Step 1: Choose/Create a label template

Labels come in different sizes and are used for different purposes. You can create a new printing label template from scratch or choose a default template available in your Writer account. Also, import label templates from Avery or Office 365.

To choose a, existing label template from the template library,

1. Click File > New from Template.
2. Under Templates header, choose Labels and Envelopes.
3. Choose a template that suits your needs or import one from Avery or Office365 templates.

Step 2: Select data source

You need to create or upload a data source file (csv or a spreadsheet file) to merge the values with the mailing label. 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.

Configure the data source that has the information to be merged in your label template, such as, the name and address of each recipient to be printed on the labels.

To create or import a data source,

1. Click More > Automate > Merge template.
2. Choose your data source from the Merge Template panel. Choose Import CSV from Desktop or URL to pull data from a spreadsheet file.
3. If you have the data in a Zoho Sheet file, then select Zoho Sheet as your data source.
4. Click Create new data source to create a new data source from scratch and merge with the label. This will open an empty Zoho Sheet file in a new tab. Start entering the required data and sync it with your target label template.

Step 3: Insert merge fields

Once the data source is synced in your label template, you need to set up the template with the required merge fields.

1. Click More > Automate > Merge template.
2. Under Insert Fields header, you will find the available merge fields to be inserted in your document.
3. Now insert merge fields in your label. Each row (or record) in your data source will be merged with an individual label.
4. Once the above output configurations are done, click the Save Settings button. The label merge template will be saved.

Use the Next Record field to jump over to the next row in your data source.

Step 4: Preview document

Before you download or print the final document, you can preview the document and make changes, if needed.

1. Click Preview Merge under the Preview Document header.
2. Check if the labels are ready to print in the Preview mode. You can Print/Download/Email right away from the preview merge page.
3. Click the Back to Editor button if you need to make any change to your label template.