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Merge

Google Spreadsheet

Data with

Google Documents

Jerry Williamson

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Sheet to Doc Merge- Overview

Step 1�Create a Folder in Google Drive

Step 2�Create a Google Sheet with at Least Two Rows of Information

Step 3�Create a Google Document to Serve as Template

Step 4�Use an Add-on to Merge the sheet data into the Google Document

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Sheet to Doc Merge- Overview

Step 1�Create a Folder in Google Drive

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Sheet to Doc Merge- Step 1, the Folder(s)

  1. Create a Folder in Google Drive

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Sheet to Doc Merge- Step 1, the Folder(s)

  • Create a Folder in Google Drive
    1. Create a folder in your Google Drive to store your spreadsheet, document template, and merged documents

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Sheet to Doc Merge- Step 1, the Folder(s)

  • Create a Folder in Google Drive
    • Create a folder in your Google Drive to store your spreadsheet, document template, and merged documents
    • New > Folder > Enter folder Name > Create

Quarter 1 Progress Reports

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Sheet to Doc Merge- Overview

Step 1�Create a Folder in Google Drive

Step 2�Create a Google Sheet with at Least Two Rows of Information

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Sheet to Doc Merge- Step 2, the Spreadsheet

  1. Create a Google Spreadsheet with at Least Two Rows of Information:

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Sheet to Doc Merge- Step 2, the Spreadsheet

  • Create a Google Spreadsheet with at Least Two Rows of Information:
    • Create a SS from your Google Drive

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Sheet to Doc Merge- Step 2, the Spreadsheet

  • Create a Google Spreadsheet with at Least Two Rows of Information:
    • Create a SS from your Google Drive
      • New > Google Sheets

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Sheet to Doc Merge- Step 2, the Spreadsheet

  • Create a Google Spreadsheet with at Least Two Rows of Information:
    • Create a SS from your Google Drive

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Sheet to Doc Merge- Step 2, the Spreadsheet

  • Create a Google Spreadsheet with at Least Two Rows of Information:
    • Create a SS from your Google Drive
      • New > Google Sheets
        1. Enter your title

Title

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Sheet to Doc Merge- Step 2, the Spreadsheet

  • Create a Google Spreadsheet with at Least Two Rows of Information:
    • Create a SS from your Google Drive
      • New > Google Sheets
        • Enter your title
        • Enter column titles in the header row

​

Header Row

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Sheet to Doc Merge- Step 2, the Spreadsheet

  • Create a Google Spreadsheet with at Least Two Rows of Information:
    • Create a SS from your Google Drive
      • New > Google Sheets
        • Enter your title
        • Enter column titles in the header row
        • Enter column titles in the sub-header row(s)

Sub-Header Row(s) (optional)

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Sheet to Doc Merge- Step 2, the Spreadsheet

  • Create a Google Spreadsheet with at Least Two Rows of Information:
    • Create a SS from your Google Drive
    • Enter/get your spreadsheet data
      • Go to https://goo.gl/CLsm4B to�make a copy of this example

Data

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Sheet to Doc Merge- Step 2, the Spreadsheet

  • Create a Google Spreadsheet with at Least Two Rows of Information:
    • Create a SS from your Google Drive
    • Enter your title
    • Enter column titles in the header row
    • Enter sub-headers rows (optional)
    • Enter data into each cell
      1. Can include numbers, text, �formulas…
      2. Make a copy of this example�at https://goo.gl/z8xTBZ

Data

Go to https://goo.gl/CLsm4B to make a copy of this example.

