sheet-to-doc

Comprehensive Guide to Sheet to Doc - Automate Document Generation with Excel, JSON, and Word Templates

Introduction to Sheet to Doc

Sheet to Doc by WTSolutions is a powerful tool that generates Word documents in bulk from Excel data and Word templates. It writes Excel data to Word templates and generates Word documents, with more powerful features built on top of traditional mail merge.

What is Sheet to Doc?

Sheet to Doc is a web-based tool that connects Excel data with Word templates to automatically generate professional documents. Simply put, it takes structured data from Excel and merges it into pre-designed Word templates, creating personalized documents in seconds. Best of all, all processing is done locally in your browser, ensuring complete privacy and security of your data.

Why Use Sheet to Doc?

  1. Save Hours of Manual Work

    • Create 100 personalized invoices in minutes instead of hours
    • Simply prepare data in Excel, upload the template, and let the tool handle the rest

  2. Eliminate Human Error

    • Manual data entry is error-prone - wrong client names, incorrect invoice amounts, or missing details
    • Sheet to Doc ensures every document gets accurate data from Excel, eliminating transcription errors

  3. Maintain Brand Consistency

    • All documents will have consistent formatting, logos, and brand elements
    • No more inconsistent fonts, layouts, or missing company information

  4. Secure and Private

    • Unlike other tools that store data on servers, all processing is done locally in your browser
    • Your sensitive business data never leaves your device

Version 2.0.0 Release: Offline Usage with Installer Version

Sheet to Doc 2.0.0 version has been officially released! This release brings the long-awaited installer version support, allowing users to use Sheet to Doc offline without worrying about data security issues.

Installer Version: More Secure Offline Usage

In version 2.0.0, we’ve added a desktop installer version supporting Windows, Mac, and Linux systems. Users can install Sheet to Doc on their local computers and use all features without an internet connection.

Supported System Versions

  • Windows: Supports x32 and x64 architectures
  • Mac: Supports latest macOS systems
  • Linux: Supports x64, arm64, and armv7l architectures

Data Security Guarantee

  • All data processing is done locally, no need to upload to servers
  • Sensitive data never leaves your device
  • Suitable for processing confidential documents and private data
  • Compliant with enterprise data security regulations

Supported Platforms

  • Desktop Version: Windows (x32, x64), Mac, Linux (x64, arm64, armv7l)
  • Web Version: Supports Chrome, Firefox, Safari, Edge, and other mainstream browsers

Core Features

  • Bulk generate Word documents from Excel data and Word templates
  • Support for multiple data formats: Excel spreadsheets, CSV, JSON, JSONL
  • Flexible template design and variable replacement
  • Support for custom filenames and generation modes
  • Intuitive user interface and simple operation流程
  • Detailed video tutorials and documentation

Supported Data Formats

  • Excel spreadsheets (.xlsx)
  • CSV data
  • JSON data
  • JSONL data

What are JSON and JSONL Formats?

JSON (JavaScript Object Notation)

JSON is a lightweight data interchange format that is easy for humans to read and write, and easy for machines to parse and generate. It’s based on key-value pair structure and is commonly used for data transfer between web applications.

Example:

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[
  {
    "Name": "John Doe",
    "Age": 30,
    "Position": "Product Manager",
    "Department": "Product Department"
  },
  {
    "Name": "Jane Smith",
    "Age": 28,
    "Position": "Development Engineer",
    "Department": "Technical Department"
  }
]

JSONL (JSON Lines)

JSONL is a text format where each line is a valid JSON object. This format is ideal for processing large amounts of data because it can be processed line by line without loading the entire file into memory at once.

