Oracle NetSuite: Migration Tips
Changing to a new Accounting Software can be a time consuming process but here are some things to keep in mind when moving to Oracle NetSuite with your PayMaker account.
The Oracle NetSuite sync is designed to do exact name matching for all list objects (Chart of Accounts, Vendors, and Dimensions). Because of this it is very important to make sure that the lists in both PayMaker and Oracle NetSuite match up.
With the PayMaker Sync the Vendor ID’s in Oracle NetSuite map to the Vendor names in PayMaker. In order to insure that the Vendor list appears correctly in PayMaker we advise on setting up Oracle NetSuite so that the Vendor ID and Vendor Name are the same.
Chart of Accounts
The Chart of Accounts match up based on both the Account Name and Account Number. We advise on making sure that the Chart of Accounts is updated in PayMaker prior to the migration so that these lists match up correctly. This can be done via the Import/Export tool in PayMaker.
Dimensions (Classes, Departments, and Locations) match up based on name. We advise on making sure that the Dimensions are updated in PayMaker prior to the migration so that these lists match up correctly. This can be done via the Import/Export tool in PayMaker.
Historical transactions - transactions that have already synced to the old Accounting Software
With the Oracle NetSuite sync we have a Sync Start Date which determines when transactions in both PayMaker and Oracle NetSuite will be synced. This date is determined on the transactions that are listed in the Oracle NetSuite account and the last sync date with the old Accounting Software. If a transaction, Bill or Payment, has been synced to the old Software it cannot be re-synced to the new Oracle NetSuite account.
As we are unable to sync those transactions there may be an overlap for the Unpaid bills in PayMaker that synced to the old Software but not to the new. For those bills the payments would need to be manually recorded in Oracle NetSuite. We recommend paying as many bills as possible prior to the migration in order to cut down on the amount of bills that need to have manual payments recorded.
All of these topics and any questions will be discussed during the migration call that is set up through our Support team. Contact Support by logging into your PayMaker account and click Support in the left navigation pane.
If you do not see the described feature available in PayMaker, you may not have access to the feature based on permissions for your role and/or your plan does not have this feature. If you wish to get access to the feature, please review the available plans for PayMaker and upgrade accordingly or contact the Administrator of your PayMaker account. Changes in monthly user fees may apply.