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This article explores the different ways you can export form data using Expert PDF. There are a few ways to get your data.
- Extract data from a single form
- Create a data file from a group of forms
- Add new data to an existing data file
Extract data from a single form
You can export form data to CSV, FDF, or XML.
- Open the form in Expert PDF.
- Click on the Forms Tab.
- Choose Form Data.
- Select the Export option.
You'll be prompted to name your file and choose the file type for your export.
- Name your new file.
- Choose the file type from the dropdown below the naming field.
- Click Save and your new file will be created.
Create a data file from a group of forms
You can group form data together and export it to CSV. This CSV will contain a list of all field names and any values that are filled in.
Step 1 - Choose the export tool
You can combine the data results of multiple forms into a single CSV file.
- Open the Forms Tab.
- Choose the Form Data.
- Click on Combine Forms to Sheet.
Step 2 - Select the forms
The Documents to Combine Forms to a Sheet box will appear.
- Click on the plus icon "+".
- Choose the forms that have the data you need.
- Then click EXPORT to create your data file.
Step 3 - Save your CSV data file
The last step is to save your CSV.
- Choose the save location.
- Name your file.
- Click Save.
Add new data to an existing data file
In this section, we'll cover two things:
- Appending the data of a single open PDF form to an existing CSV file
- Appending the data from multiple PDF forms to an existing CSV
Append data from a single open PDF form
Step 1 - Choose the export tool
You can add form data to any CSV file.
- Open the form in Expert PDF.
- Click on the Forms Tab.
- Choose the Form Data.
- Select the Append to Existing Sheet option.
Step 2 - Choose the CSV file
- Choose the CSV file.
- Click Open.
Appending data from multiple PDF forms
Step 1 - Choose the export tool
You can combine the data results of multiple forms into a single CSV file.
- Open the Forms Tab.
- Choose the Form Data.
- Click on Combine Forms to Sheet.
Step 2 - Select the forms
The Documents to Combine Forms to a Sheet box will appear.
- Click on the plus icon "+".
- Choose the forms that have the data you need.
- Check the box next to Append to existing file.
- Choose EXPORT.
Step 3 - Choose your CSV
- Choose the CSV file that will be appended.