{"id":38703,"date":"2022-01-26T15:35:49","date_gmt":"2022-01-26T14:35:49","guid":{"rendered":"https:\/\/blog.sheetgo.com\/?p=38703"},"modified":"2022-01-26T15:35:49","modified_gmt":"2022-01-26T14:35:49","slug":"csv-a-pdf","status":"publish","type":"post","link":"https:\/\/www.sheetgo.com\/es\/blog\/how-to-solve-with-sheetgo\/csv-to-pdf\/","title":{"rendered":"C\u00f3mo transformar CSV en PDF"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.17.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>When dealing with large databases full of many different types of information, a CSV file is often a go-to option for many. Although this ability to store huge amounts of data is its main strength, it also becomes its greatest weakness when it comes to wanting to share this data. Therefore, the best way to share your CSV data is to convert your CSV to PDF.<\/p>\n<p>The PDF is arguably the most shareable format, due to the fact that it is universally compatible, and can be easily compressed. What\u2019s more, by converting your files, you can alter the format to suit your objectives, such as an invoice, contract, or report.<\/p>\n<p>The Sheetgo web app offers a solution where you can automatically transform your CSV into custom documents per row of data, generate these as a PDF, and send them directly to recipients in just a matter of minutes.<\/p>\n<p>Let\u2019s say I am part of the Sales department in my business, and I need to send out a subscription invoice to each customer for the month. I have a large database full of all the customer data, including their subscription plan, monthly bill amount, payment details, etc. I can\u2019t share this CSV directly with these customers, as it contains extremely private information, and it wouldn\u2019t be in the correct format. Using Sheetgo, I can transfer each row of customer data into a formatted invoice document, convert this to a PDF, and send it directly to the corresponding client\u2013all automatically.<\/p>\n<p>Let\u2019s explore in more detail the benefits of using Sheetgo for CSV to PDF conversion, and go through a simple step-by-step on how to convert your files automatically using the Sheetgo web app.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;3_5,2_5&#8243; make_equal=&#8221;on&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#d3e3ff&#8221; custom_padding=&#8221;30px|30px|30px|30px|true|true&#8221; border_radii=&#8221;on|12px|12px|12px|12px&#8221; global_colors_info=&#8221;{}&#8221; global_module=&#8221;44972&#8243; theme_builder_area=&#8221;post_content&#8221;][et_pb_column type=&#8221;3_5&#8243; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; custom_css_main_element=&#8221;margin:auto&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_text _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; header_font_size=&#8221;33px&#8221; header_4_font_size=&#8221;24px&#8221; background_color=&#8221;RGBA(255,255,255,0)&#8221; text_font_size_tablet=&#8221;17px&#8221; text_font_size_phone=&#8221;17px&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; header_4_font_tablet=&#8221;&#8221; header_4_font_phone=&#8221;&#8221; header_4_font_last_edited=&#8221;on|tablet&#8221; text_orientation_tablet=&#8221;center&#8221; text_orientation_phone=&#8221;center&#8221; text_orientation_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h4>Ready to <span style=\"background-color: rgba(41,121,255,0.2);\">streamline<\/span> your data?<\/h4>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;2_5&#8243; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; custom_css_main_element=&#8221;margin:auto&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_button button_url=&#8221;https:\/\/app.sheetgo.com\/&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;START NOW&#8221; button_alignment=&#8221;center&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_size=&#8221;16px&#8221; button_text_color=&#8221;#ffffff&#8221; button_bg_color=&#8221;#2979ff&#8221; button_border_width=&#8221;0px&#8221; button_border_radius=&#8221;6px&#8221; button_font=&#8221;|700|||||||&#8221; button_use_icon=&#8221;off&#8221; custom_margin=&#8221;0px|0px|0px|0px|true|true&#8221; custom_margin_tablet=&#8221;10px||||false|false&#8221; custom_margin_phone=&#8221;10px||||false|false&#8221; custom_margin_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;15px|20px|15px|20px|true|true&#8221; global_colors_info=&#8221;{}&#8221; button_bg_color__hover_enabled=&#8221;on|hover&#8221; button_bg_color__hover=&#8221;rgba(41,121,255,0.7)&#8221; button_bg_enable_color__hover=&#8221;on&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.20.