Mail merge within excel

Hello Developers,

I’m working on a project where I need to perform a mail merge between two Excel sheets. Specifically, I want to:

  1. Merge Data: Use data from a main Excel sheet to fill in any missing fields in a letter template contained in another Excel sheet.
  2. Export to PDF: Once the letter templates are completed with the merged data, export each letter to a PDF.
  3. Distribute: Send the generated PDF files to the respective customers.

Could you please provide guidance or recommend tools/scripts that could help streamline this process?

Thank you!

Hello @lqxchan!

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The Encodian API can mail merge JSON data into Excel, Word or PowerPoint files. It can also convert 70+ file formats to PDF with many configuration options.

Swagger UI (apps-encodian.com)

The support pages has documentation for the Encodian PowerAutomate connector but the pages will show you the options and how each action works:

Power Automate Action Documentation – Encodian Customer Help

Specifically:

Populate Excel – Encodian Customer Help

Template Syntax for Populate Excel – Encodian Customer Help

Convert Excel – Encodian Customer Help