Hi, I am looking for some guidance on how to import data in a bulk merge CSV file that will be displayed as a table. I have my template set up correctly and the table displays correctly when I enter sample data in the test form, but I am not sure how to structure my CSV file to include the array of data needed for the table.
The table is just one element of my template, so I am thinking that one field within my CSV needs to contain a nested/array of data that will be formatted as a table, but I am not sure if that is the right approach.
If you’re generating one document at a time, you can upload a CSV directly to your table field in the data capture form (you’ll see a CSV button next to the table). That’s the easiest way to populate the table. You can find more details about it here: Data Capture Form | Docupilot
If you want to generate multiple documents at once (bulk merge), support for table/array fields in bulk merge is currently in our development pipeline — our engineering team is working on it. We’ll share updates here once it’s available.
Hope that helps! Feel free to share how you’re planning to use it, and we can guide you with a specific example.
