Mail merge excel data into pdf fillable form

A very specific and useful task!

To mail merge Excel data into a PDF fillable form, you'll need to follow these steps:

Prerequisites:

1. Excel 2010 or later version
2. Adobe Acrobat DC or later version (free trial available)
3. A PDF fillable form template (you can create one using Adobe Acrobat or purchase a template online)

Step 1: Prepare your Excel data

1. Open your Excel file and ensure it's in a format that can be easily merged with the PDF form. Typically, this means having a header row with column names and subsequent rows with data.
2. Save your Excel file as a CSV (Comma Separated Values) file. This will make it easier to import into Adobe Acrobat.

Step 2: Create a PDF fillable form template

1. Open Adobe Acrobat DC and create a new PDF file or open an existing one.
2. Use the "Tools" panel to create a form by adding fields, such as text boxes, checkboxes, and dropdown menus.
3. Save your PDF file as a template.

Step 3: Mail merge Excel data into the PDF form

1. Open Adobe Acrobat DC and open your PDF template.
2. Go to "Tools" > "Prepare Form" > "Mail Merge" (or use the shortcut Ctrl+Shift+M).
3. Select "Excel" as the data source and choose your CSV file.
4. Map the Excel columns to the corresponding fields in your PDF form. You can do this by selecting the field in the PDF form and then selecting the corresponding column in the Excel data.
5. Click "Next" and then "Finish" to merge the data.

Step 4: Save the merged PDF file

1. Adobe Acrobat will create a new PDF file with the merged data. You can save this file as a new PDF file or overwrite the original template.

Tips and Variations:

• To make the PDF form more dynamic, you can use conditional formatting in Adobe Acrobat to change the appearance of fields based on specific conditions.
• If you have a large dataset, you may want to consider using a more advanced mail merge tool, such as Adobe Acrobat's "Batch Processing" feature or a third-party add-on like "PDF Mail Merge".
• You can also use other software, such as Microsoft Word or LibreOffice, to create a mail merge template and then export it to a PDF file.