Fill a PDF form from a spreadsheet (mail merge)

Use this when the same form has to be filled many times from data you already have: certificates for a class, offer letters, vendor packets. You get one PDF per spreadsheet row, named from that row's data.

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   Step 1: Drop both files

   In Fill PDF from Excel, drop a Fillable PDF (a PDF with form fields) and a Spreadsheet (CSV or XLSX, one row per document), then choose Map columns.

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   Step 2: Match columns to fields

   Under Match columns to fields, PDFBetter matches what it can by name. Check each PDF field against its Spreadsheet column, or choose — leave empty —.

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   Step 3: Check the data

   Rows that break the form's rules (a missing required value, an invalid email, an option that doesn't exist) are listed with the reason. Fix the spreadsheet, or tick Skip rows with problems.

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   Step 4: Name the output files

   In File name template, use {Column name} for cell values and {row} for the row number. {#:3} pads the number to 001.

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   Step 5: Generate

   Leave Flatten the filled PDFs on so values can't be changed, or turn it off to keep fields editable. Then run it and download the ZIP.

Browser runs and server runs

Up to 50 rows, everything happens in your browser: no account, no upload and nothing counted. Larger runs are filled on PDFBetter's servers. They need a free account with a confirmed email address, run one at a time, and count toward your monthly spreadsheet fill rows.

• The spreadsheet needs one header row. Merged cells and several header rows should be cleaned up first.
• Excel formulas aren't recalculated; the stored cell values are used.
• The PDF must have form fields. If it doesn't, make it fillable first.