The verified current workflow uses manually entered values, saved entries and CSV column mapping. This version has no controllers for configuring external data connectors or a separate mapping module. Export your Excel table as CSV and follow the steps below.
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 → 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.
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.