To help improve the process, here are some general tips to The auto field detection process looks for certain basic form designĮlements. And then use the import data to link your Excel, and fix the fields if necessary.Īpparently it can be a bit buggy if you use libraries but it's probably faster to create at least the fields in Indesign.

You can create forms from Indesign and export your PDF as interactive. Illustrator invoice to client useable PDF That's something maybe the new Acrobat Pro fixed and made more convenient. You might need to copy/paste them from one PDF to the other or re-do them all again. One thing that might be annoying is when you'll make updates on your Indesign file and re-export the PDF, I'm not sure you can quickly re-apply all the fields. In worse case, if your reps computers or the software can't manage that many data, the catalog might need to be split in sections and reassembled within Acrobat once all the data are filled in each section. I guess 5000 items should work, that's certainly going to be a lot of work to set up for you.

One thing though, your client will need Adobe Acrobat Pro (not the Acrobat Reader) to save their data in the fields, and you'll also need to provide them the fonts or use the safe fonts. You'll create some fields in Acrobat Pro and link them to the same cell names of an Excel sheet that should auto-fill them and logically when the Excel file will be updated, the fields will be updated too.įields can be transparent and you can apply them anywhere on your original PDF exported from Indesign. You can create forms with fields using Acrobat Pro and there's an 'import data' functionality. Note: I never tried data merge within a PDF with an Excel file but found some info about it.Īpparently it might be possible to do this with Adobe Acrobat Pro.

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