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Sheet to Doc Merge- Overview

Step 1�Create a Folder in Google Drive

Step 2�Create a Google Sheet with at Least Two Rows of Information

Step 3�Create a Google Document to Serve as Template

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Sheet to Doc Merge- Step 3, the Document

  • Create a Google Document to Serve as a Template

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Sheet to Doc Merge- Step 3, the Document

  • Create a Google Document to Serve as a Template
    • Create like any other Google document (New > Google Docs)

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Sheet to Doc Merge- Step 3, the Document

  • Create Google Document to Serve as a Template
    • Create like any other Google document (New > Google Docs)
    • Title your doc (it’s a good idea to enter “Template” in title)

Title

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Sheet to Doc Merge- Step 3, the Document

  • Create Google Document to Serve as a Template
    • Create like any other Google document (New > Google Docs)
    • Title your doc (it’s a good idea to enter “Template” in title)
    • Format and type-up your doc like any other

Type up and format

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Sheet to Doc Merge- Step 3, the Document

  • Create Google Document to Serve as a Template
    • Create like any other Google document (New > Google Docs)
    • Title your doc (it’s a good idea to enter “Template” in title)
    • Format and type-up your doc like any other

Title

Type up and format

Go to https://goo.gl/ar2A88 to make a copy of this example.

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Sheet to Doc Merge- Step 3, the Document

  • Create Google Document to Serve as a Template
    • Create like any other Google document (New > Google Docs)
    • Title your doc (it’s a good idea to enter “Template” in title)
    • Format and type-up your doc like any other
    • Type the column headers , called “tags”, in your document

Enter tags that match SS

Headers with <<>> surrounding them

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Sheet to Doc Merge- Step 3, the Document

  • Create a Google Document to Serve �as a Template
    • Create like any other Google document (New > Google Docs)
    • Title your doc (it’s a good idea to enter “Template” in title)
    • Format and type-up your doc like any other
    • Enter tags (e.g. <<Student Name>>) that match your SS column headers are entered
    • Make a copy of this example�at https://goo.gl/dDbrHf

Enter tags that match SS

Headers with <<>> surrounding them

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Sheet to Doc Merge- Step 3, the Document

Enter tags that match SS

Headers with <<>> surrounding them

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Sheet to Doc Merge- Overview

Step 1�Create a Folder in Google Drive

Step 2�Create a Google Sheet with at Least Two Rows of Information

Step 3�Create a Google Document to Serve as Template

Step 4�Use an Add-on to Merge the sheet data into the Google Document

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Sheet to Doc Merge- Step 4, the Add-On Autocrat

  • Use a “Google Script” or “Add-On” to Run the Merge

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Sheet to Doc Merge- Step 4, the Add-On Autocrat

​

  • Use a “Google Script” or “Add-On” to Run the Merge
    • Use the Add-ons > Get add-ons… �menu

Add-ons

​

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Sheet to Doc Merge- Step 4, the Add-On Autocrat

​

  • Use a “Google Script” or “Add-On” to Run the Merge
    • Use the Add-ons > Get add-ons… �menu
    • Search for “autocrat”

“autocrat”

​

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Sheet to Doc Merge- Step 4, the Add-On Autocrat

​

  • Use a “Google Script” or “Add-On” to Run the Merge
    • Use the Add-ons > Get add-ons… �menu
    • Search for “autocrat”
    • Click “Free"

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Sheet to Doc Merge- Step 4, the Add-On Autocrat

​

  • Use a “Google Script” or “Add-On” to Run the Merge
    • Use the Add-ons > Get add-ons… �menu
    • Search for “autocrat”
    • Click “Free"
    • Click “Allow”

Autocrat

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Sheet to Doc Merge- Step 4, the Add-On Autocrat

​

  • A “Google Script” or “Add-On” to Run the Merge
    • Use the Add-ons > Get add-ons… �menu
    • Search for “autocrat”
    • Click “Free"
    • Click “Allow”
    • Autocrat will be available for all sheets

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Sheet to Doc Merge- Step 4, the Add-On Autocrat

​

  • A “Google Script” or “Add-On” to Run the Merge
    • Use the Add-ons > Get add-ons… �menu
    • Search for “autocrat”
    • Click “Free"
    • Click “Allow”
    • Autocrat will be available for all sheets
    • Launch Autocrat

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Sheet to Doc Merge- Step 4, the Add-On Autocrat