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2><span style=\"font-weight: 900;\">CSV vs PDF<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">A CSV file is essentially plain text which stores tabular data separated by commas. Think Excel spreadsheets but without any formatting like colors or cell borders.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">They allow users to store tabular information consisting of rows and columns, making them ideal for large datasets. However, when presenting this data in a professional setting, CSVs aren\u2019t typically appealing or adaptable.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Enter PDF files \u2013 the universal standard for professionals. PDF (Portable Document Format) files are widely recognized as one of the most reliable ways of sharing documents. Users can share these files across platforms without losing their intended layout.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">By converting your CSV to PDF format, you can preserve the structure of your data while adding aesthetics too. (For example, images, headers, footers, logos, and other customizable styling options.) You\u2019ll be able to present your work to others in a clean, professional-looking way.<\/span><\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Transform CSV to PDF automatically with Sheetgo<\/h2>\n<p>Sheetgo not only allows you to create an automated workflow to handle the entire conversion process, but it also has some incredible features that take your CSV conversion to the next level.<\/p>\n<p>Let\u2019s explore these in more detail:<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.17.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<ul>\n<li><b>Automation from start to finish:<\/b> Sheetgo automates your entire process from start to finish. As soon as you\u2019ve set up your connections, it will automatically transfer your CSV data, generate your document and PDF, and then send them via Gmail.<\/li>\n<li><b>Avoid human error:<\/b> As this process is taken care of by Sheetgo, there\u2019s no need to manually copy and paste your data. As a result, Sheetgo completely eliminates any room for human error.<\/li>\n<li><b>Save hours of time:<\/b> By creating an automated workflow, you can save hours upon hours of time, not to mention manual effort.<\/li>\n<li><b>Protect confidential information:<\/b> You have complete control over which data you transfer and convert as PDF. This allows you to avoid sharing entire spreadsheets containing sensitive information and instead, you can choose what data to share.<\/li>\n<li><b>Customize your PDF:<\/b> With Google Doc integration, you can create custom document templates to which you can transfer your dynamic data from your CSV file automatically.<\/li>\n<li><b>Gmail integration:<\/b> Gmail integration with the Sheetgo web app allows you to automatically send your PDF to recipients found in your CSV file.<\/li>\n<\/ul>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.17.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Now that you understand the multiple benefits of using Sheetgo to automatically convert your files, let\u2019s successfully transform your CSV files\u00a0 by following a few simple steps.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.17.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3>How to convert you files automatically<\/h3>\n<p>Using the use case from above, let\u2019s say I have a CSV database full of all of my customers\u2019 data after they have purchased a subscription plan to our product:<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/CSV-to-PDF-1.png&#8221; alt=&#8221;CSV to PDF &#8211; csv file&#8221; title_text=&#8221;CSV to PDF &#8211; csv file&#8221; align=&#8221;center&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>I want to transfer this data into a subscription invoice to send to each customer. I want to convert this to a PDF for better compatibility, via Gmail.<\/p>\n<p>Using the Sheetgo web app, I can automate this entire process from start to finish. Let\u2019s take a look.