G Merge

Here are the latest improvements on G Merge: the Mail Merge & Doc Merge add-on

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We consider our community of users as invaluable partners in building really useful products. We’re always listening to what you have to say. Based on your feedback, we’ve just released the following features to our popular G Merge: Mail Merge & Doc Merge add-on:

1. Templates are now listed alphabetically.

This makes your searching easier, and (hopefully!) your work go faster.

1 templates data merge

2. A unique PDF file can be attached  to your emails.

Clicking on “select” will open a window which will show you the PDF files stored in your Drive. Pick one, and it will be sent to each recipient of the emails you are generating.

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3. The “From” field can be customized.

We’ve made it possible to write the name you want to appear in the From field of your email. Now you can go a step further in personalizing your communication.

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Keep letting us know what you think. We’re constantly working to give you the most useful mail merge and document merge product on the market.

If you haven’t tried it yet, get the add-on here.

momoWizy.io product manager Mohamed Bahri started his career in informations systems  consulting with companies like Accenture and E&Y, before going on his own and working freelance for different SAP programs as project manager. “My passion is entrepreneurship and business development,” says Mohamed, who co-founded Wizy.io in 2015.

Mohamed BahriHere are the latest improvements on G Merge: the Mail Merge & Doc Merge add-on
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Automated Teacher Performance Appraisal made possible by G Merge at Associated Hebrew Schools

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We have a special spot for our education users, and was happy to hear that Data Merge has been helping the Associated Hebrew Schools of Canada become more efficient as they move their operations to the cloud.

Brian Pugh, head of literacy, is one of the forerunners in this development at AHS. Come this year’s evaluation season, the middle school will begin using a system that he has been working on since the summer. Teacher Performance Appraisal (TPA) will be performed using Data Merge with a Google spreadsheet.

It begins when the vice-principal or one of the two principals evaluates a teacher by submitting a TPA. There are about 160 questions in the appraisal, and the resulting spreadsheet is more than 700 columns wide. When the second principal gives his approval, it’s time to merge all that spreadsheet information into a document. No easy feat, given all the data!

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In the beginning they tried the add-on Autocrat, but that didn’t work, as they found that it wasn’t powerful enough to handle the sheer number of spreadsheet formulas. “It maxed out at around 150 formulas,” says Brian.

“I had given up for a while,” he continues, “but then I found G Merge.” Happily, our add-on can easily do the job. “It was so easy to use. It found all my merge tags in, like, two minutes. It’s so efficient.”

FiltersWith G Merge’s new release (just in time for evaluation season!) Brian can now use the filters and the scheduler to make the add-on run on a schedule, with the condition being “Approval Decision Contains Approved.”

SchedulerG Merge automatically creates the merged document, and sends the URL to the approving principal for e-signing, before the document is passed on to the teacher for review. When the system is up and running, the number of teachers can go up to 200. As G Merge now displays the url of the generated document right inside the spreadsheet, keeping track of the evaluation forms is easy.

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He’s spent many hours on the project, so Brian is understandably ecstatic to see it about to become part of the school’s systems. “I really thought it was never going to happen,” he says, “and it wouldn’t have happened except for Data Merge.”

Available in the GSuite Add-Ons Marketplace, you can start using G Merge right now. Enjoy a free 200 document or mail merges trial or get the unlimited plan for only $6/month.

team-imgWizy.io’s customer success director Apol Massebieau has been a newspaper journalist, magazine editor, TV show host/producer, essay and fiction writer, and toy designer. She was an early adopter of Etsy and continues being fascinated by how small businesses thrive online.

Apol MassebieauAutomated Teacher Performance Appraisal made possible by G Merge at Associated Hebrew Schools
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G Merge made even better

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First of all, allow us to say that we are thrilled to have such an amazing community of users. You have been very generous with your feedback, and we’d like to say thank you.

Since the last major upgrade of G Merge, the Wizy.io engineering team has been working very hard, using your suggestions to create a user experience even more powerful for everybody.

Based on what you had to say, we tweaked the add-on so that you will now find the following features in G Merge:

Column Matching

We brought back the possibility of picking any spreadsheet column to match with the Document Title and Shared to fields in the add-on sidebar. This is now Data Merge’s default mode.

Turn the switch on if you want G Merge to create the following columns automatically: Document Title, Shared to/Recipient and Email Subject.

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The Active Sheet

No need to rename your sheet “Data Source” to run a merge, G Merge will work on the active sheet. Just select the sheet you want to process and click Generate!

feb 16 blog pic 2If you are scheduling an automatic batch in one sheet, the add-on stays locked on the sheet. To be able to use the add-on again you will need to unschedule the job.

Google Forms & G Merge

For the many of you using Google Forms linked to G Merge, we have great news. With this new release, you will now be able to program G Merge so that it runs automatically on form submission.

Document titles and email subjects can now be configured so they are generated automatically based on a prefix. For example, documents can be Document – 1, Document – 2 and Document – 3.

Want to share documents with only one user and send emails to just one recipient? Set document sharing and email recipients with a fixed email address.

feb 16 blog pic 3Search Templates

Now you don’t have to lose time scrolling through your templates to find what you need. The new search function in your shared templates list makes templates management easier.

Even More Improvements

To finish off all these great new features, we have also fixed it so that all your tracking and scheduling details will follow the time zone settings of your spreadsheet, independently of that of your device. To set your spreadsheet time zone, go to File in your spreadsheet menu, and choose the item Spreadsheet settings.

The add-on will now write your dates  on your documents exactly as you write them in your data-source spreadsheet, for example 16 February 2016 or 02/16/2016.

feb_16_blog_pic_4We are listening to what you have to say. Rest assured that we will continue to work hard to deliver a great G Merge.

Keep the feedback coming!

momoWizy.io product manager Mohamed Bahri started his career in informations systems consulting with companies like Accenture and E&Y, before going on his own and working freelance for different SAP programs as project manager. “My passion is entrepreneurship and business development,” says Mohamed, who co-founded Wizy.io in 2015.

Mohamed BahriG Merge made even better
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