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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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PDF4me Excel Merge Multiple Files Zapier configuration - Output FileName, Output Format, Number of files, File1/File2, Worksheets To Merge
Configure the Excel Merge Files action—output name, format, and file inputs with worksheet selection.

Configuration at a Glance​

Example configuration from the Zapier interface

The screenshot above shows merging 2 Excel files: File1 (Sheet2, Sheet1) and File2 (Sheet5), with Output FileName and Output Format set. Sort Position controls merge order.

Output FileName

mergefile32

Output Format

XLSX

Number of files

2

File1 / File2

Map from previous steps

Worksheets To Merge

Sheet1, Sheet2 / Sheet5

:::tip Map File1, File2, etc. from previous steps Use the + button next to File1, File2, and corresponding File Name1, File Name2 fields to map from earlier Zap steps. Set Number of files to match how many files you are merging. Each file must provide full content. :::

:::warning File: (Exists but not shown) If you see "File: (Exists but not shown)" and get errors, select the option that provides the full file content instead. See Zapier & Power Automate Tips for details. :::

Key Features​

  • Multiple File Merging: Combine 2+ Excel files into one workbook (Number of files)
  • Selective Worksheets: Worksheets To Merge1, Worksheets To Merge2—choose sheets per file or leave empty for all
  • Sort Control: Sort Position1, Sort Position2—lower numbers merged first
  • Output Format: XLSX, XLS, PDF, or CSV
  • Duplicate Name Handling: Duplicate worksheet names automatically renamed with suffixes

Parameters​

Complete list of parameters for the Merge Files action. Parameter names match the Zapier configuration UI. The UI shows File1, File2, etc.—one set per file based on Number of files.

Quick setup checklist
  1. Set Output FileName (merged file name, no extension) and Output Format (XLSX, etc.)
  2. Set Number of files (e.g., 2 for File1 + File2)
  3. Map File1, File Name1; File2, File Name2; etc.
  4. Optionally set Worksheets To Merge1, Worksheets To Merge2 (or leave empty for all sheets)
  5. Set Sort Position1, Sort Position2 for merge order (1, 2, 3...)

Important: Parameters marked with an asterisk (***) are required. Use the + button to map file content and names. Duplicate worksheet names are automatically renamed (e.g., Summary_1, Summary_2).

ParameterTypeDescriptionExample
Output FileName***StringMerged output filename (no extension). Extension added from Output Formatmergefile32
Output Format***StringOutput format—XLSX, XLS, PDF, or CSVXLSX
Number of files***IntegerCount of files to merge. Determines File1, File2, ... slots2
File1***FileFirst Excel file—map from previous step[2. File from Step 2]
File Name1***StringFirst file filename—map from previous step (e.g., Full File Name)add_header_sample_file.xlsx
Sort Position1IntegerMerge order for first file. Lower = merged earlier1
Worksheets To Merge1ArraySheets to include from File1. Empty = all sheets. Use + to add each sheetSheet1, Sheet2
File2***FileSecond Excel file—map from previous step[2. File from Step 2]
File Name2***StringSecond file filenameabc.xlsx
Sort Position2IntegerMerge order for second file2
Worksheets To Merge2ArraySheets to include from File2. Empty = all sheetsSheet5
Merging more than 2 files

Set Number of files to 3, 4, etc. Zapier will show File3, File Name3, Sort Position3, Worksheets To Merge3, and so on. Map each file and set sort positions for merge order.

Output​

The PDF4me Merge Excel Files action returns the merged Excel file for use in subsequent Zap steps. The output format is common across PDF4me Excel file-returning actions in Zapier.

Key output fields (map these to your next step)​

File Url

API endpoint to download the merged Excel file. Map this to the next step's file input.

Generated URLs follow this format (example—not a working link):

api.pdf4me.com/Zapier/GetDocument?d=...
Alternate File Url

Alternative download URL with the filename in the path.

api.pdf4me.com/Zapier/GetAltDocument/.../mergefile32.xlsx
File Name / Full File Name / File Extension

Use for naming or passing metadata to the next step.

Complete output structure​

All output fields (Zapier Test/Output panel)

ParameterTypeDescription
Job IdStringUnique identifier for the Zapier job execution
File UrlURLAPI endpoint to download the merged Excel file
Alternate File UrlURLAlternate download URL with filename in path
File NameStringBase filename without extension
File ExtensionStringFile extension (e.g., .xlsx)
Full File NameStringComplete filename with extension
Document IdStringUnique identifier for the processed document
File SizeNumberSize of the output file in bytes
Doc TextStringExtracted text (typically empty for Excel operations)

:::info Same output for file-returning Excel actions This output structure is shared across Merge Files, Add Rows, Delete Rows, and other PDF4me Excel actions that return a file. The URLs are temporary—use them in the next step before they expire. :::

Scenario Examples​

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

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. Set Merge Parameters: Output FileName = "Monthly_Consolidated", Output Format = XLSX, Number of files = 10
  6. Map Files: Map File1–File10 and File Name1–File Name10 from each department
  7. Set Sort Order: Sort Position1 = 1, Sort Position2 = 2, ... for department sequence
  8. Merge All Reports: Combine all department reports into one workbook
  9. Upload Result: Map File Url from output 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

Industry Use Cases & Applications​

  • 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

Get Help​

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