In this tutorial, we will show you how to automatically fill a PDF form template with Excel data using PDF.co and Zapier.
We will use this sample Excel data to fill out the PDF form template.

Step 1: Create a Zap
- To begin. First, log into your Zapier account and click on the Create Zap button.
Step 2: Microsoft Excel App
- Next, search and select the Microsoft Excel app. Then, choose the New Row as a trigger.
Step 3: Setup Microsoft Excel Configuration
Let’s set up the Microsoft Excel configuration.
- In the Storage Source field, we will use OneDrive file storage.
- In the Folder field, enter the folder where the excel file resides.
- For the Spreadsheet field, select the specific spreadsheet that contains the excel data.
- For the Worksheet field, enter your worksheet index.
Step 4: Test Trigger
- Now, let’s test the trigger to make sure that we set it up correctly.
Step 5: Test Trigger Result
- The test trigger was successful and returned the excel data that we can use to fill out a PDF form template.
We will now add another app and fill out the PDF form template using the Excel data.
Step 6: Add PDF.co App
- Let’s add the PDF.co app and choose the PDF Filler to fill the PDF form fields.
Step 7: Setup PDF.co Action
Let’s set up the PDF.co configuration.
- For the Source PDF field, input the direct URL of your source file.
- For the Fillable Fields, set values for fillable fields inside pdf forms. Use the following format
page;fieldName;value.
You can get the PDF form field name info at this link. - For the Output PDF Name field, type in your desired output file name.
Step 8: Test Action
- Now, let’s test the action to see the result.
Step 9: Test Result
- Great! Our test was successful. Copy the URL and paste it into your browser to view the output.
Step 10: Filled PDF Form Output
- Here’s the filled PDF form with the Excel data.

In this tutorial, you learned how to automatically fill a PDF form template with Excel data using Zapier. You also learned how to use the PDF.co PDF Filler and fill out the PDF form fields.