Install Smartsheet Merge With Just Two Clicks
Smartsheet and Google Apps complement each other at every turn. From seamless integrations with Gmail, Drive, Calendar, and Google Docs, and a hassle-free single sign-on, you can instantly connect Smartsheet to Google Apps and maximize your productivity.Now, it’s even easier to use Smartsheet with Google Apps. Smartsheet was one of only two partners who worked alongside Google to streamline how the G Suite Marketplace works. Admins can now choose to install our Google Docs add-on, Smartsheet Merge, across entire domains with just a couple clicks.
Seamless Install for Smartsheet’s Google Add-On
Previously, if you wanted to use the Smartsheet add-on for Google Docs, each user had to individually install it. Now, admins get a seamless install for their entire organization.
With this add-on, you can merge data from Smartsheet right into a Google Doc and generate hundreds of customized documents in seconds, eliminating the need for manual copying and pasting.
This install is available for all Google Docs admins.
Once installed, to start using Smartsheet Merge, open a new or existing Google Doc. All of the users in the domain will see a notice about the new install when opening the doc. You can either learn more about Smartsheet Merge or start using it right away.
Once installed, all users in the domain will see a notice about the new add-on when opening Google Docs.
Create Custom Google Docs from Smartsheet Data
This Google Docs add-on, Smartsheet Merge, allows you to quickly create Google documents in seconds with information stored in Smartsheet. You can use Smartsheet to collect and track lists, names, addresses, and other information, then use Merge to automatically push that data into a custom Google Doc template, creating personalized invoices, form letters, or envelopes.
Any Smartsheet user can install it themselves by following some simple steps:
How to Get Smartsheet Merge:
- Open a new or existing Google Doc.
- Click on Add-ons on the toolbar and select Get add-ons.
- Type Smartsheet Merge in the search bar and click the blue Free button. Smartsheet Merge is now installed.
- To start a merge from Google Docs, select Add-ons from the toolbar > Smartsheet Merge > Start.
- Connect to Smartsheet and point to your sheet with data.
- Insert merge fields, like customer name, address or phone number, into the document.
- Run the merge to create one or more documents from your Google Docs template.
More Ways to Combine the Power of Google and Smartsheet
Smartsheet also has a Google Forms add-on, Smartsheet Sync, which any Smartsheet user can install (it is not yet bundled in the G Suite Marketplace). Smartsheet Sync allows you to send Google Form responses directly to Smartsheet.