Merge Excel Files - Consolidation for Zapier

PDF4me Merge Excel Files eliminates the tedious task of manually combining spreadsheets. Whether you're consolidating monthly reports from different departments, merging quarterly data files, or assembling customer records from multiple sources, this action intelligently combines worksheets while handling duplicate sheet names automatically. Control exactly which sheets to include from each file, specify the merge order, and output in Excel, PDF, or CSV format. Perfect for creating master reports, combining financial data, or assembling comprehensive datasets from distributed files.

Authenticating Your API Request

To access the PDF4me Web API through Zapier, every request must include proper authentication credentials. Authentication ensures secure communication and validates your identity as an authorized user, enabling seamless integration between your Zapier workflows and PDF4me's powerful Excel file merging services.

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Key Features

• Multiple File Merging: Combine unlimited Excel files into one workbook
• Selective Worksheet Merging: Choose specific worksheets or merge all from each file
• Automatic Conflict Resolution: Duplicate worksheet names automatically renamed with suffixes
• Sort Control: Specify merge order with SortPosition property
• Multiple Output Formats: Save as XLSX, XLS, PDF, or CSV
• Content Preservation: Full worksheet content and formatting preserved during merge

Parameters

Complete list of parameters for the Merge action. Configure these parameters to control file merging behavior.

Important: Parameters marked with an asterisk (***) are required and must be provided for the action to function correctly. Each document in the Documents array requires Base64-encoded file content.

Parameter	Type	Description	Example
File Name***	String	Output Filename Seed • Base filename for merged output workbook • Extension automatically added based on Output Format parameter • Used for output file identification • Supports dynamic naming from Zap variables • Required for merge operation	Q1_Report
Document***	File	Legacy Parameter (Ignored) • Kept for API pattern consistency with other Excel modules • Use Documents array parameter instead for actual file content • This parameter is not processed during merge • Map any file to satisfy requirement	[File]
Documents***	Array	Array of Excel Files to Merge • Array of MergeDocument objects, each with properties: • FileContent* (Base64) - Excel file content to merge from previous step • Filename* (String) - Source filename with extension for identification • SortPosition (Number) - Merge order position (ascending, default: 0) • WorksheetsToMerge (Array of Strings) - Worksheet names to include (empty array = merge all worksheets) • Must contain at least one document object • Files processed in SortPosition ascending order (lower numbers merged first) • Duplicate worksheet names automatically renamed with numeric suffix (_1, _2, _3, etc.) • Selective worksheet merging reduces output file size	[{ "FileContent":"[Base64]", "Filename":"jan.xlsx", "SortPosition":1, "WorksheetsToMerge":["Summary","Data"] }]
Output Format	Enum	Merged File Output Format • XLSX - Excel 2007+ format (.xlsx) - Default, best compatibility and features • XLS - Excel 97-2003 format (.xls) - Legacy system compatibility • PDF - PDF document format (.pdf) - Read-only distribution and archival • CSV - Comma-separated values (.csv) - Note: CSV output includes first worksheet only • Output filename automatically receives appropriate extension • Default: XLSX for maximum compatibility	XLSX
Output File Name	String	Custom Output Filename (no extension) • Name for merged output file without extension • Extension automatically added based on Output Format (.xlsx, .xls, .pdf, .csv) • If empty or null, defaults to "merged" • Supports dynamic naming with Zap variables • Do not include file extension in this parameter • Used for final output file identification	Quarterly_Combined

Output

The PDF4me Merge Excel Files action returns comprehensive output data for seamless Zapier workflow integration:

Table

Table View

Response data in a structured table format:

Parameter	Type	Description
File	URL	Direct URL to access the merged Excel file
File Name	String	The filename without extension
Full File Name	String	Complete filename with extension
File Extension	String	File extension (.xlsx, .xls, .pdf, or .csv)

JSON

JSON Response Format

The raw JSON response from the action:

{
  "File": "https://...",
  "File Name": "Q1_Report",
  "Full File Name": "Q1_Report.xlsx",
  "File Extension": ".xlsx"
}

Zap Integration

Zapier Workflow Usage

Use merged Excel files in subsequent steps:

• Report Distribution: Email consolidated reports to stakeholders
• Cloud Storage: Upload merged workbooks to Google Drive/Dropbox
• PDF Conversion: Output as PDF for read-only distribution
• Database Load: Extract data from consolidated workbook for database insertion

Scenario Examples

The PDF4me Merge Excel Files action in Zapier provides comprehensive scenario templates designed for real-world file consolidation needs:

Monthly Consolidation

Automated Monthly Department Report Consolidation Workflow

Consolidate multiple department reports into one executive workbook automatically:

Complete Scenario Steps:

