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How to import data from a .CSV file into Adobe Acrobat

Community Beginner ,
Jul 08, 2020

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Hey, 

I have a small business which deals with personalisation. I have created a personalised letter which goes out to my customers each month inside their subscription box. At the moment I am going into the backend of the website, copying their names and pasting it into my illustrator file and exporting it as a PDF. However this is long and laborious. 

 

I have the ability to download a .CSV file which has the names of the customers on, so is there a way for me to input specific fields from this file into my PDF? 

 

Thanks,

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How to import data from a .CSV file into Adobe Acrobat

Community Beginner ,
Jul 08, 2020

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Hey, 

I have a small business which deals with personalisation. I have created a personalised letter which goes out to my customers each month inside their subscription box. At the moment I am going into the backend of the website, copying their names and pasting it into my illustrator file and exporting it as a PDF. However this is long and laborious. 

 

I have the ability to download a .CSV file which has the names of the customers on, so is there a way for me to input specific fields from this file into my PDF? 

 

Thanks,

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Most Valuable Participant ,
Jul 08, 2020

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Yes. This process is called Mail Merge. You just need to add fields to your PDF form that match the names of the columns in your CSV file and then use a tool to import the data into it, generating a unique file for each recipient.

This can be done using the Adobe PDFMaker plugin for Word, or using a script, like this (paid-for) one I've created, which will even allow you to automatically email the merged files to the recipients if your data file includes their email addresses.

You can find it here: http://try67.blogspot.com/2011/09/acrobat-mail-merge-and-email.html

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Community Beginner ,
Jul 08, 2020

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Thanks so much for your speedy reply. Can I do this without using a PDF form?

 

I have designed a personalised letter in illustrator then saved it as a PDF. I then open this PDF in Acrobat, it is here I want to input the name onto an A5 letter along with a C6 envelope. 

 

 

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Most Valuable Participant ,
Jul 08, 2020

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I guess it can be done with comments instead of form fields, but that's much more complicated.

Why don't you want to use a form?

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Community Beginner ,
Jul 08, 2020

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I guess it's because it's a bespoke design, I haven't really looked into form formatting. I will take a look at it as an option though. Thank you for your help, it's much appreciated. 

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Most Valuable Participant ,
Jul 08, 2020

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You should also take a look at doing this in Word. Word is really good at doing a mail merge of letters and can use a CSV file directly. 

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Community Beginner ,
Jul 08, 2020

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I hadn't thought of that. I have just looked into how this could work and I think it might be a much simpler approach. I think I was making it too complicated. Thanks so much! 

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