Excel Template Generator
Upload a template file (Excel or CSV) and a data file (Excel or CSV) to generate grouped customized files. Records with the same value in any field will be automatically grouped together, with the first record as the primary record. Use {{variableName}} in your template to mark replacement points. When using Excel templates, all formatting (fonts, colors, merged cells, borders, etc.) will be preserved in the generated files.
📋 Example Files
Download these example files to understand the format:
💡 Tip: Convert CSV files to Excel format (.xlsx) before uploading
📊 Smart Grouping & Template Variables
How it works: Records with the same value in any field are automatically grouped together.
🎨 Format Preservation: All Excel formatting (fonts, colors, merged cells, borders, number formats) will be exactly preserved in generated files.
Available template variables:
Primary Record:
- •
{{any_field_name}}- Any field from primary record - •
{{primary_record}}- Full primary record data - •
{{grouping_field}}- Grouping field name - •
{{grouping_value}}- Grouping field value - •
{{memberCount}}- Total number of members in this group
Related Records:
- •
{{related1_fieldname}}- 1st related record's field - •
{{related2_fieldname}}- 2nd related record's field - •
{{member1_name}}- Alternative format - • Replace "fieldname" with any column name
- • 💡 Smart handling: Use any number ({{related5_name}}, {{related10_email}}, etc.) - system will automatically fill available data and remove unused variables
- • 🎯 Example: If you have 4 records but only write {{related3_name}}, the 4th record data is still accessible via {{related4_name}} dynamically
How to Use
Prepare Template File
Create an Excel file with placeholders like {{name}}, {{email}}, etc.
Prepare Data File
Create an Excel file with headers matching your template variables and data rows.
Upload and Generate
Upload both files and click "Generate Files" to create customized files for each data row.
Download Results
All generated files will be packaged into a ZIP file for easy download.