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- How can I import data from Excel into a fillable P.
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/t5/acrobat-discussions/how-can-i-import-data-from-excel-into-a-fillable-pdf-form/td-p/9166836 Jun 08, 2017 Jun 08, 2017
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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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8 Replies 8 Community Expert ,/t5/acrobat-discussions/how-can-i-import-data-from-excel-into-a-fillable-pdf-form/m-p/9166837#M57786 Jun 08, 2017 Jun 08, 2017
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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?
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/t5/acrobat-discussions/how-can-i-import-data-from-excel-into-a-fillable-pdf-form/m-p/9166838#M57787 Jun 09, 2017 Jun 09, 2017
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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!
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Community Expert ,/t5/acrobat-discussions/how-can-i-import-data-from-excel-into-a-fillable-pdf-form/m-p/9166839#M57788 Jun 09, 2017 Jun 09, 2017
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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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/t5/acrobat-discussions/how-can-i-import-data-from-excel-into-a-fillable-pdf-form/m-p/9166840#M57789 Jun 13, 2017 Jun 13, 2017
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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!
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Community Expert ,/t5/acrobat-discussions/how-can-i-import-data-from-excel-into-a-fillable-pdf-form/m-p/9166841#M57790 Jun 13, 2017 Jun 13, 2017
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/t5/acrobat-discussions/how-can-i-import-data-from-excel-into-a-fillable-pdf-form/m-p/9166842#M57791 Jun 13, 2017 Jun 13, 2017
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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.
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Community Expert ,/t5/acrobat-discussions/how-can-i-import-data-from-excel-into-a-fillable-pdf-form/m-p/9166843#M57792 Jun 13, 2017 Jun 13, 2017
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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.
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/t5/acrobat-discussions/how-can-i-import-data-from-excel-into-a-fillable-pdf-form/m-p/9166844#M57793 Jun 13, 2017 Jun 13, 2017
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One uses Word for the source document but the variable data can come from a Word file, Excel file, Microsoft Outlook Contacts.