Example:

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{"Name": "John Doe", "Age": 30, "Position": "Product Manager", "Department": "Product Department"}
{"Name": "Jane Smith", "Age": 28, "Position": "Development Engineer", "Department": "Technical Department"}

Software that Can Export JSON/JSONL Data

With Sheet-to-Doc supporting JSON and JSONL formats, you can directly use data from the following applications:

  1. Data Analysis Tools

    • Python/R: Easily export data as JSON/JSONL using libraries like pandas or tidyverse
    • Jupyter Notebook: Data analysis results can be directly exported as JSON format
    • Excel 365: Export JSON data through Power Query or VBA

  2. Databases and Storage Systems

    • MongoDB: Natively supports JSON format, can directly export data
    • Elasticsearch: Search results can be exported as JSON format
    • AWS S3: Can store and export JSON/JSONL format data files

  3. APIs and Web Services

    • REST API: Most modern APIs return data in JSON format
    • GraphQL: Query results can be formatted as JSON
    • Third-party services: Such as Google Sheets API, Airtable API, etc. all support JSON data

  4. Automation Tools

    • Zapier/Make: Workflow automation tools can convert data to JSON format
    • Power Automate: Microsoft automation platform supports JSON data processing
    • Python scripts: Custom scripts can extract data from various sources and export as JSON/JSONL

  5. AI and Large Language Models

    • OpenAI API: Generated data can be saved in JSON format
    • Claude API: Supports JSON format output
    • Local LLMs: Models like Llama can generate JSON format data

Workflow

  1. Prepare Data: Excel spreadsheet, CSV, JSON, or JSONL data
  2. Prepare Word Template: .docx document containing placeholders
  3. Access the Tool: Use web version or desktop installer version
  4. Fill in Data: Copy-paste or upload data files
  5. Upload Template: Upload Word template file
  6. Generate Documents: Set generation mode and filename, click generate button

Template System

Template Creation Basics

  1. Use Microsoft Word or WPS to create a .docx format template file
  2. Insert data placeholders using {placeholder} syntax
  3. Add text, formatting, tables, images, etc. as needed
  4. Save as .docx format

Placeholder System

1. Data Placeholders

Data placeholders are the most basic placeholder type, used to insert single data values.

Syntax: {Placeholder Name}

Example:

  • Excel column headers: Name, Age, Gender
  • Used in template: {Name}, {Age} years old, {Gender}
  • Generated result: John Doe, 30 years old, Male

2. Loop Placeholders

Loop placeholders are used to process multiple rows of data,实现 repeated content generation.

Syntax: {#data}...{/data}

Example:

{#data}
{Name}, {Age} years old, {Gender}
{/data}

3. Conditional Placeholders

Conditional placeholders are used to show or hide content based on conditions.

Basic Condition (true/false)

Syntax: {#condition}...{/condition}

Equality Check

Syntax: {#condition == "value"}...{/}

Example:

{#Prize == “Watch”}
Watch
{/}

4. Filters

Filters are used to format data.

Syntax: {placeholder | filter_name:parameter}

Common Filters:

  • currency: Currency formatting
  • percentage: Percentage formatting
  • shortNumber: Number abbreviation (K, M, B)
  • toUpperCase: Convert to uppercase

Template Image Operations

Current Status of Image Placeholders

Independent image placeholders are currently under development. You can now implement image display functionality by inserting images + conditional placeholders in Word templates.

How to Implement Image Display

Conditional-Based Image Display

Implementation Principle: Use conditional placeholders to display different images based on data conditions.

Steps:

  1. Prepare different images in the template for different conditions
  2. Wrap images with conditional placeholders
  3. Control image display based on data conditions

Example:

Suppose you have the following Excel data:

Name Prize
John Watch
Jane Power Bank
Bob Watch

Template Design:

{#data}
{Name} won a {Prize}, as shown below:

{#Prize == “Watch”}
Watch
{/}

{#Prize == “Power Bank”}
Power Bank
{/}

{/data}

Generated Result:

John won a Watch, as shown below:

Watch

Jane won a Power Bank, as shown below:

Power Bank

Bob won a Watch, as shown below:

Watch

Flexible Document Generation Modes

Sheet to Doc provides two document generation modes to meet different usage needs:

