JSON to doc fill

Excel to doc -Convert Excel to PDF and Word Docs

Excel to doc Sample


The following example display how to go about the population of Excel data into Word templates for generation of PDF and Word documents.

The sample template has dynamic text, tables, and hyperlinks. In case you're unable to view the below sample word template and Excel file because of your browser's security settings, you can download them from here.

Sample-Template

Sample-Excel



In the Excel file, notice matching headers with dynamic tag names of the template. For example, "Enter_Name" is present in both Excel and template. Though you can upload any Excel with any header names, having matching headers allows you to skip the mapping screen (2nd step of the population). Thus this saves time if you're planning to populate the same Excel file format again-and-again into your template.

For "linkname" dynamic field, there is no corresponding data in Excel. In such cases, the generated documents display just blank in the place of the dynamic field.


Description


The template has text, table, and hyperlink dynamic fields

Text : {Enter_Name} and {Enter_Email} are dynamic text fields. EDocGen treats text placed in "{}" as dynamic text field.

Table : The Job table has Role, Company and Address columns. Table starts with {#tablename} and ends with {/tablename}. So you notice {#Job} in the first column and {/Job} in the last column. Column values are text fields. EDocGen loops over the JSON to populate a row into the Job table.

Hyperlink : The dynamic data passed to hyperlink tag would be displayed as a link in blue color. You can use it to display a URL or text that links to another URL. EDocGen treats text placed in "{~}" as hyperlink. In the template {~linkname}{~Enter_Name} are dynamic hyperlinks.

Show text based on Conditions (If-Else): If the Enter_Name value is "Steve", we are showing some text. Similarly, you can also test for boolean for hiding/displaying data.


Excel file population


You can use both PDF and Word templates with EDocGen. Edit them in your favorite editors to add tags and upload into EDocGen. While you can also modify your templates inside the App as well, it is suited more for minor changes.

After uploading, hover-over document template and click “Create Document” action button. This opens a side-screen and in the drop-down select “generate documents from Excel".

Select your Excel file and upload it. After this step, EDocGen prompts you to select the sheet from which you want to populate data and the orientation of Excel file data. EDocGen supports both vertically and horizontally aligned Excel data.


Excel population


The second step of Excel to PDF or Word population is data mapping. If your template has a large number of dynamic fields, mapping each one to them to corresponding Excel headers, every time you populate is time-consuming. If Excel header names match with the template's dynamic fields, EDocGen automatically maps them. This allows you to skip the mapping screen during documents creation.


Mapping screen


Clicking on the generate button creates bulk documents in zip format in the output folder and they would be mailed to your registered email id as well.


Two special kinds of populations, which you can easily do with EDocGen.

Vertical mail merge

Typically calculations involving summing of various fields is written from top to bottom. This vertically aligned data can be populated into the template using EDocGen. All you've to do is select the orientation of data after uploading excel data.

Much like normal headers, all the fields in the first column wpuld be treated as headers and values in subsequent columns would be treated as data.

Grouping/ Many-to-one merge

The first step is to modify the Excel to group the rows and use that to populate the template. EDocGen is intelligent to understand those groupings to perform both many-to-one mail merge and one-to-one mail merge in the same template.

Please refer to below examples on how to go about the grouping of rows.


Many-to-one-Template

Many-to-one-Excel


Trouble Shooting

  • Unable to upload template

    It may be due to wrong dynamic tags. Just make sure you're closing every tag properly and only uses the tags that are supported by EDocGen