How to combine Shopify data with PDF file data
The Parabola Team
Here's how to combine Shopify data with PDF file data in five simple steps, using Parabola:
- Set up your data sources by creating a new Parabola flow, connecting your Shopify store, and uploading your PDF files. This creates your automation foundation.
- Configure your Shopify pull by selecting the specific store data you need, such as orders, products, or customer information.
- 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 enables you to match corresponding fields and create rules for merging your e-commerce and document data.
- Generate your results by previewing the combined data and running your automated flow. Once set up, this process will handle new files automatically.
Continue reading to see how businesses are using this integration to process invoices, analyze documents, and create comprehensive reports.
How to pull data from Shopify
Connecting your Shopify store to Parabola is straightforward using the Pull from Shopify step. This integration allows you to access various data types from your store, including orders, products, customers, and inventory information.
Key features
- Direct API connection to your Shopify store
- Multiple data type selection options
- Customizable date ranges for data retrieval
- Automatic pagination handling
- Real-time data refresh capabilities
How to use
- Add the Pull from Shopify step to your Flow
- Connect your Shopify account to Parabola
- Select the desired data type (orders, products, etc.)
- Configure any additional parameters or filters
- Run the step to retrieve your data
How to parse PDFs 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
How to pull 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 combine Shopify 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 workflow automation use cases and examples
Invoice reconciliation
Automatically match incoming supplier invoices from PDFs with Shopify order data to streamline accounting processes and ensure accuracy in financial reporting.
Inventory verification
Compare inventory levels from supplier documentation in PDFs with Shopify stock levels to maintain accurate inventory counts and trigger reorder points automatically.
Customer documentation management
Merge customer information from Shopify with signed agreements or contracts in PDF format to maintain comprehensive customer records and improve service delivery.
By leveraging Parabola's powerful data integration capabilities, businesses can automate the process of combining Shopify and PDF data, saving time and reducing errors in their operations. The platform's no-code approach makes it accessible to users of all technical levels while providing the flexibility to handle complex data transformation needs.
1
2
3
Want to test out this process yourself?
Open the template, sign up, and get started
Pull from Shopify
Pull from PDF file
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
What is Shopify?
Shopify is a leading e-commerce platform that enables businesses to create and manage their online stores. It provides comprehensive solutions for inventory management, payment processing, and order fulfillment, making it a popular choice for businesses of all sizes. Shopify's robust infrastructure allows merchants to track sales, manage products, and analyze customer data efficiently.
What are PDFs?
PDF (Portable Document Format) is a universal file format that maintains document formatting across different devices and operating systems. PDFs are commonly used for storing and sharing business documents, invoices, reports, and other important information in a standardized format that preserves the original layout and content integrity.
Why would you want to combine Shopify data with PDF file data?
Combining Shopify data with PDF file data can streamline your business operations and provide valuable insights by connecting different data sources.
- Automate invoice matching with order data
- Cross-reference customer information from different sources
- Validate pricing information across platforms
- Consolidate shipping documentation with order details
- Create comprehensive reports combining sales and documentation
- Track inventory against supplier documentation
How to use Shopify with Parabola
Parabola's Shopify integration enables seamless e-commerce data management and transformation.
- Import Shopify data automatically with scheduled refreshes
- Transform and clean ecommerce data with built-in steps
- Connect Shopify data with other business systems effortlessly
