2. Connecting a source file

Saturday, May 8, 2021

The first thing to decide is if you would like to connect a Google Sheet or a Google Form. 

  • Google Sheets is better if you already have a data set you would like to create documents from.
  • Google Forms is better if you don’t already have data and you’d like to create a document every time someone completes a form.
Top Tip - If there is a different integration you are looking for you can click the External Apps button (below the Google Form button). This is where you can vote on any integrations you would like to see Portant Data Merge work with in the future.

Connect your source file

Click the Choose File button to open the file picker window. This is where you can search for and select the Google Sheet or Form you would like to connect. After you have found and selected the correct file, click Select

If you have selected a Spreadsheet which has multiple sheets, you will need to select the sheet from the dropdown list before clicking Continue.


Top Tip - After you have selected the file, you can click the file name to open it in a new tab. Great for checking if everything is as you expect.


Note - For sheets, Portant requires the column headers to be in the first row of the spreadsheet.

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