Step 2 - Connecting a source

Updated on:
July 23, 2021

After you have installed and opened the Portant Data Merge Add-on, the next thing you will want to do is connect a source. This is where Portant will source data from to place it in your template file and create output documents.

The source is where all the custom data is stored and the template document (Google Docs or Google Slides) is where all the static data, layout and style is defined.

In this article you’ll learn how to:

  1. Select a source
  2. Connect and set-up your source

Select a source

When you open Portant Data Merge, the homepage of the app will display the sources you are able to connect.

An image showing Portant Data Merge's home screen

This is where you can select the kind of source you would like to connect from the following options:

  • Google Sheets is better if you already have a data set you would like to create documents from.
  • Google Forms is perfect if you would like to create an ongoing workflow (or if other people have the data you need for your documents) and you’d like to create a document every time someone completes a form.
  • Trello is good if you want to create documents as part of a kanban workflow (or if you have a Trello account).
Top Tip - If there is a different integration you are looking for you can click the External Apps button (at the bottom). This is where you can vote on any integrations you would like to see Portant Data Merge work with in the future 🤙

Connect and set-up your source

After you have selected the source you would like to connect to, you will need to set it up. Each source has some slight differences so we have made a bespoke page for each one. Please select the one you would like to learn more about below:

In each source you need to identify the file or board you would like to connect to and then click continue.

Feedback and feature suggestions

We created Portant only a few months ago, so any feedback or suggestions you have for us would be greatly appreciated. Please feel free to send us an email at contact@portant.co or use our contact form here: https://www.portant.co/support

Thanks,

Blake and James

More than mail merge

You can do a lot more than just mail merge with Portant. Portant is a fully-fledged online document automation solution that can optimise many different document flows. You can use our online document automation platform to optimise your repetitive work, so you can get back to doing the work you enjoy.

Get startedAn animation showing a google document being created from a Trello card.