Trying to figure out how to bulk import data from Excel and output multiple files

Question

I am a newbie to the forum, so apologise if this should be posted somewhere else- but loolking for some help.

I have an excel file (or CSV, or Dilimited) with 10 fields. I have been able to create a form and name the fields and get them to match with my import file.

ie- Name, Address, Phone etc....

Where I am getting stuck is under the More>>import data, I can see the source document, and the data, and when I click on import it only populates 1 field. I try to select all the fields but doesn't seem to be working. Any guidance,

The end result is I have a data set in excel with 100 names of customers, I need to be able to auto generate 100 statements at the end of each month and have these statements get saved into a single folder- and want to be able to run this as a batch, not one-by-one.

Am I using the right program, and if so what might I be doing wrong

try67 · Answer

This kind of operation is a called a Mail Merge. You can achieve it using the Adobe PDFMaker plugin in Word, for example, but not in Excel. To do that you would need to use a script, like this (paid-for) tool I've developed that does just that: https://www.try67.com/tool/acrobat-mail-merge-and-email-pdf-files

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