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Picaro

Bulk Fill from Excel

Picaro can generate multiple documents from an Excel spreadsheet. Each row becomes one exported document.

Steps

Section titled “Steps”

1. Load an Excel file

Section titled “1. Load an Excel file”

Click Bulk Fill and select an Excel file (.xlsx or .xls).

2. Choose a worksheet

Section titled “2. Choose a worksheet”

If your workbook has multiple sheets, select the one containing your data.

3. Preview headers and rows

Section titled “3. Preview headers and rows”

Picaro shows you the column headers and a few sample rows so you can verify the data looks correct.

4. Map columns to fields

Section titled “4. Map columns to fields”

For each template field, select the Excel column that contains the matching data:

Template FieldExcel Column
client_nameColumn A: Client Name
project_scopeColumn B: Project Scope
total_amountColumn C: Total Amount

5. Configure output filenames

Section titled “5. Configure output filenames”

Use column values to name each exported file:

{{client_name}}_{{document_type}}

6. Run the bulk export

Section titled “6. Run the bulk export”

Click Generate to start the bulk export. Picaro processes each row and shows progress.

7. Review results

Section titled “7. Review results”

After the run completes, you see:

  • Per-row success or failure status
  • Generated file names
  • Error details for any failed rows

8. Export error report

Section titled “8. Export error report”

If any rows failed, you can export a CSV report with error details to review and fix issues.

Tips

Section titled “Tips”
  • Clean your Excel data before importing — empty rows or missing values may cause failures
  • Use consistent column headers for easier mapping
  • Test with a few rows first before running a large batch
  • Check the error report if any rows fail

Next steps

Section titled “Next steps”