How can i pre-fill a fillable pdf form from data in an excel spreadsheet and then email each individual their pre-filled form for editing, like you would mail merge in office
The mail merge is available with some versions of the PDF Maker plugin for Office (the Acrobat ribbon).
However, the option is not available in MS Excel.
You may try the workaround provided in the following forum thread with the similar issue.
Check if that works for you.
Hope that helps.
Let us know if you need any help.
I've developed a (paid-for) tool that allows you to do exactly that. You can set it up to use the value of a field as the email address, as well as specify the subject line, message body, etc. You can find it here: Custom-made Adobe Scripts: Acrobat -- Mail Merge and Email PDF Files
There are articles on this topic and scripts here:
If you are using Adobe Acrobat and Windows operating system, you can purchase the AutoMailMerge plugin available from EverMap (http://evermap.com/AutoMailMerge.asp), which is specifically designed to do this.
Thanks for updating, came in handy this afternoon!
I know this is three years old, but I came to this thread to figure it out a couple days ago. Ended up figuring it out by myself. If this is something you do regularly, I suggest investing in a tool that will do it for you, especially if there are multiple text field entries like email, phone, first name, last name, etc...
1. Create a Microsoft Excel spread sheet for just one of thise text field categories. For example: an excel spread sheet dedicated to emails.
2. Label each column in the top row email#1, email#2, email#3 and so on until you're done. This means that if you have 100+ emails, you would be naming columns all the way up to email#100.
*This is why I stress that this process is really involved and tedious and I suggest getting a plug-in (several listed below) if you have a long list or have to create these often.
3. Now you put in the emails. Each email gets its own column. Doing it this way gives me the most success.
*When I place every email in one column labeled "emails," this resulted in the data not importing properly
4. Convert the .xlsx file to a tab delimited text (.txt) file. Also be sure to save a .xlsx version.
5. Create your PDF with your fillable text field boxes. Make sure the formatting is even and aligned.
6. Label each email text field box according to the column name. The first Email text field box will be named email#1, the second will be named email#2 and so on.
7. Go to the "Prepare Form" tool. Look for a little tool icon next to the word More. Click the drop-down menu.
8. Import your .txt data by clicking "options" and selecting Text Files. Import
9. Start again with the next text field (names, phone numbers, addresses, etc...)
*I cannot stress how long this process will take. There are tools and resources in this thread, including the link to a Q&A thread that also details how to do a process similar to this.
Just a word of warning for anyone using third-party online PDF mergers: Make sure you don't share any sensitive or private information, as you never know who is behind such services and what is done with the data you upload to them!
This tool is cheap ($28), but it's not free > https://plainlab.gumroad.com/l/plainmerge
That link you gave is to the source code.
hi I like plainmerge, can it merge in a QR code or an image of a QR code?
Currently no, but you can request the feature to PlainMerge team I believe. They are pretty supportive.
My tool can do both things, by the way.
1. You cannot access all system fonts you are limited to base type fonts. It would be doable for us only if we can access and choose from all of our system fonts.
2. Color options needs to all for custom color codes to be used, otherwise it is not doable for us to use this app.
3. For those who are use to regular mail merge, they need to know that they have to lay out each field as Name1, Address1, Name2, Address2 accross the top row as headers for any forms used that have multiple records on on sheet. This is when you are spitting the printed record to be used such as name card holder. This is something we have done in the past so nothing new. It would be nice to have it read by row as a records. It is done in othe pdf merge applications. Just something to think about.
We do not want to create artwork that has names and departments on name tage in pdf then convert to word nor do we want to create in word then conver to PDF. Because of art layout is it cleaner and more visually pleasing to do everything in PDF.
Just thought someone might like to know! Otherwise simple to use, works smoothly! Great work to those who created it, maintain it and update it!
I believe PlainMerge support manual-input hex code for colors. The system fonts are not suppoted yet though.