Set up a Google Sheets source

Connect a Google Sheet to a Portant Data Merge template so you can produce documents from any dataset you already have.

Connect to an existing sheet

After picking Google Sheets on the home page, click Choose File to open the file picker. Find the sheet you want to use and click Select.

If the spreadsheet has more than one sheet, pick the one with your data from the dropdown, then click Continue.

Note: Portant can only source data from one sheet per template.

Tip: Click the file name after you've selected it to open the sheet in a new tab. Handy for double-checking the data.

Note: Portant expects column headers in the first row of the sheet.

Create a new sheet

If you don't have a sheet yet, click Create new. Portant creates a new Google Sheet with your file name, connects it to the template, and adds a few rows of sample data so you can test straight away.