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Automating process of Excel > PDF > File

  1. #1
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    Unhappy Automating process of Excel > PDF > File

    Hello,

    I was wondering if anyone has any ideas on how I could automate this process as I was unable to figure it out in a prior post:

    I need a way to take rows of data from an excel sheet and place it into a generated PDF, then have that PDF be placed in its correct file.

    For example, if I had customer billing information in an excel sheet, I would need to take the name, date, and invoice amount out of that excel sheet and place it into the correct spots of a universal bill PDF, then put that bill PDF into its correct file in our system. Is there anyway to automate this process?

    Right now, the PDFs are manually edited and transferred to the correct file.

    Current Steps:

    1.) Open Excel Billing File with Customer information
    2.) Open Default Billing PDF
    2.) Copy Cell with Name from Excel
    3.) Paste Name into Billing PDF
    4.) Copy Cell with Invoice Amount
    5.) Paste Invoice Amount into Billing PDF
    6.) Copy cell with Date
    7.) Paste date into Billing PDF
    8.) Save PDF to Outgoing Invoices File

    Then repeat this process for every customer. You can see how this would be tedious to manually do.

    I am trying to automate this process so with a few clicks I can have the customer data from excel flow into our universal default PDF, and have this PDF saved in this "Outgoing Invoices" file.

    Thank you for the help.

  2. #2
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    Re: Automating process of Excel > PDF > File

    Sounds like it would be a lot easier to have a sheet (copy of the "Billing PDF" as a Template) in excel and save/print it as a .pdf file.
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  3. #3
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    Re: Automating process of Excel > PDF > File

    Excel does not have any built-in functionality that can edit a PDF file.

    There is a VBA API available if you have Adobe Acrobat Professional installed (not the Reader, but the full Professional version). Then you would have to learn the API to find out how to edit form fields.

    It might be possible to do this by sending keystrokes to whatever app you would use if you were going to edit the PDF file manually. I'm not 100% sure it's even possible, and if it is, it would be tedious to build, and error-prone.

    My preferred way to solve this would be what jolivanes suggests, which is to replicate default Billing PDF as an Excel sheet, then use VBA to fill in the fields and Export as a PDF file to the desired folder.

    Another way to do it is to put the Default Billing PDF in Word, then use VBA to populate the form (possibly using MailMerge) and Export as PDF. This is much more complicated as you would have to have code to integrate Excel and Word, but it would give more flexibility as to the layout of the default Billing form.
    Jeff
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