Mail Merge
Perform a mail merge using the data from your Google Contacts
With this Ultradox automation you can perform a simple mail merge from data of your Google Contacts.
Ultradox will generate a PDF document from a Google Doc template for each contact of your contact group and will merge the data from the contact into the generated PDF document.
This automation uses the Batch feature which allows you to create a very simple flow that will then be run for selected contacts from your Google contact information.
Configuration
After copying the example to your Google Drive (My Drive), you will find the following files and folders in the Mail Merge project folder:
The Ultradox automation Mail Merge, the Google Docs template Template and the folder Documents.
Mail Merge (Ultradox automation)
The automation loads the contacts from the selected contact group, merges the data into a PDF document, send it to your cloud-ready printer and stores the generated PDF document on Google Drive.
You can open the connected Google Docs template Template right from the automation to edit the documents.
Template (Google Docs)
Open the Google Docs template Template and design the template for your mail merge. Change the title, text and images, but make sure you keep the syntax of the templates (like ${fields.name}) and the functionality.
However, adjust the font, font size and font color of the templates as required.
The instructions and variables in the template tell Ultradox to generate for example the address or name of your employee. Do not mess up the instructions or variables!
Familiarize yourself with working with variables if you want to add more placeholders, conditions, or loops to your contract.
Select a contact
Open the Ultradox-Automation Mail Merge and select a contact from your contact data to be able to generate a preview. To do this, click on the bold part the given contact in the title of the top building block. Now the data can be used in the Google Docs template.
Preview
Open the Automation Mail Merge to get a preview of your mail merge template.
Select the Generate PDF building block and click the Preview button located on the top right corner of the block. Ultradox will then generate a preview in a new browser window.
Printer setup
In the Print document building block your can select your cloud-ready printer, on which the PDF documents are printed directly during you run the automation. Click on given printer in the title of the building block and select a printer.
Click on given printer in the title of the building block and select a printer. If necessary, allow Ultradox to grant access to your printer settings.
In addition, the individual PDF documents are saved in the folder Documents and can be used or printed later.
Batch
Open the Automation Mail Merge, click on the Batch button in the menu bar of the automation and use the dialog to select a group of your contacts. Ultradox will create a PDF document for all entries of your Google Contacts and send it to your cloud-ready printer.
If you start automation using the Run button, only for one contact a PDF document is created.
Get more information about executing and batch processing automations.
Congratulations! You have successfully created a single personalized document for each row in the worksheet.
Questions and Feedback
If you have any comments on this page, feel free to add suggestions right to the Google document that we are using to create this site.
If you are not yet member of the Ultradox community on Google+, please join now to get updates from our end or to provide feedback, bug reports or discuss with other users.
Last Updated: 2/19/19