1. Trigger: Monthly consolidation scheduled on first day of month at 8 AM
2. List Department Folders: Get all department report folders from Google Drive
3. Iterate Departments: Loop through each department folder
4. Get Department Report: Retrieve monthly report Excel from each folder
5. Build Documents Array: Create array with FileContent, Filename, SortPosition
6. Set Sort Order: Assign SortPosition 1-10 for department sequence
7. Merge All Reports: Combine all department reports into one workbook
8. Set Output: OutputFormat = XLSX, OutputFileName = "Monthly_Consolidated"
9. Upload to Executive Folder: Save consolidated workbook to executive Google Drive
10. Email Leadership: Send notification with consolidated report to C-suite

Business Benefits:

• Consolidates 10+ department reports monthly automatically
• Maintains department worksheet separation in consolidated workbook
• Automatic conflict resolution handles duplicate worksheet names
• Reduces manual consolidation time from 3 hours to 5 minutes

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Regional Aggregation

Automated Regional Sales Report Aggregation Workflow

Aggregate regional sales files with selective worksheet merging:

Complete Scenario Steps:

1. Trigger: Weekly regional consolidation scheduled every Monday at 6 AM
2. Get Regional Files: Retrieve sales reports from 5 regional folders in Dropbox
3. Filter Worksheets: For each region, select only "Summary" and "Details" worksheets
4. Build Documents Array: Create objects with WorksheetsToMerge = ["Summary","Details"]
5. Set Regional Order: Assign SortPosition by region (West=1, Central=2, East=3, etc.)
6. Merge Selected Sheets: Combine only specified worksheets from each region
7. Handle Conflicts: Duplicate worksheet names renamed (Summary_1, Summary_2, etc.)
8. Set Output Format: OutputFormat = XLSX for stakeholder analysis
9. Upload to Sales Folder: Save aggregated report to sales team Google Drive
10. Email Sales Leadership: Send weekly aggregated report to sales VP

Business Benefits:

• Aggregates 5 regional reports weekly automatically
• Selective worksheet merging reduces file size by 60%
• Sort control ensures consistent regional order
• Eliminates manual copy-paste saving 2 hours weekly

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Quarterly Archive

Automated Quarterly Archive PDF Generation Workflow

Consolidate quarterly files and convert to PDF for compliance archival:

Complete Scenario Steps:

1. Trigger: Quarterly archival scheduled on first day after quarter end
2. Get Month Files: Retrieve Jan, Feb, Mar Excel files from SharePoint
3. Build Documents Array: Create array with 3 monthly files in order
4. Set Chronological Order: SortPosition = 1 (Jan), 2 (Feb), 3 (Mar)
5. Merge All Worksheets: Combine all worksheets from all three months
6. Convert to PDF: Set OutputFormat = PDF for read-only archive
7. Set Archive Name: OutputFileName = "Q1_2024_Archive"
8. Upload to Compliance Storage: Save Q1_2024_Archive.pdf to Azure Blob
9. Create Archive Index: Add entry to compliance index with quarter and location
10. Email Compliance: Send archival confirmation to compliance officer

Business Benefits:

• Archives 4 quarterly consolidated reports annually
• PDF format ensures unmodifiable compliance records
• All monthly worksheets preserved in single archive file
• Reduces manual archival process from 4 hours to 10 minutes

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Industry Use Cases & Applications

Finance & Accounting

• Period Consolidation: Merge monthly P&L, balance sheet, and cash flow files into quarterly workbook
• Entity Rollup: Combine subsidiary financial statements into consolidated reporting workbook
• Budget Aggregation: Merge departmental budget files into master company budget workbook
• Audit File Assembly: Consolidate working paper files from multiple audit areas into audit file
• Variance Reporting: Merge actual results with budget/forecast files for variance analysis workbook

Sales & Marketing

• Regional Sales Consolidation: Merge regional sales reports into national sales workbook with regional tabs
• Channel Performance: Combine direct, partner, and online channel reports into omnichannel workbook
• Campaign Aggregation: Merge individual campaign results into comprehensive marketing performance workbook
• Territory Reporting: Consolidate territory manager reports into regional VP reporting workbook
• Quarterly Business Review: Merge monthly sales files into quarterly review workbook for QBR meetings

Human Resources

• Payroll Consolidation: Merge location/division payroll files into master payroll workbook
• Benefits Enrollment: Combine benefit election files from multiple periods into annual enrollment workbook
• Headcount Reporting: Merge departmental headcount files into company-wide headcount report
• Training Records: Consolidate training completion files by department into master training log
• Performance Review: Merge individual review files into company-wide performance management workbook

Operations & Supply Chain

• Multi-Site Operations: Merge site operational reports into corporate operations workbook
• Inventory Consolidation: Combine warehouse inventory files into master inventory workbook
• Production Aggregation: Merge plant production reports into manufacturing performance workbook
• Quality Reporting: Consolidate QC inspection files from multiple lines into quality dashboard workbook
• Logistics Consolidation: Merge carrier performance files into consolidated logistics reporting workbook

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