Pull from NetSuite
Pull from PDF file
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What is NetSuite?
NetSuite is a comprehensive cloud-based business management platform that handles everything from ERP and financials to CRM and e-commerce. As a unified business suite, it provides real-time visibility into various business operations and helps organizations streamline their processes. NetSuite is particularly valuable for growing businesses that need scalable solutions for managing their operations, finances, and customer relationships.
What are PDFs?
PDF (Portable Document Format) is a file format developed by Adobe that presents documents consistently across different devices and platforms. It's designed to maintain document formatting, including text, images, and graphics, regardless of the software or hardware used to view it. PDFs are widely used in business settings for sharing important documents, reports, and data that need to maintain their original formatting.
Why would you want to combine NetSuite data with PDF file data?
Combining data from NetSuite and PDF files can unlock valuable insights and streamline business processes by bringing together structured and unstructured data sources.
- Enhance financial reporting by combining NetSuite transaction data with PDF invoices or receipts
- Cross-reference customer information from NetSuite with signed PDF contracts or agreements
- Validate inventory data from NetSuite against PDF shipping manifests or purchase orders
- Merge employee records from NetSuite with PDF documentation like certifications or reviews
- Create comprehensive audit trails by combining NetSuite financial data with PDF supporting documents
How to use NetSuite with Parabola
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
Explore and learn more about Parabola
Use Parabola to bring your disparate data and documents together, then tackle your most complex processes with ease
Data transformation
Clean, standardize, and manipulate your data and make it actionable
Data storage
Architect new tables and store millions of rows of data
Data visualization
Build customizable visualizations to uncover new insights
Want to test out this process yourself?
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Pull from NetSuite
Pull from PDF file
Retrieving 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 PDF with Parabola
Parabola's PDF handling capabilities enable you to extract and transform data from PDF documents efficiently.
- Automatic text extraction from both searchable and scanned PDFs
- Flexible parsing options for structured and unstructured PDF content
- Batch processing capabilities for multiple PDF files
Retrieving data from PDF
Parabola's PDF data extraction functionality enables you to convert PDF documents into structured, analyzable data. The platform can handle various PDF formats and layouts, making it versatile for different business needs.
Key features
- Text and table extraction
- Multi-page document support
- Pattern recognition
- Structured data output
- Batch processing capability
How to use
- Add the Pull from PDF file step to your Flow
- Upload your PDF file
- Configure extraction settings, including column names and keys
- Run the step to extract the data
- Add examples and fine tune your extraction settings for more accurate parsing
Combining NetSuite and PDF 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 joining methods
- Automatic column matching
- Custom key field selection
- Duplicate handling options
- Preview of combined data
How to use
- After you add your data sources to the Canvas, add the Combine tables step to your Flow
- Drag the arrow from your data sources to the Combine tables step on the Canvas
- Choose the columns to match between the tables
- Configure the join type
- Preview and verify the combined results
Practical use cases and examples
Invoice reconciliation
Automatically match NetSuite invoice records with PDF invoices from vendors or customers. This process helps accounting teams verify transaction details and maintain accurate financial records while reducing manual data entry.
Contract management
Combine customer information from NetSuite with PDF contracts to create a centralized repository of customer agreements. This enables better contract tracking and compliance monitoring.
Inventory verification
Match NetSuite inventory records with PDF shipping manifests or purchase orders to verify stock levels and identify discrepancies. This helps maintain accurate inventory counts and improves supply chain management.
Parabola's ability to combine NetSuite and PDF data provides a powerful solution for businesses looking to automate their data processes and improve accuracy. By following the steps outlined above, you can create efficient Flows that save time and reduce errors in your data management tasks.