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h4>1. Sign up to Sheetgo<\/h4>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/app.sheetgo.com\/&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;SING UP FOR FREE&#8221; button_alignment=&#8221;center&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_size=&#8221;16px&#8221; button_text_color=&#8221;#ffffff&#8221; button_bg_color=&#8221;#2979ff&#8221; button_border_width=&#8221;0px&#8221; button_border_radius=&#8221;6px&#8221; button_font=&#8221;|700|||||||&#8221; button_use_icon=&#8221;off&#8221; custom_margin=&#8221;30px||30px||true|false&#8221; custom_padding=&#8221;15px|20px|15px|20px|true|true&#8221; saved_tabs=&#8221;all&#8221; global_colors_info=&#8221;{}&#8221; button_bg_color__hover_enabled=&#8221;on|hover&#8221; button_bg_color__hover=&#8221;rgba(41,121,255,0.7)&#8221; button_bg_enable_color__hover=&#8221;on&#8221; global_module=&#8221;44753&#8243; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_button][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]First, sign up for Sheetgo \u2013 it\u2019s quick and simple. You can opt to sign in using your Google, Microsoft, or Dropbox account details.[\/et_pb_text][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h4>2. Prepare your CSV file and document template<\/h4>\n<p>Before you get started, you need to prepare two files correctly. These are your CSV file and your document template.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.17.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h5>CSV file<\/h5>\n<p>Your CSV file should contain all of the data you would like to transfer into your chosen document format. Name each column clearly, as these column titles will be used to create the smart tags in your document template. This is how data is transferred from your file to your document template automatically.<\/p>\n<p>As you can see below, I have all of the data I need to create the subscription invoices, and I have clearly named each column.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/CSV-to-PDF-1.png&#8221; alt=&#8221;CSV to PDF &#8211; csv file 1&#8243; title_text=&#8221;CSV to PDF &#8211; csv file&#8221; align=&#8221;center&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h5>Document template<\/h5>\n<p>This is the document where your CSV data will be transferred to, and what will be converted into a PDF. Create a Google Doc that contains all the foundational information you wish to include across all of your new documents. Then, you should include the smart tags within your document where you want your CSV data to be substituted. These smart tags should be formatted with double curly brackets, and the text should be exactly your column title &#8211; {{First name}}.<\/p>\n<p>As you can see below, I have created an invoice template and added smart tags where I want the customer subscription data to be transferred. Remember that a new document will be created for each row of data in your CSV file.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/CSV-to-PDF-13.png&#8221; alt=&#8221;CSV to PDF&#8221; title_text=&#8221;CSV to PDF&#8221; align=&#8221;center&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;2_5,3_5&#8243; custom_padding_last_edited=&#8221;on|phone&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; background_image=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2023\/10\/background-connection-all-left.png&#8221; custom_margin=&#8221;30px||30px||true|false&#8221; custom_padding=&#8221;30px|30px|30px|30px|true|true&#8221; custom_padding_tablet=&#8221;20px||||false|true&#8221; custom_padding_phone=&#8221;30px||||false|true&#8221; background_color_phone=&#8221;#f6f8f9&#8243; background_last_edited=&#8221;on|tablet&#8221; background_enable_color_phone=&#8221;on&#8221; background_enable_image_phone=&#8221;off&#8221; background_size_tablet=&#8221;cover&#8221; border_radii=&#8221;on|12px|12px|12px|12px&#8221; global_colors_info=&#8221;{}&#8221; global_module=&#8221;44981&#8243; theme_builder_area=&#8221;post_content&#8221;][et_pb_column type=&#8221;2_5&#8243; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_column][et_pb_column type=&#8221;3_5&#8243; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_text _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; custom_padding_tablet=&#8221;|||200px|false|false&#8221; custom_padding_phone=&#8221;|||0px|false|false&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; text_orientation_tablet=&#8221;right&#8221; text_orientation_phone=&#8221;center&#8221; text_orientation_last_edited=&#8221;on|tablet&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h4>Connect, merge, filter or split your\u00a0 <span style=\"background-color: rgba(41, 121, 255, 