Push Excel Data to a Mail Merge Word Document

bmhumphries

New Member
Joined
Mar 2, 2009
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26
I see quite a few questions out here about mail merge but not many responses. I don't know if this can be done but. . .

I have an Excel workbook that is a template used by many coworkers. For each new project it is opened and saved as a new, separate document.

On a worksheet, I pull different pieces of data from various other worksheets and assemble it into fields that are used as mail merge data that gets pulled into a report for upper management. (Don't ask why, but it is required to be in Word).

I have created a mail merge document in Word, and from Word I can go through the steps to tell Word where the data is and have the mail merge fields updated with the information in Excel.


What I wish to do is, in the Excel template, to have a button which opens the Word document and "pushes" the data to the mail merge fields all from Excel rather than have the user have to go through the steps from Word to link the data and perform the mail merge.

Does that make sense? Can it be done? Does anyone know how?
 

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