LexiFlow ยท Templates and documents
How to generate documents from a Word template and CSV
Use the downloadable fictional example first. You can verify the template and data mapping before uploading your own business documents.
1. Create the template
In Word, put {{client_name}}, {{service}} and {{amount}} in the changing parts of a document. Save as DOCX. In LexiFlow, open Templates and upload it; check the detected variables before generation.
2. Export the data
Make a table with the same three columns and one client per row. Export comma-separated UTF-8 CSV. Quote any cell containing a comma. Check dates, currency values and identifiers with leading zeros in the exported file.
3. Map the columns
Open Documents โ Bulk Generate (CSV). Select your template and preview the CSV. Map client_name to client_name, service to service and amount to amount. Unmapped fields can remain empty; inspect the mapping before submitting.
4. Select output
Choose DOCX to keep an editable Word result or PDF for a converted result. Give files a naming pattern such as Offer - {{client_name}}. Generate two rows first and inspect them in Documents.
Expected output
Example Studio receives a Design offer for 1200 EUR; Sample Workshop receives a Maintenance offer for 800 EUR. There should be two individual files with no unresolved sample placeholders.
Troubleshooting
If all values appear in one column, check the comma delimiter. If a field is blank, check the variable name and mapping. If generation fails, check the template and selected format. For PDF layout changes, compare the DOCX and PDF using a small test.
Limits and repeat use
The browser CSV workflow accepts up to 5 MB and processes the first 500 rows, skipping empty rows. Reuse your template with the next CSV. For account settings, signatures and flows, consult the existing Help Center.