0.2);\">spreadsheets<\/span><\/h4>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/app.sheetgo.com\/&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;START NOW&#8221; button_alignment=&#8221;left&#8221; button_alignment_tablet=&#8221;right&#8221; button_alignment_phone=&#8221;center&#8221; button_alignment_last_edited=&#8221;on|phone&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_size=&#8221;16px&#8221; button_text_color=&#8221;#ffffff&#8221; button_bg_color=&#8221;#2979ff&#8221; button_border_width=&#8221;0px&#8221; button_border_radius=&#8221;6px&#8221; button_font=&#8221;|700|||||||&#8221; button_use_icon=&#8221;off&#8221; custom_margin=&#8221;20px||0px||false|false&#8221; custom_padding=&#8221;15px|20px|15px|20px|true|true&#8221; global_colors_info=&#8221;{}&#8221; button_bg_color__hover=&#8221;rgba(41,121,255,0.7)&#8221; button_bg_color__hover_enabled=&#8221;on|hover&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h4>3. Upload your CSV file<\/h4>\n<p>Now that your CSV and document template are ready, it\u2019s time to start creating your workflow.<\/p>\n<p>Open the Sheetgo web app. On the homepage, click <b>New workflow<\/b>, then select <b>Connect files<\/b>. Make sure you name your new workflow in the top-left field.<\/p>\n<p>In order to upload your CSV file, start by clicking on <b>Single file<\/b>.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/CSV-to-PDF-2.png&#8221; alt=&#8221;CSV to PDF &#8211; source file&#8221; title_text=&#8221;CSV to PDF 2&#8243; align=&#8221;center&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Then, click <b>Select file<\/b>. You can choose where to upload it from the list of cloud storage folders on the right-hand side.<\/p>\n<p>Once you have chosen your folder, click on the <b>Upload file<\/b> button and search for your CSV.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/CSV-to-PDF-3.png&#8221; alt=&#8221;CSV to PDF 3&#8243; title_text=&#8221;CSV to PDF 3&#8243; align=&#8221;center&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Once you\u2019ve located your CSV, select the file and click <b>Open<\/b> to upload it.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/CSV-to-PDF-4.png&#8221; alt=&#8221;CSV to PDF 4&#8243; title_text=&#8221;CSV to PDF 4&#8243; align=&#8221;center&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Now, select the CSV under the \u2018File\u2019 list back on the pop-up window.<\/p>\n<p>Once finished, click <b>Next<\/b>.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/CSV-to-PDF-5.png&#8221; alt=&#8221;CSV to PDF 5&#8243; title_text=&#8221;CSV to PDF 5&#8243; align=&#8221;center&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h4>4. Connect your CSV to your document template<\/h4>\n<p>Scroll down to the \u2018Generate\u2019 section and select <b>Documents<\/b>.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/CSV-to-PDF-6.png&#8221; alt=&#8221;CSV to PDF 6&#8243; title_text=&#8221;CSV to PDF 6&#8243; align=&#8221;center&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Search for and select your document template. You can rename the Sheetgo documents here. As you can see, I have used my {{First name}} smart tag so that each invoice file will contain the name of the customer the invoice is for. You can also rename the folder where your new documents will be saved, as well as the location of this folder.<\/p>\n<p>Once you\u2019re happy with your edits, click <b>Next<\/b>.<\/p>\n<p> [\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/CSV-to-PDF-7.png&#8221; alt=&#8221;CSV to PDF 7&#8243; title_text=&#8221;CSV to PDF 7&#8243; align=&#8221;center&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;2_5,3_5&#8243; custom_padding_last_edited=&#8221;on|phone&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; background_image=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2023\/10\/background-connection-all-left.png&#8221; custom_margin=&#8221;30px||30px||true|false&#8221; custom_padding=&#8221;30px|30px|30px|30px|true|true&#8221; custom_padding_tablet=&#8221;20px||||false|true&#8221; custom_padding_phone=&#8221;30px||||false|true&#8221; background_color_phone=&#8221;#f6f8f9&#8243; background_last_edited=&#8221;on|tablet&#8221; background_enable_color_phone=&#8221;on&#8221; background_enable_image_phone=&#8221;off&#8221; background_size_tablet=&#8221;cover&#8221; border_radii=&#8221;on|12px|12px|12px|12px&#8221; global_colors_info=&#8221;{}&#8221; global_module=&#8221;44982&#8243; theme_builder_area=&#8221;post_content&#8221;][et_pb_column