Merging Excel Data to Word Form

smarie123

New Member
Joined
Aug 18, 2014
Messages
36
I have an extremely large excel document with thousands and thousands of data elements.
We have project #'s and each project # has cost categories and each cost category has a rate. A particular project # can have anywhere from 50 to 200 cost categories and rates. So this one excel spreadsheet contains all project numbers and the cost categories and rates associated with them. We also have a Rate Book in Word. This is what we send to clients in order to lay out our rates and services we offer. We are trying to come up with a way to auto generate or merge the specific data from the excel sheet to certain fields in the Word form. So basically it takes the manual work out of filling in all the fields of the Rate Book and allows us to say (electronically) "Fill in all the rates for Project #000658."
Also, we're not necessarily married to the idea of keeping the form in Word, but I'd like to at least know my options for even getting this accomplished.

Thanks!
 

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