Verifying data migration in NetSuite involves several steps to ensure that data is accurately and completely transferred from the source system to NetSuite. Here’s a comprehensive approach:
1. Define Migration Scope
- Identify which data entities (e.g., customers, vendors, items, transactions) will be migrated.
- Document the source data structure and the mapping to NetSuite fields.
2. Data Mapping
- Create a data mapping document that outlines how each field in the source system corresponds to fields in NetSuite.
- Ensure all necessary transformations and validations are accounted for.
3. Pre-Migration Data Quality Check
- Cleanse the source data to remove duplicates, correct errors, and standardize formats.
- Perform data profiling to identify inconsistencies or anomalies.
4. Test Migration
- Conduct a test migration using a small subset of data to verify the migration process and mapping.
- Monitor for errors during the migration process and resolve them.
5. Data Validation
- Count Validation: Compare the number of records in the source system with the number in NetSuite after migration.
- Field-Level Validation: Check that critical fields (e.g., IDs, names, dates) match between the source and target systems.
- Business Rules Validation: Ensure that business rules (e.g., mandatory fields, valid statuses) are adhered to in NetSuite.
6. Data Reconciliation
- Perform reconciliation between the source and migrated data. This can include:
- Summarizing data (e.g., total sales, balances) and comparing results.
- Running reports in both systems and comparing the output.
7. User Acceptance Testing (UAT)
- Involve end-users to verify that the migrated data meets their needs and is functioning correctly in workflows.
- Gather feedback and document any issues encountered.
8. Post-Migration Data Quality Assessment
- Conduct a thorough review of the migrated data in NetSuite to ensure accuracy and completeness.
- Address any discrepancies and re-validate as necessary.
9. Documentation and Reporting
- Document the entire migration process, including any issues encountered and how they were resolved.
- Create a final report summarizing the migration results, including validation outcomes.