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Converting PDFs to Excel with PDFx

The PDFx Converter transforms PDF documents into Excel spreadsheets directly within your Cloud Files. This lets you use the automated Import Carrier Statements tool even when a carrier only provides PDF statements.

💡 Why Use This

Use PDFx when:

  • Your carrier only provides PDF statements — PDFx converts the file to Excel so it can be imported through ICS rather than entered manually.
  • You want to avoid manual data entry — Converting a PDF to Excel eliminates the need to type each line item from a paper or digital PDF statement.
  • You reconcile PDFs regularly — Once converted, you can create a reusable column mapping for that carrier to speed up future imports.

🗺️ How to Access

PDFx is accessed through the View Cloud Files area in Commission Tracker.

Step-by-Step: Converting a PDF to Excel

  1. Copy your PDF file and paste it into the Cloud Files folder using the Paste method. See Selecting a File for Import for upload instructions.
  2. Highlight the PDF file and click Convert to Excel.
  3. Wait for the progress window to reach 100%.
  4. Click OK on the completion message.
  5. Your new Excel file is now listed in Cloud Files and ready to import.

Cloud Files View Convert Button Conversion Progress Completion Message Final Excel File

After Conversion

Verify the Layout Before Importing

Open the converted Excel file briefly to confirm that columns such as Policy Number, Billing Date, Premium, and Commission are in separate, distinct columns. PDF formatting can sometimes cause data to merge into a single column.

Once verified, proceed to Import Carrier Statements to map the columns and post the payments. If your mapping is already saved for this carrier, the import will go quickly.

🔧 Troubleshooting

The converted Excel file has all data in one column. The PDF layout may not have had clearly defined columns. Try opening the Excel file and using Excel's Text to Columns feature to split the data, then re-import. For complex PDFs that convert poorly, use the Reconcile Carrier Statement tool instead.

The Convert to Excel button is not visible. Confirm the selected file is a .pdf file. The Convert button only appears when a PDF is highlighted in the Cloud Files list.

The conversion progress stopped before reaching 100%. Close the progress window and try the conversion again. If it continues to fail, the PDF may be password-protected or use an image-based (scanned) format that PDFx cannot parse. Contact support for assistance with these file types.

Need help? Contact support@commission-tracker.com