Free template: combine NetSuite data with Excel data
Combine Netsuite data with Excel data without writing a single line of code.
The Parabola Team
Transform your data in five easy steps using Parabola's drag-and-drop interface, powered by AI.
- Set up your data sources by creating a new Parabola flow, connecting your NetSuite account, and uploading your Excel file. This creates your automation foundation.
- Configure your NetSuite connection by selecting the specific records and fields you need. Set any relevant filters or parameters.
- Prepare your Excel data by ensuring your spreadsheet is properly formatted and contains all necessary information. Select the relevant worksheets and ranges.
- Combine your datasets using Parabola's transformation tools. This step lets you match corresponding fields and create rules for merging your ERP and spreadsheet data.
- Generate your results by previewing the combined data and running your automated flow. Once configured, this process will sync automatically.
How to use Parabola's NetSuite integration
Parabola's NetSuite integration allows you to seamlessly import and transform your business data without any coding required.
- Automatically sync NetSuite data on a scheduled basis
- Transform complex NetSuite data structures into actionable formats
- Combine NetSuite information with other data sources for comprehensive analysis
Pulling data from NetSuite
Before you can begin finding and replacing values, you'll need to pull your data from NetSuite into Parabola. The process starts with the Pull from NetSuite step, which connects directly to your NetSuite saved searches and brings your data into your Flow.
Key features
- Connect to any saved search in NetSuite
- Pull real-time data updates
- Filter data at the source
- Support for all NetSuite record types
How to use
- Add the Pull from NetSuite step to your Flow
- Connect your NetSuite account
- Select the saved search you want to use
- Configure any additional filters or parameters
- Run the step to preview your data
How to use Parabola's Excel integration
Parabola makes working with Excel files intuitive and powerful, allowing you to automate your spreadsheet-based workflows.
- Simple drag-and-drop interface for importing Excel files
- Support for multiple sheets and complex Excel formats
- Automatic column type detection and formatting
Pulling data from Excel
Parabola's Pull from Excel file step allows users to easily import their spreadsheet data into their Flow. This step handles various Excel file formats and automatically recognizes column headers and data types, making it simple to begin working with your data immediately.
Key features
- Automatic column type detection
- Support for multiple sheets within a workbook
- Preservation of data formatting
- Handling of merged cells
- Error checking and validation
How to use
- Add the Pull from Excel file step to your Flow
- Upload your Excel file
- Select the specific sheet you want to import
- Configure any additional import settings
- Preview your data before proceeding
Combining NetSuite and Excel data
Once you have both data sources imported into your Parabola Flow, you can combine them using the Combine Tables step. This powerful feature allows you to merge data based on common fields, creating a comprehensive dataset for analysis.
Key features
- Multiple combining table methods
- Automatic column matching
- Extract text
- Remove duplicates
- Preview of combined data
AI workflow automations
Practical workflow automation use cases and examples
Sales performance analysis
Combine actual sales data from NetSuite with sales targets stored in Excel to create comprehensive performance reports. This allows sales managers to track progress against goals and identify areas for improvement in real-time.
Customer enrichment
Merge customer records from NetSuite with additional customer data maintained in Excel, such as customer satisfaction scores or custom segmentation data, to create more detailed customer profiles for marketing and service purposes.
Inventory and demand forecasting
Combine current inventory levels from NetSuite with demand forecasts maintained in Excel to create accurate inventory predictions and optimize stock levels across your organization.
By leveraging Parabola's powerful data integration capabilities, you can automate the process of combining NetSuite and Excel data, saving time and reducing errors while gaining valuable business insights. This automation ensures your data is always up-to-date and readily available for analysis, reporting, and decision-making.
