How to Mail Merge and Create Custom Google Docs from Smartsheet Data

How to Mail Merge and Create Custom Google Docs from Smartsheet Data


If you’ve ever needed to create hundreds of documents from Google Docs including invoices, form letters, or envelopes, now you can with Smartsheet Merge for Google Docs You can use Smartsheet to track customer names, addresses and order status and automatically merge information into your Google Doc template to create hundreds of documents instantly. It’s like a mail merge but with real time
collaboration and no version control issues Let’s see how it works. In this case, I want to use data that I have
in a sheet to prepare individual work orders that I’ll assign to members of our team I’ll go to my Work Order in Google Docs,
select the Smartsheet Merge Add on, and click Start Next, I’ll click on Select Sheet , do a
quick search for “work orders” and select the work order sheet Then I’ll select the Rows that I want to
create work orders for As you can see, I’m getting a view of my actual Smartsheet I’m going to select 4 of these properties
to have merged directly into my work orders and save the selection Now I go to step 2; I want to get these fields right into my document. I just put my cursor next to the Start Date and I’ll find the Start
Date and select it, and I’ll do the same with Assigned To The individual fields go right into my Google Doc template Once I merge the doc, all these fields will
be filled in with data from my Smartsheet Now for step 3, I’ll specify the type of output I’d like generated from my merge. I have several different options I can create multiple Google Docs and share them in Google Drive or Attach them to corresponding rows in Smartsheet, I can create multiple PDFs and share them in Google Drive, upload or attach them to corresponding rows in Smartsheet, and even send them via email I also have the option of combining the output into one file, for easy printing. I’ll choose to create 4 PDFs, and since
my sheet contains the Technician email address in each row, I’ll select “Send via
Email” I’d like to customize the email message
so I’ll click on Configure, select the column that contains the email addresses and add a subject line and message to the body of the email. I’ll use the default File Name Format, and
click Run Merge Smartsheet Merge creates my new work orders, pulling in all of the data that I selected in Smartsheet, and sending a pdf attachment of each individual work order directly to the assigned technician. I can also go view the files if needed. And that’s how to merge data from Smartsheet into Google Docs To learn more about how Smartsheet and Google work together visit the Smartsheet App Gallery www.smartsheet.com/apps.

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