How to set-up a Google Sheets source?

Updated on:
July 23, 2021

This article will show you how to set up Google Sheets as a source for Portant Data Merge. Google Sheets is the perfect source if you already have a data set you would like to create documents from.

In this article you’ll learn how to:

  1. Select an exisiting Google Sheets file
  2. Create a new Google Sheets file

Connect to an existing Google Sheets file

After you have selected to connect a Google Sheets source from the 'Home Page' you will need to set it up. Click the Choose File button to open the file picker window. This is where you can search for and select the Google Sheet you would like to connect. After you have found and selected the correct file, click Select

If you selected a Spreadsheet with multiple sheets, you will need to select the sheet that contains the data from the dropdown list before clicking Continue.

Note - Portant can only source data from one sheet per document.


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.

Create a new Google Sheets file

If you do not have a Google Sheets file with data in yet, you can use the 'Create new' button. After you click this button, a new Google Sheets file is created with your filename and connected to your template. This Google Sheets file has some sample data in it that you can use to test with.

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.

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