Exporting form data (FDF, CSV, XML)

This article explores the different ways you can export form data using Soda PDF Desktop. There are a few ways to get your data.

 

Extract data from a single form

You can export form data to CSV, FDF, or XML.

  • Open the form in Soda 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.

 

 

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  • Choose Save and your new file will be created.

 

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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 in Soda PDF

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.

 

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Add new data to an existing data file

In this section, we'll cover two things:

 

Append data from a single open PDF form

Step 1 - Choose the export tool in Soda PDF

You can add form data to any CSV file.

  • Open the form in Soda 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.

 

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Appending data from multiple PDF forms

Step 1 - Choose the export tool in Soda PDF

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.

 

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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.

 

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We have two additional modules. The OCR module allows you to recognize and edit text within any scanned document or image. We also have the E-Sign module that allows you to electronically sign PDFs and track and manage e-signatures in real-time. If those modules are not available for you, you can purchase them here.

 

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