Mail Merge From Excel Data To Word Template?
Jul 9, 2013
I am trying (and failing) to set up a mail merge with a Word document. I would like for the doc to take information entered in specific columns and display it in the right field. I've set up the field and the excel doc and went through the mail merge wizard's steps for setting it up but it doesn't seem to be doing what I want.I am attaching the doc and spreadsheet below.
MichaelFields TEST.Contract Entries.xlsxFields Test.Contract to Provide Legal Services.docx
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May 3, 2012
This macro, enabled in Excel, is part of a chain of macros and will open Word, run the mail merge, save and close Excel. However, there is a macro in Word that I need to run but don't know how to activate it. Is there a code that I am missing that can be added to the end of the macro included?
VB:
Sub Mailmerge()
Dim wd As Object
Dim wdocSource As Object [code].....
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Mar 20, 2014
The database is full of customer bookings and the email side is for sending automated emails regarding There Gift aid donation.
Im trying to run an Automated mail merge from excel via word. Basically im opening an a spreadsheet which has the same information as the Mail merge data source, its a refresh-able Query from microsoft query . I want to be able to click a button that opens up Word and produces an email mail merge and sends it to my outbox. So the emails can be viewed before the final send. I am using Office 2013.
Once i have this stage working i want to eventually move on to having a field on the main spread sheet automatically fill in saying Sent with a Time Stamp.I want to send either email or print a letter depending on what Address/Email information they have.There may also be multiple bookings from the same Customer e.g Restaurant and house booking, which will show separately, and i want to some how have a condition that it puts all the customers Bookings onto one mail merge letter, instead of sending 3 separate letters to one customer.
This is my code so far:
VB:
Sub OpenWord()
'Setting up Word Application Dim wdApp as word.application
On Error Resume Next
Dim wdApp As Word.Application
Dim wdDoc As Word.Document
[Code] .....
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Jul 26, 2013
I'm trying to use Word mail merge with Excel to create mail labels and letters for each person on the list. For example,
Johnson, Michael
7391 Wilson Street
Van Nuys, CA 91405
I want to create a mailing label for this person. If possible, I'd like to make the top line of the address "Dr. Michael Johnson," however the format that I'm copying from is last name, first name. And I also want to want to create a letter that starts with "Dear Dr. Last name," such as "Dear Dr. Johnson." This is the website that I want to copy the addresses from:
Doctors in Los Angeles, CA | Primary Care Physicians and Specialists
I have done my homework, but I don't know how to properly paste the addresses into Excel and then use Word to create the labels and letter. I have tried many ways, but I have been unsuccessful.
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Oct 17, 2008
I have an Excel spreadsheet with names and addresses which I want to mail merge into a letter on word (annual benefit statements). The names and addresses on Excel have been imported from system software and are all in capitals. Is Excel smart enough to be able to keep the first letter of text in a cell but to change the remaining letters to lower case?
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May 17, 2007
Is there a way i can dictate to Word from an Excel macro that i want it to open, Start a mail merge, use a pre-made file as a template, use the excel file the macro is in as the source, get it through the whole setup of the Mail merge all the way to the print function?
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Aug 8, 2013
If I have a simple spreadsheet with Name, Class, and date in Columns A, B, and C. Labeled as NAME , CLASS, and DATE acccordingly is there a way to merge that data onto a certificate in powerpoint so the result is a slide of each student?
I can do this in word easily and perhaps the easy answer is to just convert the certficate slide to word and go from there?
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Mar 5, 2007
I want to set up a one step button in an Excel workbook to open up a Word Mailmerge Document that I have already set up complete with Excel data source. I have used this code so far but it's not working. What else do I have to do?
Sub OpenWordMailmergeMasterB()
Set appWD = CreateObject("Word.Application")
appWD.Visible = True
appWD.Documents.Open Filename:="X:Detention filesMail MergeLesley's MailmergeMASTER Interim Report.doc"
'To Run the Mail Merge
'Data source is a range name in Excel workbook called "MailmergeReport":.....................
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Jul 7, 2014
I had sent 1000 emails to the my customers by using mail merge in word document. Now I need to reply to these 1000 customer again individual one by one. The message is the same, but I need these thing to be sent in individual.
