NetSuite· Data assessment
OverviewMCP server
Pre-implementation
  1. Implementation plan
  2. Discovery
  3. Data assessment
  4. Solution design
Implementation
  1. Configuration
  2. Data mapping
  3. Data migration
  4. Testing and UAT
  5. Cutover
Post go-live
  1. Hypercare
  2. Handover
Step 3 of 11 · Pre-implementation · Updated October 26, 2026

NetSuite data assessment

A data assessment tells you what data exists, how much of it there is, and whether it is ready to move to NetSuite. Problems found here cost hours. The same problems found at cutover cost the go-live date. superglue's agent reads the source system read-only, counts and tests the records that matter, and reports readiness in plain language.

Start a NetSuite projectTalk to us

How this step works

What the agent does

  • Reads the source system and makes focused read-only queries. Nothing is written.
  • Builds an inventory of entities, record counts, date ranges and relationships.
  • Tests data quality with real counts: duplicates, missing values, orphaned references and inconsistent codes.
  • Reports readiness as ready, ready with caveats, or blocked.

What you decide and approve

  • Which modules and how much history are in scope.
  • Which issues the client fixes in the source and which the mapping handles.
  • When the findings are good enough to start mapping.

What the client gets

  • A data readiness report with counts and examples.
  • A cleanup list for the client team.

What to look for before a NetSuite migration

  1. 01

    Count what will actually move

    Legacy systems carry years of inactive customers, vendors and items. Size the migration on the active records.

  2. 02

    Find inactive records with open balances

    They cannot be dropped, and they cannot be loaded as inactive without a decision. Each one needs an owner.

  3. 03

    Check that subledgers agree with the GL

    If the AR aging does not match the AR control account in the source, it will not match in NetSuite either. Fix it before mapping.

  4. 04

    Find where reporting lives today

    Values packed into account numbers or item codes are candidates for departments, classes and locations in NetSuite.

From NetSuite partners
18
ERP implementation firms in Pine Services Group
10,000+
customers served by those firms

Pine Services Group is rolling superglue out across its 18 ERP implementation firms, starting with The Vested Group on NetSuite.

Read the announcement

Frequently asked questions

What should you check before a NetSuite migration?

Count what will actually move; Find inactive records with open balances; Check that subledgers agree with the GL; Find where reporting lives today. The agent checks these read-only and reports readiness.

How does superglue work with our consultants?

superglue works alongside your team. The agent takes on the repetitive work, such as reading documents, drafting, mapping, loading and reconciling. Your consultants keep the client relationship and the decisions, and they approve every change to a client system.

Can we use our own implementation method?

Yes. Write your firm's method as a playbook, and every consultant and every session follows it. The documents the agent produces carry your firm's branding.

Which systems can we migrate from into NetSuite?

Common sources are QuickBooks, Sage 50 and Sage 100, Microsoft Dynamics GP, Xero and spreadsheets. The agent also reads Excel, CSV and XML exports and most systems with an API or a database.

Is client data safe?

superglue holds a SOC 2 Type 2 report and works under GDPR. Credentials are encrypted with AES-256. On the Enterprise plan, superglue can run on your own infrastructure.

How do we start?

Start with one live NetSuite project. Connect the client's systems, give the agent the statement of work, and run the first steps together with us.