How to Export MS Excel Data into PDF Documents Using Pabbly Connect

Learn how to automate the process of exporting MS Excel data into PDF documents using Pabbly Connect and Jotform integration in this detailed tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To start exporting MS Excel data into PDF documents, you must first set up Pabbly Connect. This platform allows seamless integration between various applications like Jotform and Microsoft Excel. Begin by signing up for a free account on the Pabbly Connect website.

Once signed up, log in to your Pabbly Connect dashboard and click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Export MS Excel Rows to PDF Files’. This will help you identify the automation later on.

2. Integrating Jotform with Pabbly Connect

In this section, we will connect Jotform to Pabbly Connect to capture form submissions. Select Jotform as your application and choose the trigger event as ‘New Response’. This trigger will initiate the workflow whenever a new form submission is received. using Pabbly Connect

• Select Jotform as the application.
• Choose ‘New Response’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, go to your Jotform settings and navigate to the Integrations section. Here, search for ‘Webhooks’ and paste the copied URL. This integration allows Pabbly Connect to receive data from your Jotform submissions.

3. Adding Data to Microsoft Excel

After integrating Jotform, the next step is to send the captured data to your Microsoft Excel sheet. In Pabbly Connect, add a new action step and select Microsoft Excel. Choose the action event ‘Add Row to Worksheet’ to insert the data into your Excel sheet. using Pabbly Connect

Connect to your Microsoft Excel account and select the workbook and worksheet where you want the data to be added. Map the fields from the Jotform submission to the corresponding Excel columns, such as name, email, phone number, and gender. Finally, click on ‘Save and Send Test Request’ to ensure the data is correctly added to your Excel sheet.

4. Creating Documents with Google Docs

Now that the data is in your Excel sheet, we will create a document using Google Docs. Add another action step in Pabbly Connect and select Google Docs. Choose the action event ‘Create Document from Template’ to use a pre-created template for your documents. using Pabbly Connect

• Connect your Google Docs account.
• Select the template you created in Google Docs.
• Map the data fields from Excel to the placeholders in your template.

After mapping the data, click on ‘Save and Send Test Request’. This will create a document in Google Docs with the data from the Excel sheet, replacing the placeholders with actual values.

5. Converting the Document to PDF

The final step is to convert the created document into a PDF format. In Pabbly Connect, add another action step and select Google Drive. Choose the action event ‘Share a File with Anyone’ to convert the document into PDF. using Pabbly Connect

Map the document ID from the previous step and click on ‘Save and Send Test Request’. This will generate a PDF link for the document you just created. You can now download the PDF or upload it back to Google Drive for storage.

Conclusion

By following this tutorial, you can automate the process of exporting MS Excel data into PDF documents using Pabbly Connect. This integration not only saves time but also ensures accuracy in document creation. Set up your automation today and enjoy seamless workflows!