Zoho Writer

Zoho Writer Merge API

Mail-merge operations: merge to bytes, link, store, invoke, or sign

GitHub OpenAPI

Specifications

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OpenAPI
https://raw.githubusercontent.com/api-evangelist/zoho-writer/refs/heads/main/openapi/zoho-writer-merge-api-openapi.yml

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OpenAPI Specification

zoho-writer-merge-api-openapi.yml Raw ↑ 
openapi: 3.0.3
info:
  title: Zoho Writer Combine Merge API
  description: REST API for programmatic document creation, editing, mail merge, electronic signing, webhook automation, and multi-format document export. Supports Document, Combine, Merge, and Sign API categories with OAuth 2.0 authentication.
  version: 1.0.0
  contact:
    name: Zoho Writer Support
    email: support@zohowriter.com
    url: https://www.zoho.com/writer/help/api/v1/
  termsOfService: https://www.zoho.com/writer/developers.html
  license:
    name: Zoho API Terms
    url: https://www.zoho.com/writer/developers.html
servers:
- url: https://www.zohoapis.com/writer/api/v1
  description: United States (default)
- url: https://www.zohoapis.eu/writer/api/v1
  description: Europe
- url: https://www.zohoapis.in/writer/api/v1
  description: India
- url: https://www.zohoapis.jp/writer/api/v1
  description: Japan
- url: https://www.zohoapis.com.au/writer/api/v1
  description: Australia
- url: https://www.zohoapis.ca/writer/api/v1
  description: Canada
- url: https://www.zohoapis.sa/writer/api/v1
  description: Saudi Arabia
- url: https://www.zohoapis.com.cn/writer/api/v1
  description: China
- url: https://www.zohoapis.sg/writer/api/v1
  description: Singapore
security:
- OAuth2:
  - ZohoWriter.documentEditor.ALL
  - ZohoPC.files.ALL
  - WorkDrive.files.ALL
tags:
- name: Merge
  description: 'Mail-merge operations: merge to bytes, link, store, invoke, or sign'
paths:
  /documents/{document_id}/merge:
    post:
      operationId: mergeDocument
      summary: Merge document
      description: Merge a document with data and return the merged file directly as bytes or as a download URL.
      tags:
      - Merge
      security:
      - OAuth2:
        - ZohoWriter.documentEditor.ALL
        - ZohoWriter.merge.ALL
        - ZohoPC.files.ALL
        - WorkDrive.files.ALL
      parameters:
      - name: document_id
        in: path
        required: true
        schema:
          type: string
        description: Unique identifier for the Writer document
      requestBody:
        required: true
        content:
          multipart/form-data:
            schema:
              type: object
              required:
              - output_settings
              properties:
                output_settings:
                  $ref: '#/components/schemas/OutputSettings'
                merge_data:
                  type: object
                  description: Direct JSON merge data
                merge_data_csv_content:
                  type: string
                  format: binary
                  description: CSV file upload
                merge_data_json_content:
                  type: string
                  format: binary
                  description: JSON file upload
                merge_data_csv_url:
                  type: string
                  format: uri
                  description: URL to CSV file
                merge_data_json_url:
                  type: string
                  format: uri
                  description: URL to JSON file
                record_id:
                  type: string
                  maxLength: 25
                  description: For Zoho CRM/Creator/Bigin templates
                response_type:
                  type: string
                  enum:
                  - link
                  description: Set to 'link' to receive a download URL instead of bytes
                filename:
                  type: string
                  description: Document name without extension
                sign_service_name:
                  type: string
                  enum:
                  - adobesign
                  - docusign
                  description: Third-party signing service (PDF only)
                test_mode:
                  type: boolean
                  description: Testing mode; does not consume credits (50 merges/day limit)
      responses:
        '200':
          description: Merged document as binary or link
          content:
            application/octet-stream:
              schema:
                type: string
                format: binary
            application/json:
              schema:
                type: object
                properties:
                  URL:
                    type: string
                    format: uri
      externalDocs:
        description: Merge Document
        url: https://www.zoho.com/writer/help/api/v1/merge-document.html
  /documents/{document_id}/merge/sign:
    post:
      operationId: mergeAndSign
      summary: Merge and sign
      description: Merge a document with data and send the result for electronic signature collection via Zoho Sign.
      tags:
      - Merge
      security:
      - OAuth2:
        - ZohoWriter.documentEditor.ALL
        - ZohoWriter.merge.ALL
        - ZohoPC.files.ALL
        - WorkDrive.files.ALL
      parameters:
      - name: document_id
        in: path
        required: true
        schema:
          type: string
        description: Unique identifier for the Writer document
      requestBody:
        required: true
        content:
          multipart/form-data:
            schema:
              type: object
              required:
              - service_name
              - filename
              properties:
                service_name:
                  type: string
                  enum:
                  - zohosign
                  description: Signing service provider
                filename:
                  type: string
                  description: Name for the signed document
