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Importing financial data - looking for CSV import tips and tricks

edited Dec 3, 2019 12:35PM in Account Administration 3 comments

I have found some NetSuite documentation on how to move your Salesforce.com implementation to NetSuite.  The overall concept is good but not very helpful in what I am working on which is moving an old AS/400 system.

Does anyone have CSV import tips or tricks around migrating invoices, AP, payments... etc that they did.  I really not looking forward to reinventing the wheel... been joyous so far...

Anything you can share will be benificial to those who follow.... even those migrating out SalesForce.com.....

Have a great weekend....


Michael

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