Free template: combine NetSuite data with PDF file data
Combine Netsuite data with PDF file 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 PDF files.
- Configure your NetSuite connection by selecting the specific records and fields you need from your ERP system. Set any relevant filters.
- Extract data from your PDFs using Parabola's PDF parsing tools. This converts your document information into structured, usable data.
- Combine your datasets using Parabola's transformation tools. This step lets you match corresponding information and create rules for merging your ERP and PDF data.
- Generate your results by previewing the combined data and running your automated flow. Once set up, this process will handle new PDFs automatically.
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 PDF parser
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
Parsing 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 combining table methods
- Automatic column matching
- Extract text
- Remove duplicates
- Preview of combined data
AI workflow automations
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 workflow automation 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.
