Import Fields from Data Source

Import Fields from Data Source

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. Writer supports different file formats that can be used as a Data Source for the mail merge process. If you don't have a list already, you can start creating one up within Writer as part of the mail merge process.

Let's see the types of Data Sources supported and how to set up one in Writer.

Table of contents

Create a new data source

If you don't have an existing mailing list as a data source for names and addresses in the mail merge process, you can create one in Writer.

To create a new list,

  1. Log in to Writer and create a new document or open an existing template.
  2. Click More > Automate > Prepare > Merge template.
  3. In the following Merge Template panel, click the Create New Data Source option at the bottom. This will open a new Zoho Sheet file, where you can start creating a new list.

Tip: While creating the data source, make sure to break your data into the smallest meaningful values. For example, you can create a separate field for "First Name" and "Last Name" instead of just creating as "Name".

Choose from existing data sources

Here is a list of data sources that you can use for the mail merge process in Writer.

Import CSV or JSON

You can import a spreadsheet or a comma-delimited (.csv file) from your desktop. Make sure the field names (column labels) are be in the first row of the list and are unique.

To import CSV as your data source file,

  1. Log in to Writer and create a new document or open an existing template.
  2. Click More > Automate > Prepare > Merge template.
  3. Under the With Data Source header, select the Import CSV or JSON option. You can import the CSV or JSON file form your computer or from web URL and merge it with your document.

Download the sample JSON data.

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. Log in to Writer and create a new document or open an existing template.
  2. Click More > Automate > Prepare > Merge template.
  3. Select Zoho Sheet as your data source. This will show the list of Zoho Sheet files that you have created already. Choose one from the list and sync it with your template.

Zoho Contacts

Pull data from your existing Zoho Contacts.

To merge your Zoho contacts in your target document,

  1. Click More > Automate > Prepare > Merge template.
  2. Select Contacts as a data source. All your Zoho Contacts will be listed in the panel. You can either select all contacts (maximum 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 > Prepare > Merge template.
  2. 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 > Prepare > Merge template.
  3. Select Zoho Creator as your data source. 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 > Prepare > Merge template.
  3. Select Zoho CRM as your data source.
  4. Now Select Module to pull data from the the following CRM modules
    • Leads
    • Accounts
    • Contacts
    • Potentials

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