Mail Merge to a Fillable PDF

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Jordan Carta
Jordan Carta ✭
Second Anniversary Name Dropper Photogenic First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion

Is it possible to do a mail merge to a fillable PDF?

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  • Kylea Johnson
    Kylea Johnson ✭
    Seventh Anniversary Facilitator 2 Name Dropper Photogenic

    @Jordan Carta

    Do you mean you have fillable pdfs you want to merge INTO or you want the RESULT to be a fillable pdf?

  • Jordan Carta
    Jordan Carta ✭
    Second Anniversary Name Dropper Photogenic First Reply

    @Kylea Johnson

    We have a fillable pdf that we want to merge into

  • Jordan Carta
    Jordan Carta ✭
    Second Anniversary Name Dropper Photogenic First Reply

    @Kylea Johnson
    Sorry for the delayed response.

    We would like to merge into the fields of an existing fillable form.

  • Alex Wong
    Alex Wong ✭✭✭✭✭
    Ninth Anniversary Facilitator 4 Name Dropper Photogenic

    @Jordan Carta
    this is not directly possible, I think there are some workaround out there in the wild, but nothing really officially supported. try googling your title and you may find some.

    What you want to do is possible using Power Automate and SKY API (IF you are on RE NXT), though will require expertise in these areas or use a partner service like Letter Box.

  • Jordan Carta
    Jordan Carta ✭
    Second Anniversary Name Dropper Photogenic First Reply

    @Alex Wong I did see that as an option but i wasn't sure if anyone else had managed any other ways.

    Thank you for confirming for me! :)

  • Pat Phillips
    Pat Phillips ✭
    Seventh Anniversary Facilitator 1 Name Dropper Photogenic

    @Jordan Carta I use a word document and merge data from RE for acknowledgement letters. Not sure what data you want to export, but it may be possible using a Word merge document.

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