Infor CloudSuite to NetSuite Migration Explained

Infor CloudSuite to NetSuite Migration Explained

Infor CloudSuite to NetSuite Migration Explained

When a business starts looking at new ERP options, it is usually because the current system is slowing down daily work. Many companies using Infor CloudSuite reach this point. They feel the weight of old workflows, slow change cycles, and tools that no longer match how fast the business needs to move. This is where the interest in an Infor to NetSuite Migration begins.

You may be considering the same shift right now. Maybe reporting takes too long. or your finance team wants more control. Maybe you want cloud tools that grow with your plans. No matter the reason, this topic brings one clear point: switching from Infor to NetSuite can change the way you run your business.

This guide explains everything you need to know. It shows why many companies are making the move, what the migration involves, what you can transfer, the common issues to expect, how long it takes, and how to prepare your team. By the end, you will know what to look for and how to plan the next steps with confidence.

Why More Companies Move from Infor CloudSuite to NetSuite

When you speak to businesses that have already made the shift, one theme appears early. They felt their old system could no longer support the way they wanted to work. That feeling grows over time, and it becomes clear when change is overdue.

For many teams, Infor CloudSuite works well for a period. But as the business grows, the needs expand. Teams ask for better reports, faster updates, and modern tools that fit new standards. These requests become harder to manage inside older systems.

NetSuite offers a wider range of built-in features. It is cloud-native, built for real-time insight, and ready for global operations. It suits mid-market and fast-growing companies. The difference becomes clear when leaders compare how each system handles reporting, roles, data, and daily tasks.

NetSuite advantages many businesses care about

  • Real-time dashboards that refresh without delay
  • Strong multi-entity support for growing groups
  • Faster month-end work
  • Better control over roles and permissions
  • A large SuiteApps market for integrations
  • Tools built for finance, operations, and inventory
  • Visual reports that load quickly

The result is simple. Teams experience fewer delays, fewer surprises, and more clarity. This shift in daily routine is one of the main reasons companies choose an Infor to NetSuite Migration.

What an Infor to NetSuite Migration Actually Means

Many people think a migration is a direct “lift and shift.” But that does not happen with ERP systems. NetSuite works differently from Infor. The logic, fields, and data structures are not the same. That means the migration is more like rebuilding your system the right way inside NetSuite.

A clean Infor to NetSuite Migration moves the data you need, sets up new settings in NetSuite, and recreates the workflows that matter to your business. The goal is not to copy Infor. The goal is to build a better system that works faster.

A migration covers these areas:

  • Data
  • Processes
  • Reports
  • Permissions
  • Financial settings
  • Opening balances
  • Inventory structure
  • Customer and vendor lists

You will choose what moves across. You will also choose what stays behind. Many companies do not move every historical record. They often keep detailed archives outside NetSuite and migrate the data that drives decisions today.

This approach helps keep NetSuite fast and easy to run.

What You Can Move During an Infor to NetSuite Migration

If you are planning ahead, you need to know what can travel from Infor to NetSuite. Not every record moves cleanly. Some fields in Infor simply do not exist in NetSuite. Other records need new mapping or manual checks.

Here is the data set most companies include in their migration:

Financial Data

  • Chart of accounts
  • Account types
  • Opening balances
  • Financial periods
  • Journal entries
  • Bank accounts (as references)

Sales and Customer Data

  • Customer list
  • Sales orders
  • Sales invoices
  • Credit notes
  • Open receivables
  • Payment history (if needed)

Vendor and Purchase Data

  • Vendor list
  • Bills
  • Purchase orders
  • Open payables
  • Payment records (optional)

Inventory and Items

  • Item list
  • Item groups
  • Item prices
  • Stock levels
  • Warehouses
  • Transfer records (optional)

Other Data

  • Locations
  • Departments
  • Classes
  • Projects
  • Employees (as references)

Data that usually does not move

Some records are better rebuilt directly in NetSuite:

  • Workflows
  • Approvals
  • Saved searches
  • Custom fields that do not match
  • Attachments
  • Notes inside records

Each decision shapes how smooth your Infor to NetSuite Migration becomes. Good planning reduces delays during testing and keeps NetSuite clean and ready for growth.

A Practical Roadmap for Your Infor to NetSuite Migration

Most teams want a simple view of the process. They want to see how the work flows from start to finish. This roadmap gives you a clear and simple picture.

1. Assessment

This stage reviews:

  • Current Infor setup
  • Data quality
  • Custom fields
  • Reporting needs
  • Business processes
  • Integration list

The assessment shows the best path into NetSuite and helps you avoid early mistakes.

2. Preparation

In this stage, you clean and sort the data. You also decide which records to migrate. This step removes duplicates, wrong codes, inactive items, and old accounts. Good preparation cuts down errors in later steps.

