Bulk Create
Generating documents in bulk from an Excel or CSV
Last updated
Generating documents in bulk from an Excel or CSV
Last updated
Data from a CSV file can be used to create numerous documents at once. For Bulk Merge to work, first setup at-least one delivery under your template. Follow below steps to create numerous documents at once using Bulk Merge.
Navigate to the Create tab in template details page, then click on the Bulk Merge tab.
Upload desired CSV file. Ensure that the first row of CSV contains column headers
Once the file has been uploaded, tokens present in the template should be mapped to corresponding columns. If the column names are similar Docupilot will automatically map the fields for you. The mapping will be remembered across bulk-merge invocations so you wouldn't have to re-map every-time.
The total number of documents that will be generated can be viewed under Execution History.
Documents that are generated will be delivered to all the configured deliveries.
In test mode, documents will be generated only from the first 10 records and the generated documents will contain watermark on them.
