Performing the final data imports before going live
When it comes to the final data migration push, we should only have a few things we need to import for most implementations – last-minute list value changes, item updates, and open transactions. Since they're usually ready ahead of time, all of the historical transactions should be in the production account before the final push, so this can be a fairly straightforward operation. We should have practiced importing the open purchase orders, sales orders, and so on in a sandbox before this, so there should not be any surprises. We're always prepared for something to go wrong, of course, but again, proper preparation should preclude any nasty issues with the data or the resulting transactions in the system.
The CSV import feature works on a queue basis, so as we begin these imports, it's important to remember to use whatever settings we found in our testing worked best for each record type. For instance, we...