CSV vs Excel for Bulk Document Generation
Choose the most practical file format for your document workflow.
Choose CSV for simplicity
CSV files are small, widely supported and easy to inspect. They are ideal for straightforward text data.
Choose Excel for convenience
XLSX is useful when teams already work in Excel or need multiple data types. MedianDocs reads the first worksheet for document generation.
Keep formatting out of the data
The spreadsheet should contain values, while the document template controls visual formatting. This separation makes both easier to reuse.