Mapping of mail merge fields

How to map document merge fields with names in data source?

Field Mapping gives the ability to map merge fields of the document to the record names in the data source linked to the document before merging or sending them out for signature.

If the document is connected to a different data source that uses different field names, then the field names should be mapped to the field names in the new data source.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION









                                      You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                          Manage your brands on social media

                                            Zoho Desk Resources

                                            • Desk Community Learning Series


                                            • Digest


                                            • Functions


                                            • Meetups


                                            • Kbase


                                            • Resources


                                            • Glossary


                                            • Desk Marketplace


                                            • MVP Corner


                                            • Word of the Day


                                              Zoho Marketing Automation

                                                Zoho Sheet Resources

                                                 

                                                    Zoho Forms Resources


                                                      Secure your business
                                                      communication with Zoho Mail


                                                      Mail on the move with
                                                      Zoho Mail mobile application

                                                        Stay on top of your schedule
                                                        at all times


                                                        Carry your calendar with you
                                                        Anytime, anywhere




                                                              Zoho Sign Resources

                                                                Sign, Paperless!

                                                                Sign and send business documents on the go!

                                                                Get Started Now




                                                                        Zoho TeamInbox Resources



                                                                                Zoho DataPrep Resources



                                                                                  Zoho DataPrep Demo

                                                                                  Get a personalized demo or POC

                                                                                  REGISTER NOW


                                                                                    Design. Discuss. Deliver.

                                                                                    Create visually engaging stories with Zoho Show.

                                                                                    Get Started Now









                                                                                                        • Related Articles

                                                                                                        • Connecting a Data Source

                                                                                                          Data Sources Writer fetches data from the source document and places it in the merge template to generate separate output documents for each record. The source document can be anyone of the following: CSV or JSON file Use a CSV file- comma separated ...
                                                                                                        • Create Merge Templates

                                                                                                          Overview ​An organization might require sending out many documents in bulk to clients, employees, and its customers, which would contain content common to all the recipients and personalized or unique information that varies from one recipient to ...
                                                                                                        • Working with Fields

                                                                                                          Supported field types Supported field types Description Possible Values in the data source Rendered as Notes Plain Text The value of the field is placed as a string in the document. “test” “test” You can select the field in the document and apply the ...
                                                                                                        • How to shorten merge field names?

                                                                                                          To shorten merge field name, do the following: 1. After inserting the merge fields in your document, click on the field for which you want to make changes to. 2. You will see the following three  options . Select the second option as shown below. ...
                                                                                                        • What are the limits in document automation in Writer?

                                                                                                          The below table shows the document automation limits in Writer and their respective eligibility for increase or decrease via add-ons.                                    Document Merge Limits                     Features                    Limits ...
                                                                                                          Wherever you are is as good as
                                                                                                          your workplace

                                                                                                            Resources

                                                                                                            Videos

                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                            eBooks

                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                            Webinars

                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                            CRM Tips

                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                              Zoho Show Resources