                merge_data:
                  type: object
                merge_data_csv_content:
                  type: string
                  format: binary
                merge_data_json_content:
                  type: string
                  format: binary
                merge_data_csv_url:
                  type: string
                  format: uri
                merge_data_json_url:
                  type: string
                  format: uri
                record_id:
                  type: string
                  maxLength: 25
                signer_data:
                  type: array
                  description: Array of signer details including action types and verification
                  items:
                    type: object
                sign_in_order:
                  type: boolean
                  description: Enforce signing sequence
                message:
                  type: string
                  description: Message for signers
                set_expire:
                  type: integer
                  maximum: 99
                  description: Expiration in days (max 99)
                reminder_period:
                  type: integer
                  description: Reminder interval in days
                common_attachments:
                  type: string
                  format: binary
                  description: Shared attachments (max 20 files, 40 MB total)
                test_mode:
                  type: boolean
      responses:
        '200':
          description: Merge and sign job details
          content:
            application/json:
              schema:
                type: object
                properties:
                  merge_report_url:
                    type: string
                    format: uri
                  records:
                    type: array
                    items:
                      type: object
                      properties:
                        sign_request_id:
                          type: string
                        status:
                          type: string
      externalDocs:
        description: Merge and Sign
        url: https://www.zoho.com/writer/help/api/v1/merge-and-sign.html
  /documents/{document_id}/merge/execute:
    post:
      operationId: mergeAndInvoke
      summary: Merge and invoke
      description: Trigger a merge operation programmatically and track status asynchronously.
      tags:
      - Merge
      security:
      - OAuth2:
        - ZohoWriter.documentEditor.ALL
        - ZohoWriter.merge.ALL
      parameters:
      - name: document_id
        in: path
        required: true
        schema:
          type: string
        description: Unique identifier for the Writer document
      requestBody:
        required: true
        content:
          multipart/form-data:
            schema:
              type: object
              properties:
                merge_data:
                  type: object
                merge_data_csv_content:
                  type: string
                  format: binary
                merge_data_json_content:
                  type: string
                  format: binary
                merge_data_csv_url:
                  type: string
                  format: uri
                merge_data_json_url:
                  type: string
                  format: uri
                record_id:
                  type: string
                  maxLength: 25
                output_settings:
                  type: object
                  properties:
                    format:
                      type: string
                      enum:
                      - pdf
                      - docx
                      - pdfform
                    password:
                      type: string
                    merge_to:
                      type: string
                      enum:
                      - separatedoc
                      - singledoc
                    filename:
                      type: string
                      maxLength: 150
                    restricted_access:
                      type: object
                test_mode:
                  type: boolean
      responses:
        '200':
          description: Merge job initiated
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/MergeResponse'
      externalDocs:
        description: Merge and Invoke
        url: https://www.zoho.com/writer/help/api/v1/merge-and-invoke.html
  /documents/v2/{document_id}/merge/store:
    post:
      operationId: mergeAndStoreV2
      summary: Merge and store (v2)
      description: Merge a document with data and store the resulting files in a specified Zoho WorkDrive folder. Supports webhooks for async status notifications.
      tags:
      - Merge
      security:
      - OAuth2:
        - ZohoWriter.documentEditor.ALL
        - ZohoWriter.merge.ALL
        - WorkDrive.files.ALL
        - WorkDrive.organization.ALL
      parameters:
      - name: document_id
        in: path
        required: true
        schema:
          type: string
        description: Unique identifier for the Writer document
      requestBody:
        required: true
        content:
          multipart/form-data:
            schema:
              type: object
              required:
              - output_settings
              properties:
                output_settings:
                  type: object
                  required:
                  - doc_name
                  - folder_id
                  properties:
                    doc_name:
                      type: string
                    folder_id:
                      type: string
                    format:
                      type: string
                      enum:
                      - pdf
                      - docx
                      - pdfform
                      - zdoc
                      default: zdoc
                    password:
                      type: string
                      maxLength: 100
