One letter per row, without uploading the list MERGE
A mail merge done in this tab: a markdown template with {{field}} in it, a CSV list, and letters, labels and envelopes out. The list is never uploaded.
1. The letter
Markdown for the shape of it, {{field}} for anything that changes from one letter to the next.
One conditional: a line that starts {{#if field}} and ends {{/if}} is dropped when that field is empty.
2. The list
A CSV whose first line is the header row, as a spreadsheet exports it.
Drop a CSV here, or
3. The check Not ready
Which placeholders have no column, which columns go unused, and which rows would leave a hole.
4. Read one
5. The address block
Labels and envelopes are printed from this, not from the letter. One line here is one line on the label.
6. Paper
The label sheet
Set it to the sheet you actually have, in millimetres.
7. Produce
Nothing here will run while the check above is unhappy.
One PDF
Every letter in one file, each starting on its own page. For the printer.
A zip of text files
One .txt per row, named after the row. For sending, or for feeding to something else.
Label sheets
The address block on the grid set above, sheet after sheet.
Envelopes
One envelope per row at the size chosen above, with your return address in the corner.
Doing this often? In a law practice, OBSCURA Practice assembles letters for each matter from templates, with the client's details filled in. On its own, US$4 a month; with everything else, US$9 a month or US$79 a year. 7 days free.