How to merge documents using Zoho Books' data

How to merge documents using Zoho Books' data

Overview 

Zoho Writer's merge templates allows you to generate personalized documents such as invoices, expense reports, purchase orders using your Zoho Books data.

Steps 

  1. Open your merge template in Zoho Writer.
  2. In the Automate pane, Select Data Source -> Add a data source to get started.
  3. In the Select Data Source dialog that opens:
    1. Choose Zoho Books as your data source.
    2. Select your organization and the desired module.

 Supported modules and sub modules 

Module
Sub modules or Related lists
Quote
-
Invoice
Items
Expense
-
Item
-
Purchase Order
-
Shipment Order
- 

Support contact details 

Global: support@zohowriter.com

EU: support@eu.zohowriter.com

 

US: +1 888 900 9646 (#5 - #4)

India: + 91 44 6965 6070 (#5 - #4)

UK: + 44 (20) 35647890