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This article explores the different ways you can export form data using Soda PDF. There are a few way to get your data.
- Extract data from single form
- Create a data file from group of forms
- Add new data to an existing data file
Extract data from single form
Step 1 - Choose export data feature in Soda PDF
You can export form data to CSV, FDF or XML.
- Open the form in Soda PDF.
- Click on the Forms Tab.
- Choose the Export dropdown and select Export Data.
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.
- Choose Save and your new file will be created.
Congratulations you've extracted the data from your form :)
Create a data file from a group of forms
You can group form data together and export them to CSV. This CSV will contain a list of all field names and any values that are filled in.
Step 1 - Group your completed forms in a folder
Each person who fills out your form will give you back a unique PDF.
- Create a new folder on your system for all completed forms.
- Put the forms into this folder.
Step 2 - Choose the export tool in Soda PDF
You can combine the data results of multiple forms into a single CSV file. This feature will only be available if a PDF document is already open in Soda PDF.
- Open the Forms Tab.
- Choose the Export dropdown.
- Click on Combine Forms to Sheet.
Step 3 - Select the forms
The Export Multiple Forms to a Sheet box will appear.
- Click on ADD DOCUMENTS...
- Choose the forms that have the data you need.
- Then click EXPORT to create your data file.
Step 4 - Save your CSV data file
The last step is to save your CSV.
- Choose the save location.
- Name your file.
- Click Save
Congratulations, your data file is now ready for use :)
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 and 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 in Soda PDF
You can add form data to any CSV file.
- Open the form in Soda PDF.
- Click into the Forms Tab.
- Choose the Export dropdown.
- Pick Append to Existing Sheet
Step 2 - Choose the CSV file
- Choose the CSV file.
- Click Open.
Congratulations the form data is now added to your CSV :)
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. This feature will only be available if a PDF document is already open in Soda PDF.
- Open the Forms Tab.
- Choose the Export dropdown.
- Click on Combine Forms to Sheet.
Step 2 - Select the forms
The Export Multiple Forms to a Sheet box will appear.
- Click on ADD DOCUMENTS...
- 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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