Cleaning Up Your NetSuite Data Without Losing Your Mind

Bad data leads to bad decisions—and in NetSuite, even a small mess can ripple across reports, searches, and workflows. Here’s how to clean up your NetSuite data without going crazy:

Start with a Saved Search Audit

Use saved searches to find common offenders:
– Duplicate customers or vendors
– Records missing key fields (email, phone, tax info)
– Transactions with bad classifications

Tackle Duplicates First

Use duplicate detection for customers and vendors. Merge carefully—NetSuite lets you consolidate history, but double check parent/child relationships

Standardize Naming Conventions

Inconsistent naming ruins searchability. Set and enforce formats like: `LastName, FirstName` for contacts or `YYYYMM_Invoice` for file uploads.

Validate Picklists and Custom Fields

Eliminate outdated or unused values in custom fields. Streamline picklists to ensure consistency going forward.

Archive or Inactivate, Don’t Delete

If a record is outdated but has history, inactivate it instead of deleting. You’ll preserve reporting continuity.

Cleaning up NetSuite data isn’t glamorous, but it’s one of the best ways to reduce frustration and improve reporting accuracy.