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EasyCSV - Create PDF, Word, Excel Documents
EasyCSV makes it simple to bring spreadsheet data directly into Documentero. When a new import is detected, the data can be used to automatically create Word, PDF, or Excel files from your templates. This connection works through API, Make, or Zapier, giving you flexibility in how you set up your workflows. It’s a practical way to turn raw CSV data into ready-to-use documents without manual copy-paste.
EasyCSV
Documentero
Triggers
Watch New Data Import — Triggers when a new import is sent to the Make Webhook URL.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from EasyCSV using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from EasyCSV using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from CSV order data
Create Excel financial reports from imported spreadsheets
Export customer details into formatted contract documents
Produce PDF certificates from a participant CSV list
Build shipping labels from CSV order information
Generate employee payslips from payroll CSV imports
Create PDF proposals from spreadsheet data
Export survey results into a branded report template
Automatically generate Word agreements from client CSV data
Produce Excel inventory sheets from CSV product lists
How you can use EasyCSV + Documentero
Generate Invoices
Send imported CSV order data to Documentero and create professional invoices in PDF format.
Build Reports
Automatically generate .docx or .xlsx reports from new data imports without manual formatting.
Create Certificates
Use CSV lists of participants to instantly generate personalized certificates in bulk.
Produce Contracts
Feed client details from a spreadsheet into Documentero templates to generate ready-to-sign contracts.
Compile Payroll Files
Transform employee payroll data from CSV into structured payslips in PDF or Excel.
Setup Guides
Zapier Tutorial: Integrate EasyCSV with Documentero
- Create a new Zap in Zapier.
- Add EasyCSV to the zap and choose one of the triggers (Watch New Data Import). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the EasyCSV trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate EasyCSV with Documentero
- Create a new scenario in Make.
- Add EasyCSV to the scenario and choose one of the triggers (Watch New Data Import). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the EasyCSV trigger.
- Run or schedule your scenario and verify the output.
