Upload and Merge Documents

Using High Volume Document Generation API, generate documents using an uploaded local file from your machine.

Prerequisites

A valid and active Conga Advantage Platform organization.
ClientID and Secret generated and implemented. See Authorizing High Volume Document Generation.

Use Case

In this use case, we use an HTML template from our local machine to merge with a template from Conga Platform, convert it to PDF format and download the data. It can also be emailed, sent with Conga Sign or SFTP.

Step 1: Create a JSON or CSV File, gather the Template ID.

Create your JSON or CSV File for the dataFileId on your local machine, then gather the Template ID to merge your data. For more information on how to gather a template ID, see the following topic:

Getting File ID for High Volume Document Generation

Step 2: Create the Merge Request

Create a merge request to generate the document. The merge request contains several parameters that determine which features are included in the generated document. An example of the parameters as they appear in JSON is as follows:{ "dataFileId": "3fa85f64-5717-4562-b3fc-2c963f66afa6", "templateIds": [ "3fa85f64-5717-4562-b3fc-2cE963f66afa6" ], "format": "Json" }

An example of using the Upload File feature from Swagger:

Here is an example of the High Volume Doc Gen API method to merge the document:


Method	POST
Request Endpoint	`https://prod-rls10.congacloud.com/api/highvolumemerge/v1/merge/upload`
Request Body	{ "dataFileId": "3fa85f64-5717-4562-b3fc-2c963f66afa6", "templateIds": [ "3fa85f64-5717-4562-b3fc-2cE963f66afa6" ], "format": "Json" }
Example JSON file data	[ { "Id": "a24c9f37-0456-4623-a2de-459b8f5e1221", "DocumentOptions": { "OutputName": "contract.pdf" }, "Data": { "CONTACT_FIRSTNAME": "Oliver", "OPPORTUNITY_NAME": "Cloud Solution Partnership", "ACCOUNT_NAME": "Acme Inc", "Conga_Doc_Link": "https://example.com/doc1", "USER_FIRSTNAME": "Daniel", "USER_NAME": "Daniel Smith", "USER_TITLE": "Senior Manager", "USER_CUSTOM_ORG_NAME": "Smith Consulting", "USER_PHONE": "555-123-4567", "USER_EMAIL": "daniel.smith@example.com", "OppLineItems": [ { "PRODUCT_NAME": "Service Plan", "OPPORTUNITY_LINEITEM_UNITPRICE": "$200", "OPPORTUNITY_LINEITEM_QUANTITY": 10, "OPPORTUNITY_LINEITEM_TOTALPRICE": "$2000" }, { "PRODUCT_NAME": "Consultation", "OPPORTUNITY_LINEITEM_UNITPRICE": "$500", "OPPORTUNITY_LINEITEM_QUANTITY": 5, "OPPORTUNITY_LINEITEM_TOTALPRICE": "$2500" } ] }, } ]

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