Once installed, you'll be re-directed to a document in Google Docs.
#DATA MERGE GOOGLE DOCS INSTALL#
To get started, install Smartsheet Merge from the Chrome Web Store and grant Smartsheet Merge permission to access your Google Drive documents. TIP: If your column names or locations have changed since starting up the add-on, click Refresh Columns to update the list in the side bar. You can create a Merge Field tag for any column manually by typing the column name surrounded by two sets of curly bracers - for example, - within the document. Only the first 100 columns in the sheet will be available to select from the sidebar. 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. In addition, there are several integration points with Google that don't require any installation. NOTE: You must use the Chrome browser to install any Smartsheet app or add-on initially but after the install, you’ll be able to access the Google Drive-Smartsheet features in any browser. Smartsheet Sync: Store responses to Google Forms in a new sheet in Smartsheet.Ĭreate new sheets from Google Drive: New sheets will be stored in Smartsheet, but a link will also be created in Drive so you can easily open them from there.
Smartsheet Merge: Strategically import Smartsheet data into your Google Document. There are a few Smartsheet-Google Drive integration points available to install from the Chrome Web Store:
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