{"id":185,"date":"2018-09-14T05:45:41","date_gmt":"2018-09-14T05:45:41","guid":{"rendered":"http:\/\/isr.sg\/singapore-property-blog\/?p=185"},"modified":"2018-09-14T06:45:54","modified_gmt":"2018-09-14T06:45:54","slug":"how-to-merge-data-from-spreadsheet-to-word-document","status":"publish","type":"post","link":"https:\/\/isr.sg\/singapore-property-blog\/2018\/09\/14\/how-to-merge-data-from-spreadsheet-to-word-document\/","title":{"rendered":"HOW TO MERGE data from Spreadsheet to Word Document"},"content":{"rendered":"

For many of us (Real Estate Agents), getting paperwork done can take up quite a bit of time.<\/h2>\n

Now, let me show you a way to use “Templates” to generate customised documents.<\/p>\n

This will be useful for standard contracts and reports that you may need to generate periodically.<\/p>\n

FIRST! THE TOOLS WE NEED!<\/h3>\n
    \n
  1. Google Account <= if you have Gmail, you have Google Account<\/li>\n
  2. Get a plug-in called Document Studio<\/a> for your Google Sheets<\/li>\n<\/ol>\n

    In this example, we will be merging data from Google Sheet into Google Doc via a Tenancy Agreement Template.<\/p>\n

    STEP 1<\/strong> – Set up a new Google Sheet. In this example, I call it “Leasing – LOI DATA”<\/strong> <= these information are keyed in after Letter of Intent has been signed and finalised.<\/p>\n

    [ Click image to enlarge ]<\/p>\n

    \"\"<\/a><\/p>\n

    STEP 2<\/strong> – Enter a series of required header information (see image above). These will need to be enclosed with {{ and }}. Example {{PROPERTY BLK}}<\/p>\n

    STEP 3<\/strong> – Set up a new Google Doc. In this example, I call it “Leasing – Template TA”<\/strong>. And enter the headers which you have just setup in Step 2.<\/p>\n

    \"\"<\/p>\n

    STEP 4<\/strong> – Open Document Studio to configure the settings, and click the CHANGE button<\/strong> beside Google Document.<\/p>\n

    \"\"<\/p>\n

    Select the Google Doc Template which you have just setup in Step 3.<\/p>\n

    \"\"<\/p>\n

    Markers will be updated to “Found 13”.<\/p>\n

    Key in the MERGED FILE NAME as {{PROPERTY UNIT}} {{PROPERTY STREET}}<\/p>\n

    Make sure your Export Format is “Google Document”<\/p>\n

    \"\"<\/p>\n

    Step 5<\/strong> – Key in some test information into the spreadsheet. You can refer to this example below.<\/p>\n

    [ Click image to enlarge ]<\/p>\n

    \"\"<\/a><\/p>\n

    NOW! FOR THE FUN PART!!!<\/h3>\n