Mail Merge with Data File (List of Docs)

Use this action in generating documents by merging a template file and a file containing data. The template can be in word format, containing mail merge fields, or PDF containing form fields.

The file containing data can be either in excel format or JSON format

Parameters

Template FileFile, Required: Document template file. Supported file formats are Word and PDF files

Template File TypeOptions, Required: Template file type. This field helps in defining the template type of the file. The available options are Word and PDF.

Template File NameString: Name for the Template file. Also the name to be given to the list of generated files

Merge Data FileFile, Required

File containing data for template. This can be excel or json file.

Sample Excel Data:
excel sample

Sample Json Structure (List Array):

[
  ["FieldName1", "FieldName2", "FieldName3"],
  ["FieldValue1", "FieldValue2", "FieldValue3"],
  ["FieldValue4", "FieldValue5", "FieldValue6"]
]

json array

(OR)

Sample Json Structure (List Object):
json array

File Type Of DataOptions, Required: Type of file given for containing data. The available options are Excel and Json

Merge Output FileBoolean: Merge an Output File. By default, the value is false and, the output would be a zip containing all the generated documents. If set to true then, all the documents are combined into a single PDF. This option is only valid for PDF-type templates.

Output

FileUrl: The file containing all generated documents: If the Merge Output File value is true and the template type is PDF, then the file will be a PDF. Otherwise, the output will always be a zip.

File NameString: File Name without extension

Full File NameString: File Name with extension

File ExtensionString: File extension