Create Mail Merge from Multiple Sheets

Automations 1

Hi Community,

I'm trying to create a mail merge that pulls from multiple sheets. One sheet has general information such as Name, Address, Project Info ect.... The other sheet is a checklist. I want to combine the general information as well as whatever is checked off on the checklist and create a mail merge. This way, I can mail each client a letter showing their personal information as well as whatever was completed on the checklist.

Any idea how I can accomplish this?

Andrée Starå

Hi @Rivky Emert

Can you maybe share some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

I hope that helps!

Be safe and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Automations 1

General Info.JPG

Items Collected.JPG

Hi @andreestara @andree@getdone.se

See attached snips. I only want the items that are checked off to come on the mail merge...

Andrée Starå

@Rivky Emert

Is there anything that we could use as an unique value in both sheets?

How are they connected?

Automations 1

I'm not sure if I understand your question.

The sheets are just used together. I can technically put some cells on the checklist to link in the general information...

@Andrée Starå

Andrée Starå

@Rivky Emert

Yes, you want to use the same for multiple contacts, so nevermind my previous question.

I'd be happy to take a quick look.

Can you maybe share the sheet(s)/copies of the sheet(s)? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

Andrée Starå

@Rivky Emert

Can you show how you want it to show in the mailmerge?

Joachim Mund

Hi Andrée,

did you find a solution for this scenario (1:n)?

I have two smartsheets:

1. smartsheet adresses: ID, Name, Town, Street
2. smartsheet todos: ID (Referenz to adesses), FactNr, Fact, Todo, Timestamp

Should create a document like:

Name

Town

Street

FactNr 1, Fact, Todo, Timestamp

FactNr 2, Fact, Todo, Timestamp

etc.

Thank for your help!