Auto-update for mail merge with file(s) closed

Steph77

Board Regular
Joined
Sep 18, 2014
Messages
119
Hey all

Did a search for this but couldn't find anything really on topic - apologies if it's been covered already somewhere.

I have piece of software that exports a csv file which I've then been using in a mail merge. Problem is something about that software changed on the last update so now it's not taking the csv file (it just gets stuck in a loop asking for the input file then giving me an error message)

I've got around that by opening the csv file each time I need to do the merge and resaving it as an xls file. The merge file then seems to accept it fine (weird right?)

What I'd like is to cut out the bit where I'm opening and resaving the csv file as I'm having to do this many times a day right now and it's really annoying and time consuming

I built an Excel file with cell links to the csv file, but this only updates when its open. Is there any way to set it so I don't have to open either the csv or the xls during the process? The only thing I can find is that I can keep the xls file open in the background and it will update when the csv changes, but there's 4 of us that have to do this mail merge and that solution isn't feasible without creating 4 versions of every word document we're merging into (one saved for each person's always open excel file)

Any advice/assistance appreciated.
 
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