How to Automatically Fill PDF Form Template with Excel Data using PDF.co and Zapier

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 using our Request Tester.
• 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.