Free template: combine PDF data with Excel data
Combine PDF 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, uploading your PDF files and Excel spreadsheet.
- Extract data from your PDFs using Parabola's PDF parsing tools. This converts your document information into structured, usable data.
- Prepare your Excel data by selecting the relevant worksheets and ranges. Ensure your spreadsheet is properly formatted for integration.
- Combine your datasets using Parabola's transformation tools. This step lets you match corresponding fields and create rules for merging your document and spreadsheet data.
- Generate your results by previewing the combined data and running your automated flow. Once configured, this process will handle new files automatically.
How to use Parabola's PDF parser
Parabola makes working with PDF data simple and efficient through its intuitive interface and powerful features.
- Extract data automatically from PDFs without manual copying and pasting
- Maintain data accuracy with precise extraction capabilities
- Process multiple PDFs simultaneously to save time and reduce errors
Retrieving data from PDFs
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
How to use Parabola's Excel integration
Parabola seamlessly integrates with Excel files to provide powerful data processing capabilities.
- Import Excel data directly into your Flow without formatting issues
- Maintain data structure and relationships from your spreadsheets
- Process multiple Excel files simultaneously for efficient automation
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 PDF 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
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
Combining PDF and Excel data in Parabola can solve various real-world business challenges. Here are some practical examples of how this functionality can be applied effectively.
Invoice processing and reconciliation
Automatically extract data from PDF invoices and match it against Excel-based accounting records to streamline reconciliation processes and identify discrepancies quickly.
Customer data enrichment
Merge customer information from PDF contracts with Excel-based CRM data to create more comprehensive customer profiles and improve data accuracy.
Inventory management
Combine PDF shipping manifests with Excel inventory tracking sheets to maintain accurate stock levels and automate order fulfillment processes.
Parabola's ability to combine PDF and Excel data provides a powerful solution for automating data processes and eliminating manual data entry. By using the platform's intuitive interface and robust features, you can create efficient, automated workflows that save time and reduce errors in your data management processes.
