How do I import a PDF into Excel without software? To import a PDF file into an Excel worksheet without using external software, you can use Excel’s native functions.

Microsoft Excel has an import wizard, but if you structure the text correctly, you can bypass the wizard altogether.

Many CRM programs make it easy to import data from a variety of formats, including Excel files. The key to importing contacts from Excel into a CRM is to provide the CRM with a clean file for ...