First you need to upload a template file. It can be a Word (DOCX, DOC), Excel (XLSX, XLS), or PDF file.
Next, you need to upload a data file. Most common formats are CSV, and Excel (XLSX, XLS).
Lastly, select the output format and location, and start the mail merge process. Depending on which output location option you selected, once completed, generated documents will be downloaded to your computer, sent to Google Drive or emailed.