Mode 1: Generate Separate Document for Each Row

  • Each data row generates an independent Word document
  • Suitable for generating bulk personalized documents like contracts, certificates, reports, etc.
  • Browser automatically handles multi-file downloads
  • Recommended for all new users

Mode 2: Generate Single Document for All Data

  • All data merged into one Word document
  • Repeatedly generates content within the document based on the template
  • Suitable for generating directories, summary reports, etc.
  • Easy for unified management and distribution

Powerful Custom Filename Feature

Sheet to Doc provides flexible custom filename functionality, allowing you to automatically generate meaningful filenames based on data content:

  • Default Filename: System automatically generates filenames with line numbers and timestamps
  • Custom Filename: Supports setting prefix, middle content (from data columns), and suffix
  • Real-time Preview: Uses first row data to preview generated filenames in real-time
  • Multiple Naming Combinations: Can be named based on multiple data fields like name, ID, date, etc.

For example, you can set the filename as Employee_{Name}_Profile.docx, and the system will automatically replace it with Employee_John_Profile.docx, Employee_Jane_Profile.docx, etc.

Advantages Over Word Mail Merge

Sheet to Doc is a powerful document generation tool that can use Excel/WPS, JSON, JSONL as data sources, write to Word templates, and generate large numbers of professional documents in bulk. Compared to traditional Word mail merge, it offers more advanced features and more flexible usage methods.

1. Support for Multiple Data Source Formats

Word mail merge mainly supports Excel spreadsheets and Access databases, while Sheet-to-Doc supports a wider range of data formats:

  • Excel/Tab separated data
  • CSV data
  • JSON data
  • JSONL data

This flexibility allows Sheet-to-Doc to easily handle data from different systems without complex data format conversion.

2. More User-Friendly Interface and Operation流程

Sheet-to-Doc adopts an intuitive three-step operation流程:

  1. Paste Data: Directly copy data from Excel/CSV/JSON
  2. Upload Template: Upload Word template containing placeholders
  3. Generate Documents: Select generation mode and filename settings, click generate

The entire process requires no complex settings or configuration, even new users can quickly get started. In contrast, Word mail merge requires:

  • Open Word and create a template
  • Connect to data source
  • Set up mail merge fields
  • Configure merge options
  • Execute merge operation

The steps are cumbersome, the learning curve is steep, and it’s easy to make mistakes in some links.

3. Better Cross-Platform Compatibility

Sheet-to-Doc is developed based on web technology and supports all modern browsers:

  • Chrome
  • Firefox
  • Edge
  • Safari

This means you can use the same functionality on different operating systems (Windows, Mac, Linux) without worrying about software version compatibility issues.

4. Continuous Updates and Feature Expansion

As an online tool, Sheet-to-Doc can be continuously updated and expanded with features. For example, the latest version already supports:

  • JSON and JSONL data sources
  • More flexible custom filenames
  • Optimized user interface

In contrast, Word mail merge features are relatively fixed, with long update cycles and slow addition of new features.

5. Lower Usage Threshold

Using Sheet-to-Doc requires no:

  • Installation of Microsoft Office software
  • Learning complex mail merge operations
  • Writing macros or scripts

Only a modern browser is needed to complete complex document generation tasks. This is a huge advantage for users who don’t have Office software installed or are not familiar with mail merge operations.

Application Scenarios

Sheet to Doc is suitable for various industries and usage scenarios. Here are some typical applications:

Enterprise Office

  • Batch generate legal documents such as contracts and agreements
  • Automatically generate employee offers and onboarding notices
  • Batch generate sales reports and performance statements
  • Generate customer thank-you letters and follow-up letters

Education Industry

  • Batch generate student transcripts and comments
  • Automatically generate admission notices and student ID cards
  • Generate course schedules and teaching plans
  • Batch produce certificates and awards

