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PDF Guide

Sheetloom provides a feature to extract data from PDF files, and convert it to a CSV table.

It is particularly useful for a business with repeating or multiple PDF files containing the same data. Automating the process saves time, reduces manual data processing errors, and ensures consistency.

Examples of the efficiencies that can be achieved are:

  • multiple company registration PDFs that contain data that an accountancy firm extracts for inclusion in its clients' official financial statements,
  • official company announcement PDFs containing information and data that investment analysts need to extract and analyze rapidly.

The final database table can be mapped to an Excel template in the same way as any table or data source in Sheetloom. The template can be parameterized to allow filtering on values such as company name or reference number.

Read the PDF Guide to learn how to configure Sheetloom to convert PDFs.

This section of the guide does not explain how to convert a woven spreadsheet to a PDF. See Generate PDF for details.