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bend89492631
bend89492631
Participant
June 8, 2017
Question

How can I import data from Excel into a fillable PDF form?

  • June 8, 2017
  • 3 replies
  • 16185 views

I have a spreadsheet of over 200 clients every week who get seen by our financial advisers. During this meeting they complete a fillable PDF Fact Find. In order to speed up this process I'd like to pre-populate the clients basic details (name,address, adviser name etc) into the fillable PDF from my initial spreadsheet. Is this possible? If yes, what software do I need? Thanks.

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3 replies

bend89492631
bend89492631Author
Participant
June 13, 2017

This tells you how to create a PDF from an Excel spreadsheet but it doesn't talk about a mail merge from excel to pre-populate a fillable PDF unless I've missed something?! Cheers.

try67
Community Expert
try67Community Expert
Community Expert
June 13, 2017

It tells you how to perform a mail merge from Word to PDFs. I thought it was possible from Excel too, but I'm not seeing this option anymore...

You can always use the tool I've developed to do that.

bend89492631
bend89492631Author
Participant
June 13, 2017

Thanks for your help. I've just downloaded the free trial of Adobe Acrobat DC as I want to see if I can get this to work before paying for the product. I believe I have the PDF Maker plugin with this free trial which should enable me to merge my spreadsheet into a fillable PDF. Could you please explain exactly how I'd go about doing this?

Thanks again for your help!

try67
Community Expert
try67Community Expert
Community Expert
June 13, 2017

See: Create PDFs with PDFMaker in Adobe Acrobat (Windows)

try67
Community Expert
try67Community Expert
Community Expert
June 8, 2017

Do you mean that you want to create a separate PDF file for each client in the spreadsheet (Mail Merge), or that you want to import the full data to a single PDF file?

bend89492631
bend89492631Author
Participant
June 9, 2017

Ideally I'd like to create a separate PDF file for each client in the spreadsheet. Is this possible? Any help on how to do this would be much appreciated!

try67
Community Expert
try67Community Expert
Community Expert
June 9, 2017

Yes, it is. This process is called a Mail Merge. You can do it with some versions of the PDF Maker plugin for Office (the Acrobat ribbon), or by using a script, like this one I've developed: Custom-made Adobe Scripts: Acrobat -- Mail Merge and Email

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