3. Data Migration

This is where the mapping happens. Each Infor field is matched to a NetSuite field. The team loads the data, checks errors, fixes mismatches, and loads again until the structure is correct.

4. Setup

NetSuite is then configured for:

  • Financial settings
  • Roles
  • Tax settings
  • Items
  • Workflows
  • Dashboards
  • Custom segments

5. Testing

Testing helps you catch:

  • Wrong customer names
  • Missing stock values
  • Open invoices that do not match
  • Items that do not load
  • Accounts that do not balance

6. Training

Your team sees how NetSuite works. They learn how to use reports, enter records, and check balances.

7. Go-Live

This is the final switch. Your company starts using NetSuite for real work.

8. Post-Migration Review

Once the system is live, you check:

  • Balances
  • Inventory numbers
  • Financial periods
  • Permissions
  • Tax codes
  • Bank accounts

A full Infor to NetSuite Migration always includes careful checks after go-live.

Common Challenges During an Infor to NetSuite Migration

Many teams worry about surprises during a migration. It is a fair concern. Moving an ERP system is detailed work. The key is knowing the issues in advance.

1. Field mismatches

Infor structures data differently than NetSuite. Some fields do not match cleanly. Careful mapping fixes this.

2. Historical data issues

Old data often includes:

  • Wrong dates
  • Missing values
  • Duplicate codes
  • Misplaced inventory counts

These problems slow down the load unless cleaned early.

3. Inconsistent naming

Differences in:

  • Customer names
  • Item codes
  • Vendor types

can affect reports.

4. Missing tax mappings

If tax codes do not map correctly, financial accuracy breaks.

5. Inventory gaps

Many companies find:

  • Wrong stock levels
  • Negative quantities
  • Items with no price

These must be corrected before loading.

Knowing these issues helps you prepare the right way. It turns a risky project into a predictable one.

How Long an Infor to NetSuite Migration Takes

A common question is the timeline. There is no exact number because each company has different needs. But most mid-market companies complete the shift in three to five months.

The time depends on:

  • Amount of data
  • Number of entities
  • Number of locations
  • Custom reporting needs
  • How clean the current data is
  • Number of integrations
  • Size of the finance team

A simple migration finishes faster. A detailed one takes longer. The best approach is a clear plan and a steady pace.

How to Prepare Before Switching from Infor to NetSuite

You can reduce errors and shorten the timeline with early preparation. These steps help you enter the migration with a strong base.

Prepare your chart of accounts

Remove inactive codes. Fix naming issues. Add missing accounts.

Clean customer and vendor lists

Remove duplicates. Fix incorrect names. Update missing fields.

Check stock accuracy

Make sure inventory counts reflect real stock.

Confirm tax settings

Match tax codes with how you report taxes today.

Decide what to migrate

Move what you need. Leave behind what you do not use.

Taking time on these tasks makes your Infor to NetSuite Migration smoother and far more accurate.

Post-Migration Checks You Must Not Skip

After the go-live, you must confirm everything works. Many of the issues that appear after switching come from skipped checks.

You should verify:

  • Opening balances
  • Inventory values
  • Customer lists
  • Vendor lists
  • Sales tax settings
  • Roles and permissions
  • Bank account setup
  • Reports for P&L and balance sheet

These checks protect your financial accuracy. They also help your team settle into NetSuite with confidence.

Should You Hire Experts for an Infor to NetSuite Migration?

Some companies try to migrate alone. They often face delays because ERP systems involve many small details. Data mapping, testing, and balance checks require trained eyes. Most errors show up late if not handled well.

Experts bring:

  • Experience with both systems
  • Proven mapping templates
  • Knowledge of common errors
  • Faster testing
  • Better reporting setup
  • Clearer timeline control

When you work with a professional team, you reduce the risk of incorrect balances, missing records, or failed dashboards. The shift becomes easier to manage, and the final outcome is far more reliable.

Conclusion: Plan Your Infor to NetSuite Migration With Confidence

An Infor to NetSuite Migration is a major decision. But it is also a chance to rebuild your system the right way. You gain better insight, faster reporting, and tools that grow with your company. When the process is planned, tested, and reviewed with care, the results are strong and long-lasting.

If your team is thinking about switching from Infor CloudSuite, now is a good time to explore your options. The earlier you plan, the smoother the shift becomes.

Ready to Move from Infor to NetSuite?

Cloud Accounting supports full Infor to NetSuite Migration projects for businesses that want accuracy, clarity, and trusted guidance from start to finish.

If you want to review your Infor data or want an expert plan for your migration, our team is ready to help.

Book your free migration review today.