Mail Merge

Mail Merge

Mail merge is a feature available in Zoho Writer under the Mailings tab which helps the users to create and print multiple copies of a particular document to be sent to different recipients.

How mail merge works

  • Create a data source

  1. Create a spread sheet using Zoho Sheet containing all the fields such as name, company name, address, phone number, email, etc. from which the mailing list can be derived. See the attached image for a sample data source.

  2. Export the spread sheet as a CSV file and save it.

  • Create a form letter

  1. Open Zoho Writer and start your form letter.

  2. To add fields, click on the 'Mailings' tab followed by choosing 'Select Data Source' option.

  3. Upload the CSV file.

  • Insert merge fields

  1. As soon as you upload the CSV file, input the database fields contained in the CSV file.

  2. Insert the fields in the required positions in the document.

  • Merge and print the mail merged document

  1. Click on the 'Finish and Merge' tab.

  2. Multiple copies of the same document appear as a new untitled file with the records inserted from the data source.

  3. Users will now be able to print the merged document.

  4. In the print window, specify the printer and click OK.



As of now, mail merge is limited to 5 records for individual users and 100 records for business users.





      • Sticky Posts

      • Deprecation of certain URL patterns for published Zoho Writer documents

        Hi Zoho Writer users! We'd like to let you know that we have deprecated certain URL patterns for published and embedded documents in Zoho Writer due to security reasons. If the published or embedded documents are in any of these URL patterns, then their

      • [Announcement] Insert image from URL changes in Zoho Writer

        Hi Zoho Writer users! We'd like to let you know that we've changed the behavior of the Insert image from URL option in Zoho Writer for security reasons. Earlier behavior Once you inserted an image URL in a Writer document, the image would be fetched from

      • Introducing plagiarism checker in Zoho Writer

        Zia, Zoho Writer's AI-driven writing assistant, now highlights plagiarized and duplicated content in addition to offering contextual grammar and writing suggestions to help you write clearly and concisely in English. Zoho Writer's plagiarism reports Here

      • [Important announcement] Impact of Google's new email guidelines for Zoho Writer automation users

        Hi users, Google has recently announced new guidelines for sending emails to Gmail and other Google-hosted domains. These guidelines will be effective starting Feb. 1, 2024, and can impact the delivery of emails sent from Zoho Writer. Your organization

      • Transitioning from MS Word to Writer: A complete walkthrough

        Hello everyone! We understand moving to a new word processing tool can be difficult, especially if it means switching from a legacy software like MS Word. That's why we've organized an exclusive webinar where we talk you through ways to make your switch from MS Word to Writer as easy as possible. In this webinar, you'll learn: - Why Writer is a simple yet powerful alternative to MS Word. - How to locate your favorite MS Word features and functions in Writer.  - How to migrate your Word documents