Mail Merge
Perform a mail merge using the data in a Google Sheet
With this Ultradox automation you can perform a simple mail merge from data in a Google Sheet.
Ultradox will generate a PDF document from a Google Doc template for each row in the sheet and will merge the data from the row 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 rows in the Google Sheet.
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 Sheet Employee Directory, the Google Docs template Template and the folder Documents.
Mail Merge (Ultradox automation)
The automation loads one row from the connected Google Sheet, 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 and the Google Sheet Employees Directory right from the automation to edit the documents.
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.
Employees Directory (Google Sheet)
Open the sheet Employees Directory by clicking on the corresponding button in the Load row(s) building block in the Automation Mail Merge and enter your contacts in the Google Sheet.
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.
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.
Batch
Open the Automation Mail Merge and click on the Batch button in the menu bar of the automation. Ultradox will create a PDF document for all entries of the Google Sheet Empoyee Directory and send it to your cloud-ready printer.
If you start automation using the Run button, only the first row of the Employee Directory worksheet 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