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

Create a merge template in Zoho Writer.
Choose Zoho Sheet as the data source, and select the relevant Sheet.
Under "When to Merge," choose the desired option.
Choose how you wish to process the generated document using the options under "Choose Output".
Click Schedule Merge or Run Merge, based on the option you've chosen under "When to Merge".

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