type=&#8221;2_5&#8243; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_column][et_pb_column type=&#8221;3_5&#8243; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_text _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; custom_padding_tablet=&#8221;|||200px|false|false&#8221; custom_padding_phone=&#8221;|||0px|false|false&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; text_orientation_tablet=&#8221;right&#8221; text_orientation_phone=&#8221;center&#8221; text_orientation_last_edited=&#8221;on|tablet&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h4><span style=\"background-color: rgba(41,121,255,0.2);\">Connect<\/span> your spreadsheets to your data sources<\/h4>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/app.sheetgo.com\/&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;START NOW&#8221; button_alignment=&#8221;left&#8221; button_alignment_tablet=&#8221;right&#8221; button_alignment_phone=&#8221;center&#8221; button_alignment_last_edited=&#8221;on|phone&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_size=&#8221;16px&#8221; button_text_color=&#8221;#ffffff&#8221; button_bg_color=&#8221;#2979ff&#8221; button_border_width=&#8221;0px&#8221; button_border_radius=&#8221;6px&#8221; button_font=&#8221;|700|||||||&#8221; button_use_icon=&#8221;off&#8221; custom_margin=&#8221;20px||0px||false|false&#8221; custom_padding=&#8221;15px|20px|15px|20px|true|true&#8221; global_colors_info=&#8221;{}&#8221; button_bg_color__hover=&#8221;rgba(41,121,255,0.7)&#8221; button_bg_color__hover_enabled=&#8221;on|hover&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.17.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h4>5. Convert to PDF<\/h4>\n<p>In order to convert your new documents, click on the <b>PDF<\/b> option as your next step.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/CSV-to-PDF-8.png&#8221; alt=&#8221;CSV to PDF 8&#8243; title_text=&#8221;CSV to PDF 8&#8243; align=&#8221;center&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Here, you can choose to create a new folder to store your PDF versions of the document, or you can also choose to add them to an existing file. You can rename your folder and change its root location if you wish.<\/p>\n<p>Once finished, click <b>Next<\/b>.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/CSV-to-PDF-9.png&#8221; alt=&#8221;CSV to PDF 9&#8243; title_text=&#8221;CSV to PDF 9&#8243; align=&#8221;center&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h4>6. Share your PDFs via Gmail (optional)<\/h4>\n<p>This next step is optional &#8211; if you would like to skip this step, then simply click the <b>Finish and save<\/b> button to complete your workflow.<\/p>\n<p>However, if you would like to automatically send your new PDFs to their respective recipients, then follow these next steps.<\/p>\n<p>For the final step of this workflow, click on <b>Email<\/b>.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/CSV-to-PDF-10.png&#8221; alt=&#8221;CSV to PDF 10&#8243; title_text=&#8221;CSV to PDF 10&#8243; align=&#8221;center&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>To automatically send the new PDFs to the corresponding recipient email from your CSV file, click on the <b>Get dynamically from column<\/b> button. In the drop-down field, select the column where the email address data is located. In this example, I will select column D. Now, Sheetgo will send the correct PDF to its recipient automatically.<\/p>\n<p>You can also edit other aspects of the email, such as adding PDF as an attachment or access link and renaming the subject line. Here, you can also make use of the smart tags.<\/p>\n<p>Once finished, click <b>Finish and save<\/b>.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/CSV-to-PDF-11.png&#8221; alt=&#8221;CSV to PDF 11&#8243; title_text=&#8221;CSV to PDF 11&#8243; align=&#8221;center&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3>How do I convert a CSV file to a PDF?<\/h3>\n<p>And there you have it! Now that your workflow is complete, you should have a folder of all your custom PDFs containing the data from your CSV file!<\/p>\n<p>Here\u2019s one of the PDFs with specific customer data from my CSV file:<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/CSV-to-PDF-12.png&#8221; alt=&#8221;CSV to PDF 12&#8243; title_text=&#8221;CSV to PDF 12&#8243; align=&#8221;center&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>What\u2019s more, your Sheetgo will send out these numerous PDFs directly to their recipients in a matter of minutes. Through the Sheetgo web app, you have automated your entire process from start to finish, saving hours upon hours of precious time and manual effort.