Creating documents from a spreadsheet

DocuPotion allows you to generate a batch of PDFs in a single run. You can generate one document per row of a spreadsheet.

Steps

1. Create a template with merge fields
2. Upload a spreadsheet (.csv or .xlsx)
3. Map merge fields to columns in your spreadsheet
4. Name your PDF documents
5. Review and generate
6. Download your documents

Create a template with merge fields

DocuPotion allows you to create reusable templates using our AI-powered builder or by uploading an existing PDF.

Your template needs at least one merge field. Merge fields are the {{placeholder}}  values that get filled in from your data. If your template has no merge fields yet, you'll see a prompt to add one in the Preview tab before you can map a spreadsheet.

Once you're happy with your template, navigate to the Generate tab.

Upload a spreadsheet (.csv or .xlsx)

In the Generate tab, add your spreadsheet to the dropzone area:

Your spreadsheet should have:

• A header row as the first row (the column names).
• One row per document you want to create.
• Up to 5,000 rows and 20 MB per file. For larger jobs, split the file into batches of 5,000 rows or fewer.

Map merge fields to columns in your spreadsheet

DocuPotion automatically matches your template's merge fields to spreadsheet columns by name. Review each match and adjust any that are wrong using the dropdowns. A sample value from the first row is shown so you can check you've picked the right column.

Every merge field must be matched to a column before you can continue. When they're all set, click Continue.

Name your PDF documents

Choose how each generated PDF should be named. Type a file name pattern using your merge fields, for example:

{{full_legal_name}} - {{department}}

• Click a field under Insert field to add it, or type {{field_name}}  yourself.
• The Example line shows how a real file name will look, using your first row of data.
• Leave this blank to use default names (row-00001.pdf , row-00002.pdf , and so on).

Every generated document is saved to this run for 12 months, ready to download. Click Continue when you're happy.

Review and generate

Check the summary:

• Source: the file, the number of rows, and how many fields are mapped.
• File name: an example of the file names, and where the documents are saved.

When you're ready, click Generate [N] documents. The run screen shows live progress:

• A progress bar and the counts: Total rows, Generated, In queue and Failed.
• Each row's status — Rendered, Generating or Failed.

Download your documents

• View PDF next to any row opens that single document.
• Download all (.zip) downloads every document from the run in one file. The button prepares the zip first, then becomes clickable.

Tips

• Keep your header row tidy. Column names that closely match your merge field names get auto-mapped for you.
• One document per row. If you need 400 certificates, your spreadsheet has 400 data rows.
• Split very large files. Anything over 5,000 rows should be broken into multiple uploads.
• Nothing is charged for skipped or failed rows . Only for documents that are actually generated.