Choose or design the layout
Start with a template idea or build your own document layout in the editor.
Custom PDF documents from spreadsheet rows.
Design a custom document template, connect it to Excel or CSV columns, preview the mapped layout, and export personalized PDF files with CSVLink.
NameDateAddressDescriptionAmountCustom field
What this template is for
CSVLink is not limited to one document type. If your document has repeatable fields and your data is stored in Excel or CSV, you can build a custom layout and connect each field to a column.
Spreadsheet columns you can map
Use these as starter columns, then rename or add fields based on your own workflow.
| Column | How it is used in the template |
|---|---|
| Name | A person, client, product, or account name. |
| Date | A document date, deadline, or period. |
| Address | A mailing, billing, or shipping address. |
| Description | A short text field from the spreadsheet. |
| Amount | A price, total, score, or numeric value. |
| Custom Field | Any extra column you want to place in the layout. |
How it works in CSVLink
Upload Excel or CSV
Import your spreadsheet and connect columns to fields in the template.
Preview and export
Review the mapped document, then export personalized files from your data.
Common use cases
Personalized PDFs from spreadsheet lists
Use the same template structure while replacing the variable details from your Excel or CSV file.
One document per row exports
Use the same template structure while replacing the variable details from your Excel or CSV file.
Repeatable forms, summaries, and notices
Use the same template structure while replacing the variable details from your Excel or CSV file.
Frequently asked questions
Can I build a template from scratch?
Yes. Use the CSVLink editor to create a custom layout and link text fields to spreadsheet columns.
Can I import a PDF design?
Yes. You can import a one-page PDF and place mapped fields on top of it.
Does CSVLink change my spreadsheet?
No. CSVLink uses your uploaded data to generate documents; it does not need to edit the original file.
Related CSVLink template guides
Build documents from your spreadsheet.
Open CSVLink, upload a sample spreadsheet, map your fields, and export a test file.