​

  • Working with Autocrat
    • Click “New Job”

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Sheet to Doc Merge- Step 4, the Add-On Autocrat

​

  • Working with Autocrat
    • Click “New Job”
    • Name your job

​

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Sheet to Doc Merge- Step 4, the Add-On Autocrat

​

  • Working with Autocrat
    • Click “New Job”
    • Name your job
    • Click on “From Drive” to choose the template we created in Step 3

​

​

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Sheet to Doc Merge- Step 4, the Add-On Autocrat

​

  • Working with Autocrat
    • Click “New Job”
    • Name your job
    • Click on “From Drive” to choose the template we created in Step 3
      • Click on the document
      • Click “Select”

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Sheet to Doc Merge- Step 4, the Add-On Autocrat

​

  • Working with Autocrat
    • Click “New Job”
    • Name your job
    • Click on “From Drive” to choose the template we created in Step 3
      • Click on the document
      • Click “Select”
      • Your chosen template is listed

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Sheet to Doc Merge- Step 4, the Add-On Autocrat

​

  • Working with Autocrat
    • Click “New Job”
    • Name your job
    • Click on “From Drive” to choose the template we created in Step 3
      • Click on the document
      • Click “Select”
      • Your chosen template is listed
    • Click “Next”

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Sheet to Doc Merge- Step 4, the Add-On Autocrat

​

  • Working with Autocrat
    • Click “New Job”
    • Name your job
    • Click on “From Drive” to choose the template we created in Step 3
      • Click on the document
      • Click “Select”
      • Your chosen template is listed
    • Click “Next”
    • Map source data to template by�matching the “Merge tab” and sheet tab name are the same...

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Sheet to Doc Merge- Step 4, the Add-On Autocrat

​

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Sheet to Doc Merge- Step 4, the Add-On Autocrat

​

  • Working with Autocrat
    • Click “New Job”
    • Name your job
    • Click on “From Drive” to choose the template we created in Step 3
      • Click on the document
      • Click “Select”
      • Your chosen template is listed
    • Click “Next”
    • Map source data to template by�matching the “Merge tab” and sheet tab name are the same, the “Header row” is accurate...

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Sheet to Doc Merge- Step 4, the Add-On Autocrat

​

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Sheet to Doc Merge- Step 4, the Add-On Autocrat

​

  • Working with Autocrat
    • Click “New Job”
    • Name your job
    • Click on “From Drive” to choose the template we created in Step 3
      • Click on the document
      • Click “Select”
      • Your chosen template is listed
    • Click “Next”
    • Map source data to template by�matching the “Merge tab” and sheet tab name are the same, the “Header row” is accurate, and the 1st data row is accurate.

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Sheet to Doc Merge- Step 4, the Add-On Autocrat

​

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Sheet to Doc Merge- Step 4, the Add-On Autocrat

​

  • Working with Autocrat
    • Click “New Job”
    • Name your job
    • Click on “From Drive” to choose the template we created in Step 3
      • Click on the document
      • Click “Select”
      • Your chosen template is listed
    • Click “Next”
    • Map source data to template by�matching the “Merge tab” and sheet tab name are the same, the “Header row” is accurate, and the 1st data row is accurate.
    • Match the tags in the template to the columns in the spreadsheet

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Sheet to Doc Merge- Step 5, Autocrat

The tags you entered in the template document

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Sheet to Doc Merge- Step 5, Autocrat

The columns in the spreadsheet

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Sheet to Doc Merge- Step 5, Autocrat

Match each tag with the correct column and then click “Next”

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Sheet to Doc Merge- Step 4, the Add-On Autocrat

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  • Working with Autocrat
    • Type in the title that will be applied to each document’s name

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Sheet to Doc Merge- Step 4, the Add-On Autocrat

​

  • Working with Autocrat
    • Type in the title that will be applied to each document’s name
      • You can use your spreadsheets columns/tags (e.g. <<Student Name>>)

