How to Convert Part of a PDF to CSV by using PDF.co and Zapier

We prepared this step-by-step tutorial with screenshots to teach you how to convert a part of the PDF to CSV by using the ExtractionArea profile in Zapier. This way you can specify an area that you only want to be extracted.

We will use this sample PDF and convert only a specific area into CSV. We will only extract the part with the rectangle.

Screenshot of Source PDF
Screenshot of Source PDF

After following the step by step guide, the result will look like this:

Screenshot of Output CSV
Screenshot of Output CSV

Step 1: Make a Zap

Start by clicking on Make a Zap! at the upper-left corner of your Zapier dashboard

Step 2: Set Up Trigger

We will now set up our Trigger. Search and select Google drive as the App event. As for our Trigger Event go ahead and choose New File in Folder. In this case, whenever there’s a new file added to your specific folder, it will trigger this zap.

Selecting Google Drive as the Trigger and New File in Folder as the Trigger Event

Note

If you are not a Google Drive user, you can use a different cloud storage service such as Dropbox, OneDrive, etc., and look for a similar Trigger Event.

Step 3: Connect Google Drive Account

Select or connect your Google Drive account which you will be using with Zapier

Choosing a Google Drive account to use

Step 4: Select Folder

Select My Google Drive as the drive to be used and select the specific folder where the PDF file is located. In my case, I put the PDF file in the Tutorial folder.

Choosing My Google Drive as the drive to be used and selecting the folder that contains the PDF File

Step 5: Test Trigger

We will then Test the trigger to check for any errors.

Testing the trigger

Now that we've finished setting up the Trigger, we will set up the Action.

Step 6: Choose Action Event

Search and select PDF.co as our App event and select PDF to Anything Converter as our Action event. With PDF to Anything Converter, you can convert your PDF File into Text, CSV, HTML, XLS, etc.

Choosing PDF.co as the Action and PDF to Anything Converter as the Action Event

Step 7: Connect PDF.co Account

Select or connect your PDF.co account which you will be using with Zapier. You can get your API key by visiting the PDF.co dashboard.

Choosing a PDF.co account to be used

Step 8: Insert Code

Under Set up Action, choose CSV(comma-separated values) as Output Format. Set the PDF URL as Web Content Link. For the Custom Profiles, insert the following code:

"ExtractionArea": [
30.0,
309.0,
534.75,
135.0
]
Setting up the action
Adding the code to the Custom Profiles

Note

You can get the coordinates for your PDF with our PDF Edit Add Helper. The format for ExtractionArea would be X,Y,Width,Height.

Step 9: Test Action

We will now Test the action. Click on Test & Review to see if there are any errors or none.

Testing the action

Step 10: Output

Once the test returns as successful. You can use the link to view and download the output PDF.

Test successful

Video Guide