resort to experts and learn the migration software to make a smooth transition to Odoo.
Tushar C
A seasoned tech enthusiast, holds the position of CEO at Silent Infotech and serves as the CTO at SpeedBot, an algorithmic trading platform. Renowned internationally as a speaker on emerging technologies, Tushar boasts over a decade of diverse experience in the tech industry. His journey commenced as a developer in a multinational corporation, and he later co-founded Silent Infotech alongside two other members. Tushar's expertise spans a multitude of technologies, including blockchain, AI, Python, Dotnet, and cloud solutions. He leverages his extensive knowledge to deliver a broad spectrum of enterprise solutions to businesses. A true technology master, Tushar excels in managing cloud infrastructure for large-scale enterprises. To learn more about his insights and expertise, connect with him.
Schedule Consultation with Tushar Schedule Now