
It's important that your tags match your the data columns exactly (including case and number of spaces). Tags in autoCrat are simply the names of your columns of data, enclosed in double less-than or greater-than symbols, like this: >. If you're creating a letter, for instance, you should compose the letter first. At every point in the letter where you'd like to import data from your spreadsheet (such as in the salutation or address), you'll want to insert a tag. This document will be the model for all of the documents created by your merge.

The other thing you'll need is a template document. In other words, it's much more useful to have a Title, a First Name, and a Last Name column rather than just the entire name in one cell. It's best practice to separate every piece of data that you can into separate columns.
#GOOGLE DOC MERGE LARGE DOCUMENTS FULL#
For example, if your 'State' column has abbreviations ("NJ"), full state names ("New Jersey"), blank cells, or other irregularities, you'll see some problems with your mail merge. The data in each column should also be uniform and complete. The first row (row 1) of your data set should have clear, short, descriptive headers. That is, it should look something like this: It's important that this data set is as clean as you can make it. Your source data is the information that Autocrat will use to fill in the names and addresses (and whatever other information you want to use) in your finished documents. This tutorial will walk you through the steps of preparing for your first mail merge, installing the AutoCrat extension, and performing the merge.īefore you get started, you'll need two things already composed and ready. While it's published by a nonprofit educational organization and has a solid reputation, you may want to think twice before using it to process extremely sensitive data. For it to work, it needs to be able to access the data in your Drive.


A mail merge takes data from a spreadsheet and then uses that data to fill in placeholders in a document or email. If you're not familiar with mail merges or if you've never done one before, here's a quick explanation. Unlike Microsoft Office, Google Docs and Sheets don't have the ability to perform mail merge operations.
