The easiest way to insert your data is to use Lookup fields in your base. Create a lookup field for each set of values you want from your base.
- *Example: **You have a secondary table in your base called People with the primary field called Name. You have 3 records in the table. You have a record for Larry, a record for Mo, and a record for Curly. In your main table called Clients, you need to add a Lookup field that looks up the People table and the Name field. Once your template table is set up, each record will be inserted to a column.
Once you set up your Table source and a Lookup field, you can then reference any field from the secondary table in your base inside your template table in Google.
Formatting Template Parameters
To format the in-document templates, add the template type name, then a space followed by an =. Finally, surround your data or formatting in parentheses.
Example:
{{date value="{{Airtable date field name}}" pattern="YYYY-MM-DD"}}
date - template type
value= - parameter
"{{Airtable date field name}}" - value```
The templates use a syntax called Handlebars. You can create Simple or Complex templates.
- *Simple Templates: **{{template-type options....}}
- Complex templates with inner body: {{#template-type options...}} {{inner-types}} {{/template-type}}
Option to use the destination file as a template to generate a new output file with any {{FIELDNAME}} placeholders populated with field values from the record.
- In your template Google Doc file, enter your Airtable field name(s) as
{{FIELD NAME}}. You must enter the Field Name exactly as listed in Airtable.
Example: If the Airtable field name you want to use in your Google Doc file is Client Name, enter {{Client Name}} as a placeholder in your Google Doc template file
Create Tables in Your Document
You can set up a template to dynamically generate custom tables in your Google Doc. You can insert data and it will generate a table.
To get started add the table source syntax and field names - {{table source="Field Name|Field Name"}}
You can then create the layout of your table including if you want border, column widths, text and background colors, image sizes, line breaks, paragraphs, and more.
See all table options and a starter simple table template in our Google Table Template Guide
Image Replacements
Add dynamically generated images into your merged documents
The field type can be an Attachment Field or URL Field
- Add a placeholder image with the image dimensions needed
- Once you've added the placeholder image, right-click it and choose Alt Text
- In the Title field, enter the name of the Airtable field that contains the Attachment image with 2 curly brackets around the name.
Example: If the name of the Airtable field is Sales Rep Image, then type {{Sales Rep Image:first}}If you have more than one attachment in the field, you can specify which image to add by using first, last, random, or the zero-index. For the zero-index, start with 0 as the first image, 1 as the 2nd image, 2 as the 3rd image, and so on.