Combine NetSuite and PDF File Data Using AI – Free Template
Upload your PDF file, connect to NetSuite, and use this ready workflow to merge both datasets — no coding required.
Pull from NetSuite Source 
Combine with PDF Transform 
Generate your results Output 
Transform your data in five easy steps using Parabola's drag-and-drop interface, powered by AI.
- 1Set up your data sources by creating a new Parabola flow, connecting your NetSuite account, and uploading your PDF files.
- 2Configure your NetSuite connection by selecting the specific records and fields you need from your ERP system. Set any relevant filters.
- 3Extract data from your PDFs using Parabola's PDF parsing tools. This converts your document information into structured, usable data.
- 4Combine your datasets using Parabola's transformation tools. This step lets you match corresponding information and create rules for merging your ERP and PDF data.
- 5Generate 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
Pull your data from NetSuite into Parabola using 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 data updates on schedule
- 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 extracts and transforms data from PDF documents.
- Automatic text extraction from both searchable and scanned PDFs
- Parsing options for structured and unstructured PDF content
- Batch processing capabilities for multiple PDF files
Parsing data from PDF
Parabola's PDF data extraction converts PDF documents into structured, analyzable data. The platform handles various PDF formats and layouts.
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, combine them using the Combine Tables step. It merges data based on common fields into one 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 so accounting teams can verify transaction details without manual data entry.
Contract management
Combine customer information from NetSuite with PDF contracts into a centralized repository of customer agreements for tracking and compliance monitoring.
Inventory verification
Match NetSuite inventory records with PDF shipping manifests or purchase orders to verify stock levels and surface discrepancies.
