Prerequisites

• Create a MergeUp Batch record, whether manually, by a Flow, or by Apex (To learn how to create a MergeUp Batch by any of these methods, see Generating Multiple Documents Based on a Report, Generating Multiple Documents Using Flows, or Generating Multiple Documents Using Apex).

Overview

Once a MergeUp Batch is created, it must be run in order to merge documents and upload them to records. These steps will walk you through starting a single MergeUp Batch.

Steps

1. Go to the record page for the MergeUp Batch. You can find it by going to the MergeUp Manager, clicking the MergeUp Batches tab, and selecting your batch from the list.
   
2. On the record page, click "Start Merge" in the top right, and confirm that the number of merges looks correct. Click "Start" to start the batch.
   
   
3. Done! Your MergeUp Batch is now running.

Notes

• You can also start your MergeUp batch by changing its status to "Started". This is useful if you want to start the batch from a Flow or Apex.

Next Steps

• Learn how to start more than one MergeUp Batch at once: Starting Multliple MergeUp Batches
• Learn how to schedule a MergeUp Batch for later Scheduling a MergeUp Batch to Start Later

• Learn how to monitor your MergeUp Batch now that it's running:

  • Monitor a MergeUp Batch
  • Monitor the MergeUp Batch Apex Job