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.