In 2026, data extraction has shifted from manual entry to automated, AI-enhanced workflows. Modern supply chains prioritize real-time connectivity and high-fidelity data to feed into predictive analytics and agentic AI systems.
1. Connecting to Databases (SQL Basics)
Relational databases (SQL Server, PostgreSQL, MySQL) remain the primary storage for transactional supply chain data.
- Essential SQL Commands: Analysts use
SELECTto pull specific subsets (e.g., all orders > $10k),JOINto combine warehouse and shipment tables, andWHEREfor logical filtering. - Tools: Most professionals use interfaces like SQL Server Management Studio (SSMS), pgAdmin, or database connectors in Power BI and Tableau to visualize results directly.
- Incremental Extraction: Techniques like Change Data Capture (CDC) ensure only modified records are extracted, reducing system load compared to full daily exports.
2. Working with APIs and Web Services
APIs (REST, GraphQL) have become the “modern standard” for real-time data exchange with cloud-based SaaS platforms.
- Real-Time Syncing: APIs enable live tracking of shipment statuses or inventory checks, moving away from batch processing.
- Integration Glue: Low-code tools like Zapier or Power Automate use APIs to trigger workflows (e.g., a low-inventory alert in an ERP automatically initiates a purchase order in a supplier portal).
3. Extracting from Excel, CSV, and Unstructured Files
Despite advanced systems, flat files and documents still dominate many supply chain nodes.
- Excel/CSV Automation: Tools like Velocity or Python scripts create “AI-ready data lakes” from shared spreadsheets, tracking cell-level changes for better governance.
- AI-Powered OCR: 2026 technologies use Large Language Models (LLMs) to extract structured data from complex, unstructured documents like scanned PDFs, packing slips, and handwritten invoices with high accuracy.
4. EDI and Data Exchange Formats
Electronic Data Interchange (EDI) remains critical for high-volume, standardized business documents.
- Standards: Global formats like EDIFACT and ANSI X12 ensure seamless communication across international borders.
- Hybrid Approach: Leading supply chains now use a hybrid model: EDI for stable, high-volume transactions (e.g., monthly invoices) and APIs for dynamic, real-time tasks (e.g., live location tracking).
5. Automating Data Extraction Processes
Automation is no longer optional; it is essential for operational speed and error reduction.
- ETL/ELT Pipelines: Cloud-based tools (e.g., Fivetran, Airbyte) provide pre-built connectors that automate extraction, schema management, and error handling.
- RPA (Robotic Process Automation): RPA is used to bridge gaps between legacy systems that lack APIs, mimicking human data entry to move info between old and new software.
- Impact: Automation can reduce document processing costs by up to 80% and improve purchase order cycle times by as much as 90%.