How to find and replace values within your NetSuite data

Here's how to use the How to find and replace values within your NetSuite data

1

2

3

What is NetSuite?

NetSuite is a cloud-based business management platform that helps organizations streamline their operations. It provides integrated solutions for enterprise resource planning (ERP), customer relationship management (CRM), and e-commerce functionality. As a unified system, NetSuite enables businesses to manage their financials, inventory, customer data, and other critical business processes all in one place.

Why would you want to find and replace values within your NetSuite data?

When working with NetSuite data, there are often scenarios where you need to standardize, correct, or update values across multiple records efficiently. Here are common reasons why you might need to find and replace values:

  • Standardize inconsistent data entries (e.g., converting different spellings of company names)
  • Update outdated information across multiple records
  • Clean up formatting issues in imported data
  • Correct systematic errors in data entry
  • Normalize values for better reporting and analysis
  • Replace placeholder values with actual data

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

How to use NetSuite with Parabola

Parabola seamlessly integrates with NetSuite to help you automate your data transformation processes without any coding required. Here's why this integration is valuable:

  • Direct connection to NetSuite saved searches
  • Real-time data synchronization capabilities
  • Automated data cleaning and standardization
  • Visual Flow building for complex transformations
  • Scheduled runs for regular data updates
  • Error handling and validation built-in

Retrieving 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

  1. Add the Pull from NetSuite step to your Flow
  2. Connect your NetSuite account
  3. Select the saved search you want to use
  4. Configure any additional filters or parameters
  5. Run the step to preview your data

How to find and replace with Parabola

The find and replace functionality in Parabola allows you to make systematic changes to your data using simple rules. This powerful feature can transform your data according to your specific needs without requiring complex formulas or coding.

Key features

  • Multiple find and replace rules in a single step
  • Case-sensitive matching options
  • Bulk operations across multiple columns
  • Preview of changes before applying
  • Find and replace values in entire cells or values in any part of the cell

How to use

  1. Add the Find & replace step to the Canvas
  2. Select the columns to apply the rule to
  3. Create your first find and replace rule
  4. Add additional rules as needed
  5. Preview the results to confirm the changes

Practical use cases and examples

Customer name standardization

When dealing with customer records, companies often face issues with inconsistent naming conventions. Using Parabola's find and replace functionality, you can automatically standardize variations like "IBM Corp," "IBM Corporation," and "IBM Inc." to a single standardized format.

Product code cleanup

For inventory management, product codes might contain unwanted characters or outdated prefixes. Create a Flow to automatically clean these codes by removing special characters or updating old SKU formats to match new conventions.

Currency symbol normalization

Financial data often comes with mixed currency formats. Build a Flow to standardize currency representations by finding various symbols and formats (€, EUR, Euro) and replacing them with a consistent format for better reporting.

Finding and replacing values in your NetSuite data doesn't have to be a manual process. With Parabola, you can create automated Flows that handle these transformations consistently and reliably. Start building your own data transformation Flow today to save time and reduce errors in your data management processes.