Use a third-party data importer On the Office Web site, you may be able to find form data importers that are created by third-party providers. You can then install this data importer and use it to efficiently transfer data from the existing paper forms into corresponding fields in your InfoPath form.įor more information about developing custom data importers, click the MSDN: What's new for InfoPath developers link in the See Also section. To automate the process, the developers in your information technology (IT) department might design a data importer that scans the paper forms and uses optical character recognition (OCR) to translate the scanned forms into actual text characters. For example, suppose that your organization plans to import existing data from paper insurance claim forms into InfoPath insurance claim forms. You can use the following options for importing data into InfoPath forms.ĭevelop a custom data importer Depending on the business requirements in your organization, your company's designers or developers of advanced form templates may decide to write a custom importer for transferring existing data from other programs to InfoPath forms. After a data importer is installed on users' computers, users can open a form, and then use the Import Form Data command (on the File menu) to import data from other sources into the form. However, a third-party service provider or someone within your own organization can create form data importers that users can install and use. InfoPath doesn't include any data importers. Top of Page Options for importing data from other programsįorm data importers make it possible for users to fill out InfoPath forms by using data from files in other formats. In some cases, after a form template has been imported, you may need to manually create the data source for the new form template, and then bind the controls on the form template to fields or groups in the data source. The functionality of a resulting form template depends on the particular importer. Use a third-party form template importer On the Microsoft Office Web site, you may be able to find form template importers that are created by third-party providers. For example, if you work for a large organization that has hundreds of existing Word forms, you might decide that it is worth the time and resources to automate the built-in InfoPath importer for Word forms.įor more information about developing custom form template importers, click the MSDN: What's new for InfoPath developers link in the See Also section. If your organization has a large library of existing forms, you can automate the form template importer to make it easier to import multiple forms at once. By default, the InfoPath Import Wizard imports one form at a time. You can also develop your own solution for importing paper forms and documents that are electronically scanned by using optical character recognition (OCR) software. In the following example, the designer is customizing the import options for a Word document.ĭevelop a custom form template importer If you are a designer or developer of advanced form templates, you can develop your own solution for importing form templates from other kinds of electronic forms and documents. InfoPath includes two form template importers, which help you convert an existing Microsoft Office Excel workbook or Microsoft Office Word document into an InfoPath form template. Import Word documents and Excel workbooks If you use an existing form, such as a form that you created in Microsoft Office Word, you can use the InfoPath Import Wizard to convert that form into an InfoPath form template. InfoPath offers the following options for importing form designs from other programs into design mode. Options for exporting data to other programs Options for exporting form templates to other programs Options for importing data from other programs Options for importing form designs from other programs It also describes options for exporting InfoPath form templates and form data to other formats. This article describes the options available for importing form designs and form data from other programs into Microsoft Office InfoPath.
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