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Jul 6, 2012
I have a spreadsheet with client names, email addresses, and appointment info. I export a .csv file from outlook. I have been doing a mail merge in word and then coping and pasting into an Outlook message and sending it out. I did some reseach and found code that I have made changes to. Of course they it doesn't work. I can't get anything to happen when I run this code.
Code:
Sub Qualls_Email_Confirms()
Dim OutApp As Object
Dim OutMail As Object
Dim cell As Range
Application.ScreenUpdating = False
Set OutApp = CreateObject("Outlook.Application")
[Code] .........
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Mar 31, 2014
I've set myself a project to try and automate some repetitive filling in of word documents and would like a point in the right direction. I've done some research on the MSDN and some sites on the web. The way I was thinking of doing it would be,
make a template with either Fields or Bookmarks (which would be best?) for each piece of data on the paper work.Put the repeated data into an excel sheet (with a button for the macro to be assigned to).
write some VB script that will, define and "label" the data in the XL sheetopen the word templateenter the data into each Field/BookmarkSave as a new file in a "New" folder (name of file and folder taken from the Data)open the next template and repeat.
would this be the best way of approaching this problem?Whats the best way of defining points in a word template, Fields, Bookmarks?what objects would I need to use to rename the folder?
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Jul 7, 2014
I have a .dot word template that has the little 'grey' boxes that is awaiting information to be filled in, this information is already stored on a master excel sheet and the doc is simply for 'archiving' and users benefit, from my point of view its pointless.
So what I want to know is...
If I always have a .dot file which has :
Username : DATAHERE
Password: DATAHERE
Email: DATAHERE
and I have an excel file which is A1 : Username B1 : Password C1 : Email how easy / hard is it to create a button macro to automatically go to the .dot file location, open it and then put the create data in.
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Jun 4, 2014
I want to pull data from my excel file (using VBA) into Ms Word. I created a template in Word and wrote a macro to do this, it worked, however, anytime a new row is inserted or deleted in my excel spreadsheet my macro produces wrong results in my Ms Word template because the cell position has shifted, thereby producing the wrong result. How do i make it that my result remain the same when new row is added to my spreadsheet.
Example:
Excel row1: vicky 528
row2: sam 532
row3: john 092
row4: Own 211 word template: 092
This is what happen next:
Excel (New row added) Macro: ThisDocument.ScreenedPatients.Caption = wb.Sheets("CSAs").Cells(16, 1)
row1: pat 542
row2: vicky 528
row3: sam 532
row4: john 092
row5: Own 211 resulting Word template(running macro): word template: 532
But I want John to automatically go on the Word template without going into macro to change it all the time when a new row is added.
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Feb 20, 2012
i have Office 2010 and an Excel sheet that I need to use as the source in a Word Email merge.
I am trying to avoid the user having to open Word & run the Merge manually by providing some code in Excel to perform the task & create the emails.
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Sep 14, 2012
We need to send multiple mail with attachment with outlook 2007 with option "Resend this message", now we want to use excel for sending the mail.
procedure.----------------------------------------------------------------------------------------------------
S.No. To cc----------------------------------------------------------------------------------------------------
1. xyz@ymail.com----------------------------------------------------------------------------------------------------
2. abc@gmail.com hursh@rediffmail.com, hursh@rediffmail.com, hursh@rediffmail.com, raj@hotmail.com----------------------------------------------------------------------------------------------------
3. ram@ymail.com ramesh@gmail.com---------------------------------------------------------------------------------------------------- 4. rajesh@ymail.com----------------------------------------------------------------------------------------------------
5. raghu@ymail.com raju@hotmail.com ---------------------------------------------------------------------------------------------------- 6. info@ymail.com----------------------------------------------------------------------------------------------------
7. ranjit@excel.com xyx@gmail.com----------------------------------------------------------------------------------------------------and
we have two files for attaching on desktop, one is a excel file and second is a zip file. we want to send the mail with excel mail merge.
