How to run mail merge in Zoho Writer using data from Zoho Sheet

How to run merge using data collected in Zoho Sheet

Overview 

You can collect data in a Zoho Sheet from users using Zoho Forms (via Zoho Sheet integration) or any other form. You can then use the data to run merge operations from Zoho Writer merge templates by selecting Zoho Sheet as the data source.

Prerequisites 

You must have set up data collection in a Zoho Sheet via Zoho Forms or any other form.

Steps 

How to run merge operations using data from Zoho Sheet
  1. Create a merge template in Zoho Writer.
  2. Choose Zoho Sheet as the data source, and select the relevant Sheet.
  3. Under "When to Merge," choose the desired option.
  4. Choose how you wish to process the generated document using the options under "Choose Output".
  5. Click Schedule Merge or Run Merge, based on the option you've chosen under "When to Merge".
  1. How to create a form in Zoho Forms and collect data in Zoho Sheet
  2. How to create a merge template in Zoho Writer
  3. How to configure a data source in Zoho Writer merge templates
  4. How to automatically trigger merge when a new Zoho Form entry is submitted