                    overwrite_existing_file:
                      type: boolean
                    merge_to:
                      type: string
                      enum:
                      - separatedoc
                      - singledoc
                      default: separatedoc
                    sign_service_name:
                      type: string
                      enum:
                      - adobesign
                      - docusign
                    restricted_access:
                      type: object
                merge_data:
                  type: object
                merge_data_csv_content:
                  type: string
                  format: binary
                merge_data_json_content:
                  type: string
                  format: binary
                merge_data_csv_url:
                  type: string
                  format: uri
                merge_data_json_url:
                  type: string
                  format: uri
                record_id:
                  type: string
                  maxLength: 25
                test_mode:
                  type: boolean
                webhook_info:
                  type: object
                  properties:
                    url:
                      type: string
                      format: uri
                    retry:
                      type: integer
                    timeout:
                      type: integer
                    expiry_date:
                      type: string
                    context:
                      type: object
      responses:
        '200':
          description: Merge and store job initiated
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/MergeResponse'
      externalDocs:
        description: Merge and Store V2
        url: https://www.zoho.com/writer/help/api/v1/merge-and-store-v2.html
  /templates/{template_id}/bulkmerge/sign:
    post:
      operationId: bulkMergeAndSign
      summary: Bulk merge and sign
      description: Perform bulk merge and sign operations using a template.
      tags:
      - Merge
      security:
      - OAuth2:
        - ZohoWriter.documentEditor.ALL
        - ZohoWriter.merge.ALL
      parameters:
      - name: template_id
        in: path
        required: true
        schema:
          type: string
        description: Unique identifier for the template
      requestBody:
        required: true
        content:
          multipart/form-data:
            schema:
              type: object
              properties:
                merge_data:
                  type: object
                merge_data_csv_content:
                  type: string
                  format: binary
                merge_data_json_content:
                  type: string
                  format: binary
                merge_data_csv_url:
                  type: string
                  format: uri
                merge_data_json_url:
                  type: string
                  format: uri
                signer_data:
                  type: array
                  items:
                    type: object
                service_name:
                  type: string
                  enum:
                  - zohosign
                test_mode:
                  type: boolean
      responses:
        '200':
          description: Bulk merge and sign job initiated
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/MergeResponse'
      externalDocs:
        description: Bulk Sign
        url: https://www.zoho.com/writer/help/api/v1/bulkmerge-sign.html
components:
  schemas:
    OutputSettings:
      type: object
      required:
      - format
      properties:
        format:
          type: string
          enum:
          - pdf
          - pdfform
          - docx
          - html
          - zfdoc
          - zip
          description: Output file format
        password:
          type: string
          maxLength: 100
          description: Optional password protection for the output document
        restricted_access:
          type: object
          properties:
            password:
              type: string
            permissions:
              type: array
              items:
                type: string
    MergeRecord:
      type: object
      properties:
        data:
          type: object
          description: Input merge data for this record
        download_link:
          type: string
          format: uri
        document_id:
          type: string
        document_url:
          type: string
          format: uri
        status:
          type: string
          enum:
          - inprogress
          - completed
          - failed
    MergeResponse:
      type: object
      properties:
        merge_report_data_url:
          type: string
          format: uri
        merge_report_url:
          type: string
          format: uri
        status:
          type: string
          enum:
          - inprogress
          - completed
          - failed
        records:
          type: array
          items:
            $ref: '#/components/schemas/MergeRecord'
  securitySchemes:
    OAuth2:
      type: oauth2
      description: OAuth 2.0 authentication. Refer to https://www.zoho.com/writer/help/api/v1/oauth-2.html for setup.
      flows:
        authorizationCode:
          authorizationUrl: https://accounts.zoho.com/oauth/v2/auth
          tokenUrl: https://accounts.zoho.com/oauth/v2/token
          scopes:
            ZohoWriter.documentEditor.ALL: Full access to document editor operations
            ZohoWriter.merge.ALL: Full access to merge operations
            ZohoPC.files.ALL: Access to Zoho personal cloud files
            WorkDrive.files.ALL: Access to WorkDrive files
            WorkDrive.organization.ALL: Organization-level WorkDrive access
            WorkDrive.workspace.ALL: Workspace-level WorkDrive access
externalDocs:
  description: Zoho Writer API Documentation
  url: https://www.zoho.com/writer/help/api/v1/