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Import pdf data into my custom excel template

Anonymous
2022-02-09T04:26:31+00:00

Every day I manually transfer/type out the data I need from a PDF into a custom excel spreadsheet (and from there I use MailMerge to create word documents that have the pertinent info from Excel). I don’t know how to automate the transfer of relevant data in the PDF into my custom Excel spreadsheet. I’ve looked at power query and read about vba but I am still not sure how to make it work. I’m not trying to import tables. Just data like names, numbers, addresses and other text…into excel fields specifically for those names, numbers, addresses and other text. Thanks!

Microsoft 365 and Office | Excel | For business | Windows

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  1. Anonymous
    2022-02-09T05:35:24+00:00

    Hello, Soccerfan

    Thank you for posting your query to community forum.

    As I understand you want to import text data from a PDF file into Excel spreadsheet.

    The easiest way to insert the data from PDF file is select Data menu tab > Get Data > From File > From PDF > browse a PDF file and click Import. In the Navigator menu you can select the pages > Load. If you want to manage the columns you can select Transform Data.

    Another option you can copy a text in PDF file > open Excel and on Home tab select Paste drop-down menu > Paste Special… > choose Text > OK.

    In Data tab click Text to Columns > proceed through the settings and select Finish.

    If the provided methods don’t meet your requirements, I would kindly ask you to post the screenshots of the formatting of PDF file, Excel templates appearance and result you want to achieve.

    Thank you for understanding.

    Best Regards,

    Igor

    4 people found this answer helpful.
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  2. Anonymous
    2022-02-09T05:42:09+00:00

    2 people found this answer helpful.
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  3. Anonymous
    2022-02-11T10:56:42+00:00

    Thank you for the replies. I still have not had a chance to test these options yet as I'm trying to change wheels on a moving car at work right now. I'm hoping the answer is here because it will make me much more productive. If one of these works I'll post back here again to let the community know the outcome. Thank you!!!

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  4. Anonymous
    2022-02-11T05:53:26+00:00

    Hello, Soccerfan

    Please let us know if you need a further assistance.

    Regards,

    Igor

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