Auto populating a fillable PDF from an excel file

[sitravel]

I have a fillable PDF and I want to modify the form fields  so that I can auto populate data from an excel file. I have a data sheet that needs entering each month and, if I can get this set up correctly, it will save me a lot of time! There are a total of 7 rows on the excel file and, each month there would normally be no more than 20 columns. I've got as far as 'preparing a form' in adobe acrobat - I've tried changing a couple of form fields and then importing data from the Excel file but it's not working and I can't work out what I'm doing wrong.

Any help would be greatly appreciated!

[try67]

You must save the Excel file as a tab-delimited file first (this can be done in Excel), and it must have the correct structure to be imported to your PDF file, meaning the first row must contain the field names, and the rows after that their corresponding values. You will only be able to import one row at a time, though, unless you use a script to perform a Mail Merge command.

[RichardHall]

Could you please expand on this, possibly a walk through? Or are there any classes available for this?

[try67]

For which part? If you want to do it using a script, there's this (paid-for) tool I've developed for this task:

https://www.try67.com/tool/acrobat-mail-merge-and-email-pdf-files

It comes with detailed instructions on how to install and use it.