Search and insert merge fields into a document template
Learn how to customize document templates by searching and inserting merge fields using the object schema tool in Zuora.
The object schema tool provides a database of field values helpful for customizing your document templates. Your template content can leverage fields to display values from various objects. Your template merge fields are automatically updated to personalize the PDFs of invoices, credit memos, and debit memos that are sent to your customers.
To search for a merge field in an HTML template through the Zuora UI, perform the following steps:
- Click your username at the top right and navigate to .
- On the Manage Invoice, Credit/Debit Memo Templates tab, click Add New Html Template. . The Choose a Template from the Library page is displayed.
- Hover over any template for usage in the Invoices, Credit Memo, or Debit Memo tab.
- Click the Show Object Schema icon to do a quick merge field search.
- Now, do a quick search based on the considerations listed in Data Schema.
- Copy the object or string to include it in the template and click Save .