Docupilot
HomeLoginSignup
Search…
Docupilot Help Documentation
Getting Started
Building Templates
Test your document template
Deliveries
Create document
Data Capture Form
API & Webhook Integration
Bulk Create
Integrate with Zapier
Integrate with Integromat
Integrate with Zoho Flow
Integrate with Integrately
Integrations
Reports
Developers
API Overview
Templates API
Folders API
Powered By GitBook
Bulk Create
Generating document from data present as a bulk.
Data present inside a .csv file can be used to create documents.
Here is how it can be done:
  • Select Create under TEMPLATE DETAILS.
  • Click on Bulk Merge tab and an option to upload a .csv file will be displayed.
  • Before uploading,
    • Make sure that the .csv file contains column headers.
    • At least one delivery should be configured for the template.
  • Once the file has been uploaded, tokens present in the template should be mapped to corresponding columns.
  • The total number of documents that will be generated can be viewed on the Generate Documents button.
  • 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.
Previous
API & Webhook Integration
Next
Integrate with Zapier
Last modified 1yr ago
Copy link