Data Merge Settings for Google Sheets sources

Updated on:
March 30, 2023
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Portant Data Merge Add-on

After you have customised the format of your document and added your tags, the next thing to do is set-up your Data Merge Settings. This is where you can edit how the Data Merge Automation will run and filter the data Portant will use to make the outputs.

In this article you’ll learn how to:

  1. Choose the type of Data Merge
  2. Filter the data used for the Data Merge
  3. Other options for Google Sheets Data Merge

Choosing the type of Data Merge

There are two different types of Data Merge possible with Google Sheets. These are:

  • Create multiple documents - This setting creates seperate documents from each row/response/card
  • Combine into one document - This setting combines multiple rows of data into one document (only works with Sheets)

Filter the data used for the Data Merge

This is how you filter what data from your spreadsheet you would like to make documents with. There are a few different options you can use:

  • All rows - this creates documents for all rows within the spreadsheet (apart from the header row)
  • Latest rows - Portant merges all the data added to the spreadsheet since the last time an automation was run
  • Custom rows - select a bespoke range of rows to make documents from
  • A single row - select a single row to make a document from
  • Condition - enter a condition that has to be true for Portant to merge the data (e.g. Column A is equal to "Yes")

Other options for Google Sheets Data Merge

If you open the options menu in the top right hand corner of the Data Merge box you will find additional options for the data merge. These are:

Auto-create

Portant will periodically check the source file every hour or day. When new data is found in the source Google Sheet, a new document is created.

Document Links

When selected, Portant will automatically insert document (and pdf) URLs next to the last column of your spreadsheet. like this:

‍

Data Grouping

‍‍Portant will add extra rows to tables containing template tags to capture all grouped rows in your spreadsheet. Learn more

Note - These additional options are only available in 'Create multiple documents mode'

Feedback and feature suggestions

We created Portant in 2021 and the feedback we have received since then has been very helpful and greatly appreciated. If you have any feedback 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

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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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