
Lots of users are turning to Google Sheets because it’s free and easy to use. For more info, visit our Terms of Use page. This may influence how and where their products appear on our site, but vendors cannot pay to influence the content of our reviews.

We may be compensated by vendors who appear on this page through methods such as affiliate links or sponsored partnerships. Learn how using data stored in Google Sheets is now as easy as copying a URL. Click the dropdown next to the sheet name, choose the Copy to option and select the sheet where you would like to copy the source data for merging with Document Studio.How to use Google Sheets data in Microsoft Power BI Open the source spreadsheet and switch to the sheet (workbook) that contains the data records. If your data records reside in another Google Sheet, you can either run Document Studio directly inside that Google Sheet or copy that data into a new sheet without modifying the original data source. Then, you can either browse for the excel file, or simply drag and drop it.Click the Import Data and all data rows from your Excel file will be copied to the active Google Sheet. On the screen that appears, select the Upload option and upload the Excel spreadsheet, one that ends with an. Go to the File menu and click on the Import option.

To open a new Google Sheet, type sheet.new in your browser's address bar.

The first row of the sheet must contains the column titles and each column will correspond to the variable field in your email or document template. If you have a small set of data, or if you are taking Document Studio for a test run, you can manually type the data in your Google Sheet. You can either import data from an Excel spreadsheet or another Google Sheet, upload a CSV file or create your own list manually. Prepare Source Data in Google Sheets for Merging with Document StudioĪfter installing Document Studio, the next step is to prepare your data list in Google Sheets.
