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Salesforce Migrations
NetSuite to Salesforce Migration
- No obligation - response within 1 business day for your NetSuite to Salesforce Migration
- Trusted by senior FinServ decision-makers for NetSuite to Salesforce Migration
- 9+ years of CRM specialism for financial services and fintech - including your NetSuite to Salesforce migration
TRUSTED BY LEADING FINANCIAL SERVICES BUSINESSES
Salesforce Migrations
A smooth move to Salesforce
NetSuite to Salesforce Migration
A NetSuite to Salesforce migration moves customers, contacts, opportunities and sales history out of NetSuite's CRM records and into Salesforce, while NetSuite carries on as your ERP and finance system. Evara maps each field, cleanses and deduplicates, validates each record before cutover, then connects the two systems with a NetSuite to Salesforce connector or middleware. Our migration and integration experience helps financial services teams keep client audit trails and finance reporting intact.
Why choose a NetSuite to Salesforce migration?
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Zero-loss migration
Every contact, deal, note and file moves from NetSuite to Salesforce with full field mapping and validation.
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Live in weeks, not months
A proven NetSuite to Salesforce migration playbook delivers a clean cutover, typically in under 6 weeks.
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No disruption to revenue
We migrate in parallel and switch over cleanly, so your sales team never loses the pipeline.
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Salesforce set up the right way
Not a lift-and-shift - we configure Salesforce to your process as part of the NetSuite to Salesforce migration.
- CRM adoption increase
- Records cleaned and unified
- Data accuracy and visibility
- Systems deployed
Not moving off NetSuite?
If you want to keep NetSuite and connect it to Salesforce rather than migrate away from it, we build that integration too.
Frequently asked questions
Common questions about your NetSuite to Salesforce migration
Customers, contacts, leads, opportunities, estimates, activities and notes, as a rule. Sales orders and invoices usually stay in NetSuite and surface in Salesforce through an integration. We map NetSuite customer records to Salesforce accounts and contacts, handle subsidiaries and parent-child hierarchies and agree how much history to bring across. A test migration with validation reports confirms the results before anything goes live.
Connectors and middleware options exist. The right one depends on your volumes, sync direction and security needs, so we choose after reviewing your set-up instead of assuming. Typical flows push won opportunities to NetSuite as sales orders and return invoice status to Salesforce. Where standard tools do not fit, we build a custom connector. The migration comes first, so the integration starts from clean data.
No. Most firms keep NetSuite for finance, billing and revenue recognition and use Salesforce for client relationships and the sales process. The migration moves only customer-facing data, and the integration keeps both sides aligned afterwards. Permissions and audit trails are designed so finance data stays controlled. Our CRM architecture work defines who owns each field.
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