Configure workflow in Zoho Books with Writer's mail merge
With the Zoho Books and Zoho Writer merge integration, you can easily generate customized documents, like shipping labels or invoices, directly from your Zoho Books data. For instance, if you need to create labels for customer orders that include personalized fields like the customer’s name, delivery date, product description, and barcode, you can set up a merge template in Zoho Writer. Follow the steps below to configure the integration.
- Create or import a document in Zoho Writer and convert the document into a merge template. Learn how to create a merge template.
- Create new fields for customer name, delivery date, barcode, etc.
- Insert the created fields into the merge template.
- Now go to Zoho Books and create a custom function using the steps mentioned here.
- Enter the code of the function in the deluge window that opens. Here is a sample that you can use.
- To create a new connection, follow the steps shown in this video.
Please note that you can also perform other merge actions. Refer to this page for more details.