Connecting TrackVia to WebMerge

What is WebMerge?

WebMerge is a third-party platform that allows TrackVia users to populate and deliver documents with data from their TrackVia applications. It supports multiple document types (.pdf, .docx, .xlsx), dynamic content, and delivery options ranging from storing documents in TrackVia to emailing non-TrackVia users. The WebMerge integration is configured through TrackVia's Integrations framework.

Connecting WebMerge

To establish a connection with WebMerge, a TrackVia Admin must complete the following steps:

1. Contact your TrackVia Account Executive to set up a WebMerge account
2. Complete the Pre-Installation Checklist
3. Create WebMerge templates
4. Configure the WebMerge Integration

See below for details on each of these steps. For information on working with an already configured WebMerge integration, please see the WebMerge Integration FAQs or visit the WebMerge Knowledge Base.

Connecting WebMerge: Pre-Installation

You will receive an email titled Getting Started with TrackVia and WebMerge from support@trackvia.com at the email address associated with your TrackVia WebMerge account. This email confirms that your WebMerge account has been established and includes login instructions for first-time access.

Once your account is set up, log in and enable API Access from the User Profile menu. You will be prompted to create an API Key and Secret — copy these values, as you will need them during setup in TrackVia.

As part of the setup, TrackVia's Support Team will add a new application to your account called WebMerge Templates. This application includes a table called WebMerge Templates and a WebMerge Setup dashboard. The Integrations feature will also be enabled for your account if not already active. Note that the WebMerge Integration will require permission to connect tables in your existing applications to the WebMerge Templates app.

For more information on account changes, please see the WebMerge: Account Changes article.

Connecting WebMerge: Templates

Before connecting TrackVia with WebMerge, you'll need to create at least one WebMerge template. Templates are the documents into which TrackVia data is populated, and they can be created in Word (.docx), Excel (.xlsx), or PDF formats. For help creating templates, visit the WebMerge Knowledge Base.

Connecting WebMerge: Configure the Integration

Once the Pre-Installation Process is complete and at least one WebMerge Template has been created, the integration between WebMerge and TrackVia can be configured.

From the Application menu in TrackVia, select the WebMerge Templates application.

From the WebMerge Setup dashboard, click Verify and Begin and sign into TrackVia.

Select Authorize to allow access to TrackVia-protected resources.

Enter your WebMerge API Key and Secret, copied from your WebMerge account.

Select your WebMerge template and the appropriate resources in TrackVia. You will need to designate the Application, Table, and Form from which the integration will pull data. Additionally, you may optionally include one Child View from the Form into a WebMerge template.

Next, map fields from TrackVia to their corresponding WebMerge placeholders. Only fields from the form selected in the previous step will be available. If you included a Child View, select its name from the Child View dropdown.

After submitting the field mappings, a confirmation message will appear when the integration has finished processing.