Combine data sources using Sessions

Having trouble sending data from multiple data sources to create single merged document?  Need to delay a merge until you have all of the data?  Or want to create a little workflow in your process?  Great news!  We have a feature called “Sessions” and it is ready for you to explore.

How do the sessions work?

In a nutshell, instead of merging the data right when you send it to us, we save it (encrypted) for later.  You can continue to send more data and it will save that data as well.  Then when you are ready to merge, it uses all of the data you sent over time for that session and merges it into your template.

An example scenario where sessions can be used

Let’s say you are in the construction business and you use a CRM to keep track of all your projects, managers, buildings, etc (we’ll call these “objects”).  Before, if you wanted to generate a contract, you’d have to pick one of your objects, send the data over to WebMerge and then manually enter any missing information.  Now, you’ll be able to send data from any of your objects and have it go to the same spot.  In other words, you could send the building information over, then send the project manager’s information over and it will have both sets of information ready for you to merge.

How do I use sessions?

Using a session is very easy.  We keep track of each session using a unique key (name, email address, etc) that you choose/define and all you need to do is pass that key in your merge data, using these field names:

  • _session
  • _session_merge   (final merge request only - this tells system to merge the doc!)
  • _session_append  (append new data into "_rows" you can loop through in your document)

To add these fields to your merge process (without adding them to your template) you can use the Field Map to add the fields, like this:

field_map_session_fields.png

 

When we detect the "_session" parameter in the merge data, we look for a session that already exists and save the new data (if you send data that already exists in the session, we will use the newest data we receive).  If a session with that key does not exist, then we create a new session.  Each session is unique to the specific document you are merging (ie you can use the same key for a different document and it will create a different session).

Here's an example setup in Zapier:

session_zap1.png

 

When you are ready for the data to be merged, you can add the "_session_merge" parameter to the merge data and that will tell our system to merge the session.

Here's an example of a 2nd/Final Zap in Zapier:

session_zap2.png

 

After a session has been merged, we delete the session and data from our system.

 

Pass Session data via the Merge URL (via Webhook)

If you are sending data over to WebMerge via a Webhook, you can send the session variables in your webhook URL like this:

1st Request: https://www.webmerge.me/merge/12345/abcde?session=John

Final Request: https://www.webmerge.me/merge/12345/abcde?session=John&session_merge=1

After a session has been merged, we delete the session and data from our system.

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