How It Works | MergeOS

Easy forms & custom documents

Use MergeOS to generate documents in minutes instead of manually in hours

Import your data

Upload a CSV file to create a table of data.

MergeOS will automatically create a web form so you can enter records right away.

Hook up tables to third-party apps via the API or Zapier and new records will be added automatically.

Link two tables together to use advanced features like dynamic tables and charts that can be merged into your generated documents.

Learn about Data Learn about Web Forms

Build your template

Use Word & Excel to create your documents. Re-use the templates & documents you already use in your business.

Add simple placeholders to a Word document to create a template.

Our powerful Excel integration lets you dynamically merge data into Excel to create Charts, Graphs and Table

Use the automatically generated web forms to populate your Word and Excel documents.

Learn about Word integration Learn about Excel integration

Save & Send

Choose a place to save your generated documents. MergeOS lets you create folders and store generated documents temporarily in your account.

Integrate with over 2000 other 3rd party apps to save or send your data using Zapier, or use our API to integrate with anything.

Setup notifications using dynamic data for subject, body and email address. Conditionally send emails based on the current data.

Click run! Sit back. Smile.

Learn about Notifications Learn about the API

Get started with MergeOS

Take control of your documents, make your office more efficient and your people happier!