Merge Document

Purpose

This API will allow you to generate documents and merge them.

HTTP Request URL

https://{zohoapis_domain}/writer/api/v1/documents/{{document_id}}/merge

Path Parameters

ParameterData TypeDescription
Mandatory Parameters
document_idStringSpecify a unique id for the writer document.

Body Parameters

ParameterData TypeDescription
Mandatory Parameters
output_formatString

 Specify a format in which you would like to download the merged document.

 

Supported formats are pdf, pdfformdocx, html, zfdoc and zip (only html).

You can provide the data in any one of the below formats
merge_dataJSONObjectPass a String value through 'data' key as JSON Array.
merge_data_csv_contentFileProvide the required csv content in your API request body.
merge_data_json_contentFileProvide the required json content in your API request body.
merge_data_csv_urlurlProvide the required csv url in your API request body.
merge_data_json_url urlProvide the required json url in your API request body.
record_idString

Instead of using merge_data, you can pass the record_id and we will fetch the data internally.  

Note: This is applicable only for Zoho CRM, Creator, Recruit and Bigin templates.

Maximum length allowed: 25

Optional Parameters
passwordStringSpecify a password if you would like to protect the merged document.
response_typeStringSpecify the response_type value as "link" to download the document using a link.
filenameString

Specify a name (without extension) for the merged document that needs to be downloaded.

 

For example: "filename = test" (extension will be automatically added based on the provided 'output_format')

sign_service_nameString

This param needs to be configured when you would like to upload the merged document with signer fields to a third party sign service.

 

Possible values: adobesign and docusign

 

Note: This param can be used only when the 'output_format' param value is configured as pdf.

test_modeBoolean (true/false)

Using this param, you can test the Merge APIs without consuming any credit points. The output file will contain a watermark as it is used only for testing purpose.

 

Test mode limit: 50 merges/day for an org.

Note:

  • To merge documents with more than one record, you can use our Bulk Merge API.
  • The download URL generated in the output response will expire after two days

Curl - Sample Request

Copiedcurl --location --request POST "https://www.zohoapis.com/writer/api/v1/documents/ponazfea04477109f4681a831e7177d96bc40/merge" \
  --header "Authorization: Zoho-oauthtoken xxx.yyy.zzz" \
  --form "output_format=pdf" \
  --form "password=***" \
  --form "merge_data={\"data\":[{\"name\":\"Amelia\",\"email\":\"amelia@zylker.com\"}]}"

Deluge Snippet

Copieddata = Map();
data.put("InvoiceNo","12345"); 
data.put("InvoiceDate","27 May 2022"); 
data.put("InvoiceAmount","$100");param = Map();
param = Map();
param.put("merge_data",{"data":data});
param.put("output_format","pdf");
param.put("response_type","link");
info param;
email = "amelia@zylker.com";
response = invokeurl
[
	url: "https://www.zohoapis.com/writer/api/v1/documents/olce2ef*****e46ed8331f25aaece75dd/merge"
	type:POST
	parameters:param
	connection:"<connection_name>"
];
info response;

The document will be downloaded in the form of bytes.

If the 'response_type' parameter is passed, the response will be as the following:

Sample Response

Copied{ 
   URL : https://writer.zoho.com/writer/api/v1/documents/ponazfea04477109f4681a831e7177d96bc40/merge/download/gas3hfnkju456mndhjku987b
 }