Step-by-step guide to help you convert CSV file to PDF

You can easily convert your CSV file to PDF using Google Sheets by following the steps in this article.


1. Import CSV into Google Sheets

Reference: Google Sheets Import CSV Guide

  • Open Google Sheets → File > Import > Upload CSV
  • Format your data as needed.

2. Create an Invoice Template in Google Docs

Reference: Google Docs Invoice Templates

  • Open Google Docs → Design your invoice → Add placeholders ({{Name}} , {{Amount}} ).

3. Install Document Studio or Autocrat Add-on

Reference: Document Studio Add-on

  • In Google Sheets, go to Extensions → Add-ons → Get add-ons.
  • Search for Document Studio or Autocrat and install.

4. Merge Data & Generate PDF

Video Tutorial: Mail Merge Invoices with Google Docs & Sheets

  • Open the add-on → Select your Google Docs template.
  • Map fields from the sheet to the document placeholders.
  • Choose Save as PDF.

5. Download or Email PDFs

  • Click Run Merge → Generates invoices as PDFs.
  • Optionally, email invoices directly from the add-on.
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