Requires one of the first 100 columns in the sheet to list the email address each row's document should be shared to.Īttach to row in Smartsheet: Attaches a link to the generated Google Doc or PDF back to the row in Smartsheet. Share in Google Drive: Shares each merge document with the valid Gmail or Google Apps email address listed in the row. By default, the name of each file includes the data from the primary column in your sheet, but you can select Change next to File Name Format to modify this as desired. Google only creates PDFs of documents less than 10MB in size.Ĭustomize the File Name Format. When this last option is selected, all of the merged documents are combined into a single Google Doc/PDF file for easy printing. Select whether you'd like to Create multiple Google Docs, Create multiple PDFs, and/or whether you'd like to Combine into one file. When finished setting up the document, select Run Merge in the Smartsheet Merge sidebar. Repeat this process for each column of data you'd like to merge into the document. This inserts a Merge Field tag that acts as a placeholder for data coming from Smartsheet. Place the cursor where you'd like the first tag to display in the document, then select a column name in the sidebar. Merge Fields are what Smartsheet Merge uses to place your Smartsheet data within the Google Doc. Select Insert Merge Fields from the Smartsheet Merge sidebar. You can select a maximum of 150 rows per merge. If you select multiple rows, Smartsheet Merge creates multiple copies of the Google document, each one merged with data from a selected row. Click Select a Sheet and choose the sheet you want to use for the merge. Use the Search box just above your sheet list to quickly filter sheets to find the sheet you're looking for.Ĭlick Select Rows from the Smartsheet Merge sidebar to choose rows to merge with the document. You'll see that the Smartsheet Merge sidebar has updated. Once successfully logged in, the page updates and instructs you to close the window and return to your Google Doc with the Smartsheet Merge sidebar. If this occurs, sign out of all Google accounts in all browser windows, close the browser, and sign back in to just one Google account. You may see an error message during this process if you're signed into multiple Google accounts. Select the Connect to Smartsheet button and then follow the steps to authorize access between the app and your Smartsheet account. The Smartsheet Merge sidebar appears at the right of the document. Select Add-ons at the top and select Smartsheet Merge > Start. You can also choose to navigate to any other document you want to merge Smartsheet data into. Once installed, you are re-directed to a document in Google Docs. To get started, install Smartsheet Merge from the Chrome Web Store and grant Smartsheet Merge permission to access your Google Drive documents. For example, you can use the names in your Client Name column in Smartsheet to customize a form letter created in Google Docs for each of your clients. Smartsheet Merge is a Google Docs add-on that enables you to create invoices, form letters, envelopes, or other documents from your Smartsheet data. You must use the Chrome browser to install any Smartsheet app or add-on initially but after the installation, you are able to access the Google Drive-Smartsheet features in any browser. In addition, there are several integration points with Google that don't require any installation. Smartsheet Sync: Store responses to Google Forms in a new sheet in Smartsheet.Ĭreate new sheets from Google Drive: New sheets are stored in Smartsheet, but a link is also created in Drive so you can easily open them from there. Smartsheet Merge: Strategically import Smartsheet data into your Google Document. These are the Smartsheet-Google Drive integration points available for installation from the Chrome Web Store:
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