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Sheet to Doc Merge- Step 4, the Add-On Autocrat

​

  • Working with Autocrat
    • Type in the title that will be applied to each document’s name
      • You can use your spreadsheets columns/tags (e.g. <<Student Name>>)

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Sheet to Doc Merge- Step 4, the Add-On Autocrat

​

  • Working with Autocrat
    • Type in the title that will be applied to each document’s name
      • You can use your spreadsheets columns/tags (e.g. <<Student Name>>)
    • Choose the file type of the exported merge documents, Google Documents or PDF

​

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Sheet to Doc Merge- Step 4, the Add-On Autocrat

​

  • Working with Autocrat
    • Type in the title that will be applied to each document’s name
      • You can use your spreadsheets columns/tags (e.g. <<Student Name>>)
    • Choose the file type of the exported merge documents, Google Documents or PDF
    • Click “Next”

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Sheet to Doc Merge- Step 4, the Add-On Autocrat

​

  • Working with Autocrat
    • Type in the title that will be applied to each document’s name
      • You can use your spreadsheets columns/tags (e.g. <<Student Name>>)
    • Choose the file type of the exported merge documents, Google Documents or PDF
    • Click “Next”
    • Choose in which folder you want the exported documents to be stored

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Sheet to Doc Merge- Step 4, the Add-On Autocrat

​

  • Working with Autocrat
    • Type in the title that will be applied to each document’s name
      • You can use your spreadsheets columns/tags (e.g. <<Student Name>>)
    • Choose the file type of the exported merge documents, Google Documents or PDF
    • Click “Next”
    • Choose in which folder you want the exported documents to be stored
      • Choose the folder you created in Step 1 and click “Select”

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Sheet to Doc Merge- Step 4, the Add-On Autocrat

​

  • Working with Autocrat
    • Type in the title that will be applied to each document’s name
      • You can use your spreadsheets columns/tags (e.g. <<Student Name>>)
    • Choose the file type of the exported merge documents, Google Documents or PDF
    • Click “Next”
    • Choose in which folder you want the exported documents to be stored
      • Choose the folder you created in Step 1 and click “Select”
      • The chosen folder is listed

​

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Sheet to Doc Merge- Step 4, the Add-On Autocrat

​

  • Working with Autocrat
    • Type in the title that will be applied to each document’s name
      • You can use your spreadsheets columns/tags (e.g. <<Student Name>>)
    • Choose the file type of the exported merge documents, Google Documents or PDF
    • Click “Next”
    • Choose in which folder you want the exported documents to be stored
      • Choose the folder you created in Step 1 and click “Select”
      • The chosen folder is listed
      • Click “Next”

​

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Sheet to Doc Merge- Step 4, the Add-On Autocrat

​

  • Working with Autocrat
    • Type in the title that will be applied to each document’s name
      • You can use your spreadsheets columns/tags (e.g. <<Student Name>>)
    • Choose the file type of the exported merge documents, Google Documents or PDF
    • Click “Next”
    • Choose in which folder you want the exported documents to be stored
      • Choose the folder you created in Step 1 and click “Select”
      • The chosen folder is listed
      • Click “Next”
      • Click “Save”

​

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Sheet to Doc Merge- Step 4, the Add-On Autocrat

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  • Working with Autocrat
    • Mouse over your job and click the play button

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Sheet to Doc Merge- Step 4, the Add-On Autocrat

​

  • Working with Autocrat
    • Mouse over your job and click the play button
    • The merge will run

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Sheet to Doc Merge- Step 4, the Add-On Autocrat

​

  • Working with Autocrat
    • Mouse over your job and click the play button
    • The merge will run
    • Go to your Drive, find the destination folder

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Sheet to Doc Merge- Step 4, the Add-On Autocrat

​

  • Working with Autocrat
    • Mouse over your job and click the play button
    • The merge will run
    • Go to your Drive, find the destination folder
    • Right-click on the folder or any of the files to share, download, etc.

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Run Again?

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