Automated mailmerge using excel data

Sathishbalaraman

New Member
Joined
May 11, 2020
Messages
3
Office Version
  1. 2016
Platform
  1. Windows
Hi everyone. I have a spreadsheet that has a name, address, postal code and some figures that I need to put into a standard letter. It is just one record i.e. one person, and one set of prices that go into the letter.

So very simply I want to have a button on the spreadsheet that when you click it does the following:

1. It opens the Word document called Letter
2. It mailmerges the data into the Word Document Costs for review.

That's all I want it to do.


Please someone help with the code
 

Excel Facts

What is =ROMAN(40) in Excel?
The Roman numeral for 40 is XL. Bill "MrExcel" Jelen's 40th book was called MrExcel XL.
It is much easier to use the Mail Merge feature directly in Word using your Excel file as the source data file. It works extremely well. Just do a search for Mail Merge using Word.
 
Upvote 0
Thanks for your reply we come to knw the customer details on daily basis so we cannot prepare standard formats for all the customers at a time.
 
Upvote 0
If that is the case, if you can find a macro to do the mail merge, you would have to modify the macro to match each format each time you run it. This wouldn't be practical and would require knowledge of VBA. The Mail Merge feature in Word allows you to select the source sheet and columns containing the data so you can use it with any format.
 
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Ya I have bit knowledge abt the coding and I can understand and edit the code too

I have coded till where macro helps to open the standard word format

And after that I am not getting the code to link the data with the fields
 
Upvote 0
Unfortunately, I won't be able to help. I have seen many requests similar to yours but I don't recall any successful solutions, although there may be some around.
 
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