Migration · NetSuite to Odoo
NetSuite to Odoo, usually to cut cost without losing control
Most businesses that leave NetSuite do it at renewal, because the cost has grown faster than the business. The move has to keep the controls and the reporting finance relies on. That is where we start.
What moves from NetSuite
No.ItemWhat it means in practice
01SubsidiariesEach NetSuite subsidiary becomes a company in one Odoo database, with consolidation where you need it.
02Classes, departments, locationsClasses and departments mapped to analytic accounts; locations to warehouses.
03Chart and balancesChart of accounts rebuilt and opening balances agreed to NetSuite's trial balance per subsidiary.
04Open transactionsOpen invoices, bills, sales orders and purchase orders moved with their dates and status.
05Items and stockItems, units and stock quantities by location, with values agreed to the ledger.
06ApprovalsApproval steps rebuilt in Odoo, so the controls auditors rely on are still there.
Where NetSuite moves go wrong
No.TrapWhat it means in practice
01Custom scripts and recordsNetSuite scripts and custom records do not move. Each one is listed and either rebuilt in Odoo or retired.
02Saved searches as reportsReports built from saved searches are rebuilt in Odoo before go-live, not discovered missing at month-end.
03Intercompany balancesDue-to and due-from balances between subsidiaries must agree before they move.
04Renewal dateThe cut-over is planned back from your NetSuite renewal, with time for a parallel run.
How we do it
No.StepWhat it means in practice
01Read the books firstYour last trial balance, tax returns and bank reconciliations, before we touch Odoo. The move is planned from those, not from a file export.
02Build in a test databaseChart, taxes, contacts, products and balances loaded into a separate Odoo database. You keep working in your current system.
03Agree it, line by lineTrial balance, receivables, payables, stock and bank agreed to the old system. Differences are explained, never posted to a suspense account.
04Parallel runOne period posted in both systems and compared. This is where tax-code mistakes show up.
05Go live and stayWe are there for the first month-end close, when the real questions arrive.
Why an accountancy practice
We prepare accounts and tax returns for clients as well as building software. A migration is judged at the first tax return and the first audit, not on go-live day, so it is planned by people who have to sign off those numbers.
Questions people ask
01
How much earlier should we start than our renewal?
Early enough to run one period in both systems. We plan the timeline from your renewal date.02
Can Odoo handle several companies?
Yes. Each subsidiary is a company in the same database, with intercompany rules and consolidated reports.03
What about our history?
Recent years are loaded in detail; older years are kept as a read-only archive you can still search.Book a meeting
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