Adobe acrobat mail merge from excel
Adobe Acrobat provides a feature called "Mail Merge" that allows you to merge data from an Excel spreadsheet into a PDF document. Here's a step-by-step guide on how to do it:
Prerequisites:
- Adobe Acrobat DC or Acrobat Reader DC (version 2015 or later)
- Microsoft Excel (version 2010 or later)
- A PDF document with a form or a template that you want to fill with data from Excel
Step 1: Prepare your Excel data
- Open your Excel spreadsheet and select the data you want to use for the mail merge.
- Make sure the data is organized in a table format with headers in the first row.
- Save your Excel file.
Step 2: Create a PDF form or template
- Open Adobe Acrobat and create a new PDF document or open an existing one.
- Create a form or template with fields that match the data in your Excel spreadsheet. You can use the "Tools" panel to create form fields.
- Save your PDF document.
Step 3: Set up the mail merge
- Open your PDF document in Adobe Acrobat.
- Go to "Tools" > "Prepare Form" > "Mail Merge".
- Select "Excel" as the data source and choose your Excel file.
- Choose the worksheet and range of cells that contain the data you want to use for the mail merge.
- Click "Next" to proceed.
Step 4: Map the fields
- In the "Map Fields" window, match the fields in your Excel spreadsheet with the corresponding fields in your PDF form.
- You can use the "Auto-map" feature to automatically match fields based on their names.
- Click "Next" to proceed.
Step 5: Run the mail merge
- In the "Merge" window, select the output options:
- Choose where you want to save the merged PDF files.
- Select the file format (PDF or PDF/A).
- Choose the page range and orientation.
- Click "Merge" to start the mail merge process.
Step 6: Review and save the merged PDFs
- Adobe Acrobat will create a new PDF file for each record in your Excel spreadsheet.
- Review the merged PDFs to ensure that the data is accurate and formatted correctly.
- Save the merged PDFs to a location of your choice.
Tips and Variations:
- You can use Adobe Acrobat's "Batch Processing" feature to automate the mail merge process for multiple Excel files.
- You can also use Adobe Acrobat's "JavaScript" feature to create custom mail merge scripts.
- If you have a large dataset, you may want to consider using Adobe Acrobat's "Batch Processing" feature or a third-party add-on like "Acrobat Mail Merge Pro" to speed up the process.