Financial Industry

  • Batch generate loan contracts and repayment plans
  • Automatically generate bank statements and financial reports
  • Generate insurance policies and claim notices
  • Produce financial statements and audit reports

E-commerce Operations

  • Batch generate product manuals and user guides
  • Automatically generate shipping slips and logistics tracking forms
  • Generate after-sales service cards and warranty certificates
  • Create promotional activity flyers

Human Resources

  • Batch generate employee contracts and confidentiality agreements
  • Automatically generate attendance reports and pay slips
  • Generate training certificates and performance evaluation forms
  • Produce employee handbooks and company policies

Logistics Industry

  • Batch generate waybills and bills of lading
  • Automatically generate packing lists and customs declaration forms
  • Generate logistics tracking reports and delivery proof
  • Create warehouse inventory lists and stock reports

Medical Industry

  • Batch generate medical records and diagnosis certificates
  • Automatically generate prescriptions and medication guidelines
  • Generate physical examination reports and health certificates
  • Produce medical informed consent forms

Use Cases

1. Generate Reports from API Data

Suppose you need to regularly extract customer data from a CRM API and generate personalized customer reports. Now, you can directly paste the JSON data returned by the API into Sheet-to-Doc, use a predefined Word template, and generate professional reports in bulk.

2. Data Analysis Result Visualization Reports

Data analysts often need to convert analysis results into readable reports. After analyzing data using Python or R, export it as JSON format, then generate Word reports containing charts and analysis conclusions through Sheet-to-Doc.

3. Batch Generate Personalized Emails

Marketing teams can export customer information in JSONL format from customer databases, then use Sheet-to-Doc to generate personalized marketing emails or invitations, maintaining a consistent brand image.

4. Generate Contracts from MongoDB Data

Legal teams can directly export customer and project data from MongoDB as JSON format, then use Sheet-to-Doc to generate personalized contracts and agreements, improving work efficiency.

5. Documentation of AI-Generated Content

Content generated using AI (such as product descriptions, press releases, etc.) can be saved in JSON format, then structured Word documents can be generated through Sheet-to-Doc, facilitating subsequent editing and publishing.

6. Automatically Generate Invoices and Bills

Finance teams can export transaction data from accounting software in JSON format, then use Sheet-to-Doc to generate invoices and bills in bulk, reducing manual operations.

How to Get Started

How to Use Sheet-to-Doc to Process JSON/JSONL Data?

Step 1: Prepare JSON/JSONL Data

Ensure your data format is correct - JSON should be an array of objects, JSONL should be one object per line.

Step 2: Access Sheet-to-Doc Website

Open the Sheet-to-Doc official website: https://s.wtsolutions.cn/sheet-to-doc.html

Step 3: Select Data Type

In the data paste area, select “JSON” or “JSONL” as the data type.

Step 4: Paste Data

Paste your JSON/JSONL data into the text box, and the system will automatically preview the data.

Step 5: Upload Word Template

Prepare a Word template containing placeholders (such as {Name}, {Age}), then upload it.

Step 6: Generate Documents

Select generation mode (single document or batch), set filename generation method, then click the “Generate Documents” button.

Step 7: Download Results

After generation is complete, download the generated Word documents.

How to Get

Desktop Installer Version

Download address: https://sheet-to-doc.wtsolutions.cn/en/latest/Download.html

Web Version

Directly access: https://s.wtsolutions.cn/sheet-to-doc.html to use

Conclusion

Sheet to Doc has become an important part of many business toolkits. It has saved countless hours, reduced errors, and ensured documents always look professional. If you find yourself overwhelmed with repetitive document creation tasks, Sheet to Doc is definitely worth trying - it will completely change your workflow!

Sheet to Doc 2.0.0 release marks a major advancement in data security and user experience. We are committed to providing users with safer, more convenient document generation tools, and protecting your data security is our top priority.

Download the installer version now and experience the security and convenience of offline usage!

Documentation

Detailed documentation: https://sheet-to-doc.wtsolutions.cn/en/latest/

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