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Conga Support

Designing Microsoft Excel Merge Templates

Conga Composer can merge data into an Excel template.

Conga Composer supports Excel templates saved in the Excel 2003 (“.xls”), or Excel 2007/2010 (“.xlsx”) format. However, we recommend the Excel 2003 format (“.xls”) to ensure file format compatibility across a broad audience.

Excel templates work only with Conga Composer, not Conga Mail Merge.

The Template Builder supports multiple template types. By default it is set to create text-based merge fields for Microsoft Word.

Select the Excel radio button to format the merge fields for Microsoft Excel.