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FAQs

How can I download the sample excel file?

Sample record merge files are available in your site. To download a sample record merge file, head to Tools> Record Merge. Once here click the type of record merge you’d like to create in the list to the left of the page. After you’ve selected the type of record merge, look towards the middle of your page for the “Download Sample Merge Data” heading. Click the excel file icon to the right of this heading.

As you try downloading your sample excel file, your computer may block the download. To avoid having your file blocked, hold control as you click the excel icon and hold control until the excel file fully opens.