Automate Your Workflow: Convert PDF to Excel

Automate Your Workflow: Convert PDF to Excel

Adobe’s PDF (Portable Document Format) files are widely used to relay text, images, multidimensional objects and rich media like audio, video and Flash documents. The PDF file format can also be adapted to submit files that don’t need to be modified before printing or sharing. Because of its popularity, most people have Adobe Reader and other file reading software’s installed on their home or work computers to help read PDF files.

Converting PDF files to Excel spreadsheets and other Microsoft Office file formats is fairly easy. A seamless conversion process can go a long way to save user’s the pain of repeatedly inputting numbers and formatting cells. Excel, like other spreadsheets, features grids programmed to convey tables, charts and work out mathematical formulas. According to Adobe Acrobat, here are the steps of exporting PDF documents into editable Microsoft Excel file.

  1. Open the target PDF file

    • Open the PDF file that you want to export from Adobe Acrobat.

  2. Go to tools and export the PDF file

    • On the tools window pane, select “Export PDF” and choose the “Spreadsheet” file format. Before clicking on Export, use the format radio command button to specify the target file type. Remember, the selected file can also be saved in the Rich Text Format, web page, text file or in the image form.

  3. Export your file

    • Choose the folder to place the exported file and save your file. If you want to use the targeted file immediately, go to the Export dialog box and click on “Open file after Export”.

  4. Open Excel file

    • Go to Excel and work on the imported file. The file can now be edited like any other Excel file.

Here is a more shortened step to convert your PDF files into Excel Spreadsheet

  • Go to Adobe Acrobat DC and open a PDF file

  • On the right window pane, point the mouse to select “Export PDF”

  • Click on the “Spreadsheet” file format then go to “Microsoft Excel Workbook”

  • Next, “Export” the file. Note: Adobe Acrobat will automatically run the text recognition engine if you are working with scanned PDF documents.

  • Finally, save the converted file using an appropriate name.

Using the Parserr Conversion to your Advantage

Parserr is a leading workflow automation firm that offers one of the most agile, email parsing and file conversion services in the market today. File parsing services are highly critical for businesses that receive hundreds of emails with important business and customer data. If the information is in the PDF file format or an inaccessible format, the next course of action is to convert the file so that it can be read and utilized for the intended purpose. The company’s extended email parser services include:

  1. Incoming leads and contacts to Customer Relations Management software (CRM) – this service is ideal for clients inundated with strings of Contact Us submissions, manual CRM updates, and offline live chat correspondents. The email parser can be used under such circumstances to extract valuable customer data such as personal identification details and demographic information.

  2. Dealing with confirmation orders and work orders – businesses that receive high work orders that need to be fed into a 3rd party Data Management Systems manually can use this service to seamlessly extract data. The target data here includes order line items.

  3. Using reports, invoices, or delivery notes to order management system – this service is highly recommended for users who regularly receive invoices or delivery notes that need to be entered and synchronized in the Order Management System. The email parsers will help the clients relay and extract crucial financial data, i.e. customer details, delivery notes, and invoices.

How to get data out quickly using Parserr

Several third-party add-ons and specialized software have been developed to help users work out file conversions. The Parser‘s automated in-house converter will help you get your email data out much quicker. The email service features a 5-minute setup, email to CRM, and Email to Excel service. The other services are Website Contact Forms to Excel and extract data from documents. The company offers the following plans:

  • FREE Plan – 15 emails; 10 documents, including mail attachments and 1 inbox a month.

  • Personal Plan – 450 emails; 250 documents, including mail attachments and 10 inboxes for $45.

  • Growth Plan – 2,500 emails; 1,000 documents, including mail attachments and 30 inboxes a month for $99.99.

  • Business Plan – 5,000 emails; 3,000 documents, including mail attachments and 30 inboxes for $149.99 a month.

  • Corporate Plan – 10,000 emails; 6,000 documents, including mail attachments for $249.99 a month.

Note: Basic plans such as Free and Personal plans do not feature priority support. However, the Growth, Business and Corporate plans come with priority email support. The Business and Corporate plans also feature a Custom Integrations service. The listed plans come with the following valuable add-ons:

  • Unlimited Parsing rules

  • Unlimited Integrations

  • Zapier Microsoft Flow with external connections

  • Free Trials (visit the company website and submit an email to try)

Get In Touch!

Parserr is committed to providing high-quality parsing services. Besides extracting and exporting PDF files to the Excel Spreadsheet, Parserr will also help you convert your PDF data into databases, Microsoft Flow, Zapier files and the hugely popular Google sheets. Your favorite email parsing service is currently used by customers in more than 30 countries globally. Some of the factors that make Parserr the best in class email parsing and file conversion service include:

  • Speedy PDF file conversions
  • Email and document plans that combine onboarding with training

  • 100% up-time

  • Access to the Knowledge Base learning resource

  • Priority phone support

  • 24/7 customer service support

The following link will lead you to the Knowledge base. If your business is dealing with huge customer volumes, do not hesitate to call the company offices to discuss the unlimited document or email plans. To get started, visit the Parserr website website and register. You will be requested to submit your full names, email and create a password to register. Remember to accept the Privacy Policy and Terms of Service to proceed.