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Transfering information from excel to word for mail merge

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Guest_imported

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Jan 1, 1970
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I am doing a project for colleage.
But i have a problem with my mail merge
i need to create a letter to my customers using the database in excel to get the information onto the word document.
Please help me soon as u can
 
well the first thing that you must do is create a macro that will transfer your details from excel to word and place them into a table.
then you can run mail merge from the word document and you should have no problems.
 
Paul008,

Whoa khanny6066!!!

There is no need to create any macro to perform a mail merge to Word using Excel as the data source. Word is capable of handling a number of data source type files including databases, text files, and excel spreadsheets.

What you need to do is to ensure that your data source (the Excel file) is setup properly. The first row must contain your headings and have a heading for each column. You must not have any merged cells within your data source file. Then your data should follow from row 2 on. You could also accomplish this via named ranges, but let's do it the easy way. Now save your excel file and close excel.

In Word, open up/create your letter document, save it, and choose Tools, Mail Merge to enter the Mail Merge helper. This will help you walk through the process.

Click on Create (1) and choose Mailing Letters. Choose Active Window (the letter document in the background).

Now choose Get Data (2) Open Data Source. This will open up the Open Dialog box. Go to the bottom and click the down arrow next to Files of Type and choose Microsoft Excel Worksheet. Now search for your file in the appropriate folder and click on it and choose open.

You will be prompted for using the Entire Spreadsheet or Named Range, choose Entire Spreadsheet.

Now you will be prompted to Setup Main Document as "Word found no merge fields in your document." You will now have a new toolbar with a button on it titled: Insert Mergefield. Place your cursor within the letter where you want to insert a field (like Name, Address, etc.) and click on the Insert Mergefield button. Then choose the appropriate item from the list. When formatting these items make sure to put a space, commas, etc. as necessary.

Then return to the Tools, Mail Merge menu when done, choose Option 3 Merge, Merge to New Document, Click on the Merge button and you will have a new document with the merged fields filled with the information you requested, one letter on top of another.

Hope this helps.


 
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