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Aug 20, 2014
So Im working on a project where I want to take the reviews from our employees and put them on letters and email them out. Every employee has 1-4 reviews and multiple questions answered for each- normal mail merge would send someone 4 letters with the review info & I'd love to have it all pulled into one. I made a fake one & attached below. I've tried a couple of formulas I've seen online but none of them have worked.
fake feedback1.xlsx
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Jun 17, 2013
I have responses from a questionnaire in the format below, and need to mail merge to a word doc.
name
subject
teacher
grade
comment
[Code]....
If I'm right I need it in the following format for a mail merge.
name
subject
teacher
grade
comment
[Code]....
I need to get this fixed by 5 pm tonight, otherwise a foresee a night of copy and paste ahead. I thought pivot tables might work, but alas no, it only tells me the number of the comments i have.
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May 13, 2014
I have a database that uses a few basic macros that I would like to use as part of a mail merge ---> Form Letter. Word does not seem to support the use though of xlsm files as a data source though.
Full disclosure - I am using a mail merge form letter to automate the creating of a report that has a LOT of place holders. I 100% realize that there are ways to do this within Excel that would be much cleaner and much easier, but truthfully, I DO NOT have the skills to write the code for it. (The macro I am using was wrote by a wonderful member of these forums. (Snakehips))
Do I have any work arounds to the xlsm / mail merge debacle? Is there a method that I could do that doesn't require years of VBA experience?
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Jun 25, 2009
I want to generate a letter to parents that shares reading fluency data from an excel spreadsheet into a table and a chart. I got the info to post into cells in the table through mail merge. (sample below) Now I want to make a matching line chart to visually show the student's growth over time. I want the data on the chart to change according to the data I put in the cells in the table through mail merge. Is this possible?The data in the cell that says "Cory" and the "88, 100, 112" are placed in this table through mail merge. I want to now be able to take just Cory's information and display it as a line graph. If I highlight those cells and choose "insert a table" it doesn't work.
FallWinterSpring4th grade standards
70-110 WPM85-120 WPM100-140 WPMCory
88100112
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Sep 25, 2012
I have an Excel 2003 list with four columns as shown below:
Zipcode
CRRT
Count
Bundles
85710
C004
693
14
85710
C005
867
18
85710
C006
1021
21
I want to "expand" this list to use in a Mail Merge program to produce tags for our direct mailing. Each bundle contains 50 letters, so in the first line on the above spreadsheet, there will be 13 bundles of 50 and 1 of 43. Currently, I can cut and paste to create the following table, but there has to be an easier way...
Zipcode
CRRT
Count
bcount
Bundle
ibundle
85710
C004
693
50
1
14
[Code] ........
So as I pull this into a mail merge I will get a tag that shows the zipcode, the crrt, the total pieces for that crrt, then number of the bundle for example " 1 of 14" and the quantity in that bundle, for example "50 of 693", then the next bundle tag will print, 3 to a page. I know that here has to be an easier way either in the mail merging process itself or with EXCEL? Am even open to build these with ACCESS to create the tags. The beginning database contains anywhere from 350 to 800 lines of original data, so as you can see the cut and paste is VERY time consuming.
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Feb 24, 2014
Month Pay Tax Socia sec.tax
Jan 10000 2000 2999
Feb 15000 3499 3333
March 3455 222 333
I have an excel document with sheets representing employees and within the sheets it shows wages taxes nd social security tax for each month.
I want to create word documents for each month which inserts all the values for that particular month, aswell as the name of the employee into th word document. How to do this?
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Jan 23, 2014
All I want is to generate a word document with built in word header and footer (header and footer style name is "alphabet") based on the values which i mention in excel(path,word file name and header content.
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Aug 10, 2009
I have created an Excel spreadsheet that collects info from a userform; we are using this as a issue log.
However, at the same time, upon completion of the log, the engineer then needs to fill out the essentially the same information in a Word form for sending off to the customer. I was thinking that perhaps this could be done by using a mail merge but from past experience this generally isn't very user friendly or quick.
Is it possible to automate this somehow using VBA such that when Enter is clicked on the form, not only does it fill in the next available line in the log spreadsheet but it also opens Word and populates the required fields with this same info?
