PDF Mail Merge Documentation
Learn how to batch-fill PDF forms and documents using your Google Sheets data.
PDF Mail Merge is a powerful, privacy-first tool designed to automate your document workflow. Easily batch-fill PDF forms, certificates, and invoices directly from your Google Sheets data using our high-performance Visual Mapper.
Getting Started
Follow these steps to generate your first batch of documents:
1. Installation
Install the PDF Mail Merge add-on from the Google Workspace Marketplace. Once installed, open a Google Sheet where you have the data you want to merge.
2. Launching the Add-on
In your Google Sheet, go to the top menu: Extensions > PDF Mail Merge > Fill PDF Form
A sidebar will appear on the right side of your spreadsheet.
3. Upload Your PDF Template
In the sidebar, click on the upload area to select the PDF form you wish to use as a template. This should be a fillable PDF or a document where you want to place spreadsheet data.
4. Data Detection
The add-on will automatically detect the headers (column names) and the number of rows in your active sheet. Ensure your first row contains descriptive headers (e.g., "Name", "Date", "Invoice ID").
5. Mapping and Generating
Click the "Map Fields & Generate" button. This will securely transfer your spreadsheet data and PDF template to our Visual Mapper workspace at sheetstolabels.com.
- Drag and Drop: Drag the spreadsheet columns from the sidebar onto your PDF.
- Preview: See how the data will look on each page.
- Generate: Once satisfied, click "Generate" to create your PDFs. You can download them as a single combined file or a ZIP of individual documents.
Privacy & Security
We believe your data belongs to you. Our architecture is designed to protect your privacy:
- 100% Client-Side: All data processing, field mapping, and PDF generation happen entirely within your browser's memory.
- Zero Server Storage: Your spreadsheet content and generated PDF files are never uploaded to, stored on, or transmitted to our servers.
- Local Bridges: We use a secure bridge to move data from Google Sheets to the browser's
sessionStorage. Once you close the tab, the data is wiped. - Limited Access: The add-on only requests permission to access the current spreadsheet (
spreadsheets.currentonly) to minimize its security footprint.
Frequently Asked Questions
Why does it open a new tab on sheetstolabels.com?
The Google Sheets sidebar is restricted to 300 pixels in width. To provide a professional, pixel-perfect mapping experience for multi-page PDF documents, we utilize a full-browser workspace. This allows for precise drag-and-drop alignment that would be impossible in a narrow sidebar.
Do I need a fillable PDF?
No. While fillable PDFs are supported, you can also use standard PDFs and manually place text overlays wherever you need data to appear.
Is my data safe?
Yes. As a "Privacy First" tool, we do not have a database to store your spreadsheet data. Your documents are processed locally on your device.
Support
If you encounter any issues or have questions, please contact our support team:
- Email: [email protected]
- Website: sheetstolabels.com/contact