How do I transfer from G Merge to G Merge Plus?

Due to changes that Google made to its User Data Policy, we developed G Merge Plus. (Read our blog post for details.)

G Merge users will need to transfer over to G Merge Plus before January 1, 2020 to avoid the risk of G Merge not functioning as intended if Google disables certain functions.  

Please follow the step-by-step instructions below to migrate your G Merge data into G Merge Plus (includes a printable PDF of the instructions at the bottom of the page): 

Step 1: Install G Merge Plus.

Step 2: Copy your old G Merge settings and templates. 

Step 3: Run G Merge Plus and reproduce your G Merge settings on G Merge Plus.

Step 4: Copy your templates into G Merge Plus. 

Step 5: Uninstall G Merge. 

Step 6: Repeat steps 2-4 for each spreadsheet where you use G Merge.

STEP BY STEP INSTRUCTIONS

1. Install G Merge Plus. You can do this in two ways:

- Directly navigate to and install G Merge Plus from the G Suite marketplace, or 

- From Google Sheets, click on "Add-ons" in the menu bar, then "Get Add-ons" and search for "wizy" or "G Merge Plus". Click on the G Merge Plus icon and install it from there. 

 2. Copy your old G Merge settings and templates.You will need to scribble down or take screenshots of your G Merge settings for each spreadsheet, so that you can replicate them on G Merge Plus.

a. Run G Merge on your spreadsheet. Unschedule any scheduled merge campaigns, if any, by clicking on the “Unschedule” button.

b. Take a screenshot of the G Merge side bar and your G Merge settings for row filters. 

c. If you’re using Document Merge, click on your current Document Merge template and copy its URL. 

 

 

d. If you’re using Mail Merge, click on the pencil icon next to your template, then copy its contents. 

 

e. Close G Merge by clicking on the X on the top-right corner. 

 

3. Run G Merge Plus and reproduce your G Merge settings on G Merge Plus. From the Add-ons menu, navigate to G Merge Plus, and click "Start". Re-do any settings on the sidebar and row filters that you copied from G Merge, for every spreadsheet. 

4. Copy your templates into G Merge Plus.

 

For Document Merge, simply click on "select/edit" and paste the URL of the template.

 

For Mail Merge, click on "select/create", then click "CREATE NEW TEMPLATE". Paste the contents of your old template in here.

 

Repeat above steps on all spreadsheets where G Merge is running 

If you’d like to copy your templates all at once (instead of per spreadsheet), you can also head to your old G Merge portal at https://portal.wizy.io and copy them into the G Merge Plus web application at https://app.gmergeplus.com/template. 

5. Uninstall G Merge. On your Add-ons menu in Google Sheets, click on "Manage add-ons" and when you see G Merge, you can click on the 3 dots on the right side and then click "Uninstall". You can also click on the G Merge graphic and click on the "Uninstall" button on the next window. 

This is an important step to avoid any conflicts or confusion between the two applications. 

6. Repeat steps 2-4 for each spreadsheet where you’ve used G Merge.

If you need any assistance or have any questions, please click on the “Submit a request" link on top of the page or email us at [e-mail] to contact our Customer Success team.

You may also download a printable PDF version of this article below.