Smartsheet Merge for Google Docs for multiple items/rows

J. Craig Williams

I'm trying to use Smartsheet Merge for Google Docs.

Here's the webinar video for reference:

https://www.smartsheet.com/videos/work-smart-webinar-merge-data-from-smartsheet-into-google-docs

 

I have a customer with 3 items to be invoiced. It appears I need to send three invoices, not one invoice with three items.

What am I missing?

 

Thanks.

 

Craig

Travis

Craig, Smartsheet Merge currently supports one row per document. Until this functionality is updated, you would need to have a new document for each item you are invoicing if you want to use the Merge integration. 

J. Craig Williams

Thanks Travis.

 

Craig

Jatz

just what i was looking for...

Alex Bostic

Hello, is there a solution to this workflow yet?

J. Craig Williams

For limited use cases, I am using the JOIN() function on Smartsheet to roll up the info to a single row and then using that row for the merge. Not completely satisfactory as it still requires some manual effort. This might be minimized if I redesign my Google Doc, but it is low priority and I haven't gotten to it.

In the mean time, I was looking at WebMerge a few months back (https://www.webmerge.me/) and while it did not satisfy my requirements then, they have made changes in recently that may. I just haven't gotten back to it either. I'll get HR (me) to yell at R&D (me) about this at the next all-hands meeting.

Craig