<\/p>\n<p>Looking to convert different types of spreadsheets into PDF? Check out our articles on <a href=\"https:\/\/www.sheetgo.com\/blog\/how-to-solve-with-sheetgo\/google-sheets-to-pdf\/\">How to convert Google Sheets to PDF automatically<\/a>.<\/p>\n<p>Alternatively, take a look at more related blog posts below!<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;2_5,3_5&#8243; custom_padding_last_edited=&#8221;on|phone&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; background_image=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2023\/10\/background-connection-all-left.png&#8221; custom_margin=&#8221;30px||30px||true|false&#8221; custom_padding=&#8221;30px|30px|30px|30px|true|true&#8221; custom_padding_tablet=&#8221;20px||||false|true&#8221; custom_padding_phone=&#8221;30px||||false|true&#8221; background_color_phone=&#8221;#f6f8f9&#8243; background_last_edited=&#8221;on|tablet&#8221; background_enable_color_phone=&#8221;on&#8221; background_enable_image_phone=&#8221;off&#8221; background_size_tablet=&#8221;cover&#8221; border_radii=&#8221;on|12px|12px|12px|12px&#8221; global_colors_info=&#8221;{}&#8221; global_module=&#8221;44987&#8243; theme_builder_area=&#8221;post_content&#8221;][et_pb_column type=&#8221;2_5&#8243; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_column][et_pb_column type=&#8221;3_5&#8243; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_text _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; custom_padding_tablet=&#8221;|||200px|false|false&#8221; custom_padding_phone=&#8221;|||0px|false|false&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; text_orientation_tablet=&#8221;right&#8221; text_orientation_phone=&#8221;center&#8221; text_orientation_last_edited=&#8221;on|tablet&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h4>Connect everything and <span style=\"background-color: rgba(41,121,255,0.2);\">automate<\/span> entire business processes<\/h4>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/app.sheetgo.com\/&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;START NOW&#8221; button_alignment=&#8221;left&#8221; button_alignment_tablet=&#8221;right&#8221; button_alignment_phone=&#8221;center&#8221; button_alignment_last_edited=&#8221;on|phone&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_size=&#8221;16px&#8221; button_text_color=&#8221;#ffffff&#8221; button_bg_color=&#8221;#2979ff&#8221; button_border_width=&#8221;0px&#8221; button_border_radius=&#8221;6px&#8221; button_font=&#8221;|700|||||||&#8221; button_use_icon=&#8221;off&#8221; custom_margin=&#8221;20px||0px||false|false&#8221; custom_padding=&#8221;15px|20px|15px|20px|true|true&#8221; global_colors_info=&#8221;{}&#8221; button_bg_color__hover=&#8221;rgba(41,121,255,0.7)&#8221; button_bg_color__hover_enabled=&#8221;on|hover&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>When dealing with large databases full of many different types of information, a CSV file is often a go-to option for many. Although this ability to store huge amounts of data is its main strength, it also becomes its greatest weakness when it comes to wanting to share this data. Therefore, the best way to [&hellip;]<\/p>\n","protected":false},"author":41,"featured_media":38725,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[33],"tags":[43],"class_list":["post-38703","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-how-to-solve-with-sheetgo","tag-sheetgo"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.sheetgo.com\/es\/wp-json\/wp\/v2\/posts\/38703","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sheetgo.com\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sheetgo.com\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/es\/wp-json\/wp\/v2\/users\/41"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/es\/wp-json\/wp\/v2\/comments?post=38703"}],"version-history":[{"count":0,"href":"https:\/\/www.sheetgo.com\/es\/wp-json\/wp\/v2\/posts\/38703\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/es\/wp-json\/wp\/v2\/media\/38725"}],"wp:attachment":[{"href":"https:\/\/www.sheetgo.com\/es\/wp-json\/wp\/v2\/media?parent=38703"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sheetgo.com\/es\/wp-json\/wp\/v2\/categories?post=38703"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sheetgo.com\/es\/wp-json\/wp\/v2\/tags?post=38703"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}