Data Sources

Document Merge - Data Sources

Table of contents

About data sources

Writer's Document Merge lets you pull data from different data sources such as a CSV file, Zoho Spreadsheet, Zoho Contacts, Zoho CRM, and Zoho Forms.

The data source is usually a spreadsheet or a comma-delimited (.csv file), which includes fields and records that have to be merged with the target document. Please make sure that your data source is formatted and structured well so that you can include the necessary fields in your target document. Say, for example, you choose a spreadsheet as your data source and the column headers of your spreadsheet file should contain the field names that will be merged in your target document, such as <<Name>>, <<Company>>, <<Email>>, etc,.

Writer pulls information from your data source file, inserts it into the target document, and creates new merged document(s). You can connect to an existing data source, or you can create a new one. If you want to use only some of the list entries in your merge, you can filter your list by a specific criterion. Also, sort the entries in alphabetical order. Let's discuss in detail.

Import CSV

Import a spreadsheet or a comma-delimited (.csv file) from your desktop.

To import CSV as your data source file,

  1. Create or open the required document.
  2. Click More > Automate > Merge using existing data.
  3. Select Import CSV from the Merge Existing Data panel. You can import the CSV file form your computer or from web URL and merge it with your document.

Zoho Sheet

Merge data from your Zoho Sheet. You can either create a new spreadsheet or open an existing file to merge with your target document.

To merge your Zoho Sheet data in your target document,

  1. Create or open the required document.
  2. Click More > Automate > Merge using existing data.
  3. Select Zoho Sheet as your data source from the Merge Existing Data panel.

Zoho Contacts

Pull data from your existing Zoho Contacts.

To merge your Zoho contacts in your target document,

  1. Click More > Automate > Merge using existing data.
  2. Select Contacts as a data source from the Mail Existing Data panel. All your Zoho Contacts will be shown in the Merge Existing Data panel. You can either select all contacts (maximun 500) or use the search option to select only specific contacts and click Add.

Note: You can select only 500 contacts at once.

Zoho Forms

Pull responses from the Zoho Form respondents. Before you get started, you need to create your Zoho Form with necessary fields and merge the form fields with your target document.

To mail merge with Zoho forms data,

  1. Click More > Automate > Merge using existing data.
  2. Under Select Data Source header, choose Zoho Forms as the data source. A list of Zoho forms associated with your account will be synced here. Choose from the available list of forms or create a new form and merge it with your document.

Once your data source is ready and merged with your target document, you can start sending your final shipment to your recipients. Learn more.

Zoho Creator

To merge your Zoho Creator data in your target document,

  1. Create or open the required document.
  2. Click More > Automate > Merge using existing data.
  3. Select Zoho Creator as your data source from the Merge Existing Data panel. Please wait while we sync all your creator applications.
  4. Now select the required application and the corresponding report data to merge with your target document. Click Add.

Zoho CRM

You can import data from different Zoho CRM modules including, Leads, Accounts, Contacts, and Potentials.

To merge your Zoho CRM data in your target document,

  1. Create or open the required document.
  2. Click More > Automate > Merge using existing data.
  3. Select Zoho CRM as your data source from the Merge Existing Data panel.
  4. Now Select Module to pull data from the the following CRM modules
    • Leads
    • Accounts
    • Contacts
    • Potentials

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