How to mail merge from Excel into a PDF form?

Question

I have been asked to pull a spreadsheet of data into a PDF form that is set up as a label template. The excel data is the products stocked along with their code. We are wanting to pull this data into the branded PDF form I have created to make labels for each item in the warehouse. I have watched a few tutorials and I am REALLY struggling to figure this out. It seems it is not a straightforward task. Does anyone know how to do this or can point me in the direction of how best to go about what we want to achieve please?

Answer 1

Hi Rebekah

I'm AnnaThomas and I'd happily help you with your question. In this Forum, we are Microsoft consumers just like yourself.

While Word has a built-in mail merge feature that can use data from an Excel spreadsheet to generate form letters or labels, there is no built-in feature in Excel or Adobe Acrobat for merging data from an Excel spreadsheet into a PDF form.

However, there are several third-party tools and workarounds that you can use to achieve this. One option is to use a tool like PDF.co or PDF Mail Merger, which allows you to upload your PDF form and Excel file, map the data fields, and generate merged PDFs. Another option is to use Adobe Acrobat’s AutoMailMerge tool to create a mail merge with your Excel data and PDF form

https://www.youtube.com/watch?v=LyfSA9XNrRc

Note: This is a non-Microsoft website. The page seems to provide accurate and reliable information. Beware of advertisements on the site that may advertise products frequently classified as PUPs (potentially unwanted products). Do thorough research on any product advertised on the site before downloading and installing it.

I hope this helps ;-), let me know if this is contrary to what you need, I would still be helpful to answer more of your questions.

Best Regards,

AnnaThomas

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Answer 2

Hi

Use Microsoft Word's Mail Merge feature and set up your labels.

Mail merge lets you use any Word field. You're not limited to just name, address, city etc. You can insert the field that holds the data you want to merge. You can combine this with IF statements to make custom labels for each recipient.