Skip to main content
Question

Pdffiller

  • November 28, 2020
  • 4 replies
  • 142 views

I want to know how you can see what you are completing in pdf filler. 

When I do the set up it only gives me discriptions such as Box 1278 and text field 2033. I need to match the excel sheet (name, surname, ID etc) with the relevant section in the form. 

Did this topic help you find an answer to your question?
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

4 replies

GetUWired
Forum|alt.badge.img+12
  • Zapier Expert
  • 1030 replies
  • November 28, 2020

Hi @Jenharris 

 

I just did an integration with PandaDoc that was doing something very similar. In my case, adding preview text to the form and resubmitting another test, relabeled the information in Zapier so it was easier to map. 

Another trick that comes in handy is submitting the form with test data that makes it easy to find. ie for the first name field put FirstName, etc. Then when you are mapping the data you can search for “FirstName”. Let me know how that works for you! 


  • Author
  • Beginner
  • 2 replies
  • November 28, 2020

 


  • Author
  • Beginner
  • 2 replies
  • November 28, 2020

@GetUWired thank you for the reply. It doesn't seem to work but maybe I'm misunderstanding what I should do. I completed the form and don't know where to do the preview text


GetUWired
Forum|alt.badge.img+12
  • Zapier Expert
  • 1030 replies
  • December 1, 2020

My apologies. I misread your request and thought pdfFiller was the trigger step. Have you named the fields from within pdfFiller? I would try that and maybe adding default text to help identify them. Then, back in Zapier I would try refreshing the fields on the pdfFiller step. If that doesn’t work, I would try deleting that step and creating the same step again (sometimes forcing it to reconnect like that works better than just refreshing the fields)