01
Infer the structure
The model separates document fields, repeating rows, totals, and notes based on the file in front of it.
How does PDF to CSV conversion work?
Dynamite Docs extracts a table from a digital or scanned PDF and downloads the reviewed rows as CSV. Keep the PDF open while you check headers, cell shifts, blank values, and control totals.
What to expect
CSV keeps one flat table. It cannot preserve workbook sheets, merged cells, formulas, or visual layout, so test the reviewed file in the system that will import it.
The full workflow
The output stays beside the evidence.
Check the proposed fields against the source, correct a value, then export the reviewed CSV-ready rows.
Dynamite Docs- 01Select the source file
- 02Review fields and rows
- 03Download CSV-ready rows
02
Correct against the source
The source remains visible while you edit cells, rename columns, inspect warnings, and mark the result reviewed.
03
Send useful data onward with Dynamite Docs
Download CSV-ready rows, or move a recurring workflow into Google Sheets, Drive, webhooks, or the API.
Dynamite Docs- Column headers
- date, reference, description, amount
- Records
- One extracted item per row
- Dates
- 2026-08-28
Choose the AI route
Bring a free provider key. Keep the review workflow.
Open AI & Processing, choose Connect Provider, and pick a provider. The setup screen links to that provider's key page. Create a free key where the provider offers one, paste it into Dynamite Docs, verify it, then select a model for the run.
Your provider key is encrypted before it is stored.
Switch between hosted, own-key, privacy-restricted, and local models.
The same source-first review screen works whichever route you choose.
Choose the page for the job using Dynamite Docs
Use PDF to CSV when a document contains a single tabular dataset that needs to be imported directly into a database, CRM, or data warehouse as a clean, flat file. Before extracting, identify the primary header row and note whether document-level context (like dates or branch codes) should repeat as an explicit column.
After extraction, verify the total row count, check for unique header names, and confirm that descriptions with internal commas or quotes are properly escaped. Check that blank cells have not caused columns to shift, review date and currency formatting, and inspect the raw text in an editor to ensure delimiter consistency before database ingestion.
Use the PDF Table Extractor when a multi-page PDF contains multiple candidate tables that need separation. Choose PDF to Excel if you need multiple sheets, formulas, or typed cell formatting, or PDF to JSON when building programmatic data pipelines. For recurring batch files, schedule automated runs through a saved extraction workflow.
The 28-day Free trial includes 25 page-equivalents per month shared by hosted and own-key processing, 5 hosted pages per document, and 5 documents per day. Anonymous trials have separate daily limits.
Setup, review and export questions
Can PDF to CSV handle scanned tables?
Yes. OCR reads the scanned page before the extractor identifies columns and rows. Clear, straight scans give the best result.
What happens when a PDF contains several tables?
The workspace can return separate result tables. Select and review the table you want before creating a flat CSV export.
Will commas inside descriptions break the CSV?
The exporter quotes values when required and includes a UTF-8 BOM for spreadsheet compatibility. Review embedded line breaks before import.
How do I stop spreadsheet software changing identifiers?
Treat account numbers, invoice references, postal codes and other identifiers as text in the receiving tool. CSV does not store cell types, so a spreadsheet may remove leading zeroes or display long values in scientific notation unless the import column is configured first.
What should I verify before importing the CSV?
Confirm the delimiter, encoding, header names, row count, date convention, decimal separator, sign convention and required context columns. Import a small reviewed sample and compare the receiving-system totals with the source before loading the full file.
Choose the tool that matches the file.
Process the whole folder in one run.
Starter and above add stored files, batch jobs and connected exports. Email intake requires Pro or Scale. File and processing limits depend on your plan.
Compare batch plans