Master Checklist Hub
Implementation Checklists
Your complete guide to NetSuite implementation execution. Follow these checklists in sequence to ensure nothing is missed during security setup, data migration, and go-live.
177
Checklist Items
5
Checklists
Implementation Roadmap
Complete these checklists in order. Sub-checklists (IE-3, IE-4) are detailed breakdowns of specific tasks within the master migration sequence.
1
Security
IE-1
→
2
Migration
IE-2
↳ IE-3
↳ IE-4
→
3
Cutover
IE-5
Implementation Checklists
Click any checklist to open it. Progress tracking available on individual checklist pages.
1
Security & Access Setup
IE-1
Security Roles & Permissions
Configure user roles before granting system access. Covers role planning, Separation of Duties (SoD), permission assignment, and ongoing audit.
2
Data Migration
IE-2 MASTER SEQUENCE
Data Migration Sequence
The master import order for all data types. Follows the tier-based dependency model: Foundation → Classifications → Entities → Items → Transactions.
🔗 The following are sub-checklists of IE-2
IE-3 SUB-CHECKLIST
AR Open Invoice Import
GAAP-compliant methodology for importing open Accounts Receivable invoices using the clearing account approach.
IE-4 SUB-CHECKLIST
AP Open Invoice Import
GAAP-compliant methodology for importing open Accounts Payable bills using the clearing account approach.