Automatic form filling-in with data from CSV file

You can fill the form in manually, by typing the data, but you may also fill the form in automatically, by importing the necessary data from a CSV file.  This is a convenient way to fill in many forms in one process. In order to perform the automatic import, the form fields and the CSV file column must be connected. Automatic connection requires the names of the forms fields and the respective CSV file columns to be the same. You may then print the filled-in forms or save them as images.
Note. Any database or Excel worksheet may be saved into a CSV file.

To fill the form in automatically from a CSV file:

  1. Select the Data Import Wizard item in the File menu.
  2. Select the CSV file with the data to be used and click Next.
  3. To specify in what form field to input what data from a CSV file column, you must set up the connections between the form fields and the CSV file columns in the Linking dialog: just select the form field in the Form fields list and a CSV file column in the CSV columns and click the Link button. The selected pair will be displayed in the Linked fields list.
    Note: If the form fields and the respective CSV file columns have the same names, you can just click the Automatically button.
  4. Click Next.
  5. If the data to be imported contain dates or checkmarks, you must specify the values of the Checkmark field (what characters or character combination is equivalent to a checkbox that is "checked", and what is equivalent to "not checked") and the date format in order to have them processed correctly. You can do so in the Input formats dialog in the Checkmark field values in imported CSV file group: just enter the needed values in the "ON" values and "OFF" values items and click Add. The list of values will be updated with the newly entered values. To delete a value from the list, select the value and click Delete
    The date format is specified in the Date format in  imported CSV file group.
  6. Click Next.  The Output dialog will open. Specify the following in the dialog:
    1. Print filled forms.
      In this case the forms are filled in and printed out; no saving takes place.
      Note: We advise you to set up the printing options before clicking Next, just click the Print Setup button.
    2. Save the filled out forms to files.

      In this case the forms are filled in and saved into the folder specified in the Save In field. You can open the saved forms and edit them in FormFiller.

    3. Save filled forms as images.

      In this case, the forms are filled-in and saved as image files of *.tif format. The folder in which the images are saved is specified in the Save In field when you click the Browse button.

  7. Click Next. The Result window will open. It will list the names of the created form files and the import errors and warnings, if there were any.