How to combine Shopify data with PDF file data

Here's how to use the How to combine Shopify data with PDF file data

1

2

3

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

Explore and learn more about Parabola

Use Parabola to bring your disparate data and documents together, then tackle your most complex processes with ease

Want to test out this process yourself?

Open the template, sign up, and get started

Retrieving 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

  1. Add the Pull from Shopify step to your Flow
  2. Connect your Shopify account to Parabola
  3. Select the desired data type (orders, products, etc.)
  4. Configure any additional parameters or filters
  5. Run the step to retrieve your data

How to use 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

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

  1. Add the Pull from PDF file step to your Flow
  2. Upload your PDF file
  3. Configure extraction settings, including column names and keys
  4. Run the step to extract the data
  5. Add examples and fine tune your extraction settings for more accurate parsing

Combining 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

  1. After you add your data sources to the Canvas, add the Combine tables step to your Flow
  2. Drag the arrow from your data sources to the Combine tables step on the Canvas
  3. Choose the columns to match between the tables
  4. Configure the join type
  5. Preview and verify the combined results

Practical 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.