Top Tip - If there is a different integration you are looking for you can click the External Apps button (at the bottom).

Trello is good if you want to create documents as part of a kanban workflow (or if you have a Trello account).

Google Forms is perfect if you would like to create an ongoing workflow (or if other people have the data you need for your documents) and you’d like to create a document every time someone completes a form.

Google Sheets is better if you already have a data set you would like to create documents from.

This is where you can select the kind of source you would like to connect from the following options: To open the Portant Data Merge Add-on, click on Add-ons > Portant Data Merge > Start

Display and run third-party web content in prompts and sidebars inside Google applications - This enables us to display content inside the add-onĬlick Allow, then click Done and then you can close the marketplace window How to open the Add-on.

Allow this application to run when you are not present - This permission enables automations to run when you don't have the application open.

Connect to an external service - This is a general permission that allows us to send information between our servers and the add-on.

View and manage your forms in Google Drive - Read data from the spreadsheets attached to your form, to place it into created documents or presentations.

See, edit, create and delete your spreadsheets in Google Drive - Read data from your spreadsheets, to place it into created documents or presentations.

See, create and edit all Google Docs documents that you have access to - Insert tags into the document you have open.

View and manage your Google Slides presentations - Insert tags into the presentation you have open.

See, edit, create and delete all of your Google Drive files - Make new folders and files in your drive, we never delete anything.

We have put together explanation plain english list below: Google will display all the different permissions requests Portant Data Merge needs access to, to operate. Then you need to select which Google account you would like to install Portant Data Merge on. After you select install Google will ask you if you would like to continue.

Merge folders in google drive