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

In this tutorial, we will show you how to automatically fill a PDF form template with Excel data using and Zapier.

  1. Create a Zap
  2. Microsoft Excel App
  3. Setup Microsoft Excel Configuration
  4. Test Trigger
  5. Test Trigger Result
  6. Add App
  7. Setup Action
  8. Test Action
  9. Test Result
  10. Filled PDF Form Output

We will use this sample Excel data to fill out the PDF form template.

Sample Excel Data
Sample Excel Data

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.

Microsoft Excel App

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.

Setup Microsoft Excel Configuration

Step 4: Test Trigger

  • Now, let’s test the trigger to make sure that we set it up correctly.

Test Trigger

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.

Test Trigger Result

We will now add another app and fill out the PDF form template using the Excel data.

Step 6: Add App

  • Let’s add the app and choose the PDF Filler to fill the PDF form fields.

Add App

Step 7: Setup Action

Let’s set up the 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.

Setup Action

Step 8: Test Action

  • Now, let’s test the action to see the result.

Test Action

Step 9: Test Result

  • Great! Our test was successful. Copy the URL and paste it into your browser to view the output.

Test Result

Step 10: Filled PDF Form Output

  • Here’s the filled PDF form with the Excel data.
Filled PDF Form
Filled PDF Form

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 Filler and fill out the PDF form fields.