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Rchenna_'s avatar
Rchenna_
Copper Contributor
Dec 20, 2023

Fillable PDF to Excel

Hey everyone,

 

I have a fillable pdf that customers send over. The pdf has text fields, checkbox fields, and dropdown fields. Is there a way to extract the filled information from the pdf into an excel format?

3 Replies

  • Rodrigo_'s avatar
    Rodrigo_
    Iron Contributor

    Hello Rchenna_,

    Yass, there are few ways to extract those data from fillable PDF into an Excel format.

    1. Excel's Get Data
      • Go to Data >> Get Data >> From File >> From PDF.
      • Select the PDF file you want to import to your Excel file.
      • The Import Data Window will appear. Click on Import.
      • You will see the Navigator window. Excel will convert the PDF file into a table and name the table Page001 by default.
      • Select Page001 and you will see a preview of the table on the right side.
      • Click on Transform Data if you want to edit the table. Otherwise, you may just click on Load which will bring you the table in a new sheet.
    2. Using Adobe Acrobat Pro
      • Open the fillable PDF
      • Select Tools >> Forms >> More Form Options >> Merge Data Files into Spreadsheets.
      • You can now export everything from your fillable PDF file to an Excel spreadsheet.

     

    source: How to Export Data from Fillable PDF to Excel (with Quick Steps)

     

    • Rchenna_'s avatar
      Rchenna_
      Copper Contributor

      Rodrigo_ Is there a way to automate it if we have multiple filled files coming in at times? I would like a faster way of doing the same process. or is there like a drag and drop software/website out there that just gives us the excel sheet?

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