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May 23, 2006
I send out a mail template everyweek to all the dept. employees using outlook. I attach a excel sheet to the mail so the employees can type in their hours and then sent it back. Then i go in manually each sheet and copy the info in THE timesheet excel sheet and sent it to the HR. Any easy way automate this process? What id like is to send a mai lcontaining the excel sheet, the emlpoyees fill it and the data tranfers to a excel sheet...
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Oct 30, 2007
I am a teacher and my department uses Excel for grades. We need to be able to print grade reports for students. We currently use a mail merge to do this, but some teachers are having a hard time with this process. They don't seem to understand using the two programs together.
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Jun 10, 2014
I want to do a mail merge from a pivot table. The pivot looks like this (bit simplified ;-) :
Name JanFebMar
Joe $12 $23 $34
joe(a)test.com $12 $23 $34
Frank $45 $56 $67
frank(a)test.com $45 $56 $67
Alex $78 $89 $90
alex(a)test.com $78 $89 $90
Created with: Name and e-mail as row items, months as columns and cost as values.
In the e-mail I want to address the person by his name and use the right e-mail address to send it. So ideally (I think) the pivot should look like this (e-mail address in the column next to the name instead of under the name):
Name e-mail JanFebMar
Joe joe(a)test.com $12 $23 $34
Frank frank(a)test.com $45 $56 $67
Alex alex(a)test.com $78 $89 $90
Now the problem is that I can't place e-mail in the column section of the pivot... Instead of placing the e-mail addresses vertical beside the name they are place horizontal...
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Jul 28, 2008
I have a sheet of 2000 rows. What I want to do is merge the information into a word document with 8 rows of information on each sheet. These will then be printed and guillotined. what I want is to have the information for the second row to appear under the first one and so in position 9 and the third under that in position 17 and so on so I can just stack the piles up and they will be in order rather than having to sort them all into order. I do not know if there is anyway of tell word what oder to put the records in or if I will have to use a formula in excel.
If I have to do it using excel I need to be able to have a separate column which i can sort and it will then be in the right order for the merge. The first row will be 1 then 9 then 17 (adding 8 each time) up to row 50. Then row 51 is 2, 52 is 10, 52 is 11 up to 100. Then row 101 is 3, 102 is 11 and so on and so on.
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Jan 1, 2008
I am doing a mail merge and one of my columns is an interest rate. It appears normal in my spread sheet but when I do the mail merge some of the number are extending about ten digits, for example, on my spreadsheet it is 5.75, on the mail merge it would be 5.759999999. It appears to be totally random.
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Aug 14, 2009
I've succesfully managed to get the mail merge functioning from within Excel at the press of a button. I had a problem initially Word not shutting down properly but have solved this.
The problem I have now is that after the merge has finished and the spreadsheet is saved/closed and Excel is closed, the process tab in Task Manager says that Excel is still running. I found other instances on the net in other forums of people having a similar issue but alas no solutions. The full code for the procedure is below:
Private Sub cbMerge_Click()
Dim wrd As Word.Application
Dim mydoc As Word.Document
Dim lastrow As Long
Set wrd = CreateObject("Word.Application")
wrd.Visible = True
Set mydoc = wrd.Documents.Open("U:TSD3-Projects11-CBRNCBRN-036-CVF HVAC Main Contract-T13212-WorkingECR FolderTESTINGEQR Test.doc")
With wrd.ActiveDocument.MailMerge
.OpenDataSource Name:= _
"U:TSD3-Projects11-CBRNCBRN-036-CVF HVAC Main Contract-T13212-WorkingECR FolderTESTINGECR Log TESTING.xls", _..................................
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Sep 9, 2009
I am looking for a way to make the data mail merge friendly for our clerical staff! The intention is to be able to create a letter to the parents listing the dates absent and unexplained.
There are currently 7 columns ; ID, Surname, First Name, Current Level, Current Form, Absence Date, Absence Code.
I have downloaded and implemented ASAP Utilities and the Transpose funcion is really useful - however it works in predetermined steps - 1, 2, 3, 4 etc rows of data are transposed, depending upon the number you select. Unfortunately there is no such pattern - each student thas a different number of unexplained absences. Some have 1 while others may have 20.
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