Questions tagged [mail-merge]

Use this tag for questions relating to the automatic addition of data from a database or spreadsheet to documents/letters in Microsoft Word. Mail merging is often used in order to facilitate sending similar mail to many addresses.

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mail merge if else for 4 conditions (toogle filed code)

Mail merge, if excel has the column, Summary. Cell at column summary is "both", word document should show "A and B" if cell at column summary is SS, it should show "SS price" If cell of column ...
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16 views

Word mailmerge using multiple values to insert a block of text

I am trying to check if a field has one of multiple values then output a block of text. example: IF a field has the values of MB-75 or MB-100 or MB-200 then output a block of text I thought I had it ...
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18 views

MailMerge Word with MySQL database

I try to mailmerde a word document with Word 2016. I want to connect to a MySQL database. I have a connection using odcb32 and I use it frequently for other db applications. It also works from Excel. ...
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17 views

Summary page in MS word mail merge

i want to do a mail merge for 3 day notices to vacate. I currently have a word doc that correctly creates the notices. I for each person in my excel data. I would like also to have a 'returns' page. ...
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18 views

Bulk Mail Merge

I have multiple spread-sheets, each with the same columns. I also have a Word template prepped for Mail Merge. I'd like to automatically have the merge go through each spreadsheet in a directory ...
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23 views

Highlight cells in excel based on whether text exceeds the cell boundary?

I am taking text from excel and pasting it into a fillable PDF using AutoMailMerge. In some cases I have more text than will fit into the PDF field. I've adjusted my excel cell sizes, font, and text ...
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2answers
111 views

I'm having an issue with auto-populating gendered pronouns in a form letter

I am writing a form letter in MS Word in which I am trying to have the document auto-populate all pronouns according to the gender of the subject. I have entered this code: {IF{MERGEFIELD Gender}=...
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1answer
758 views

Can't display a QR code when using Mail Merge in Microsoft Word (DISPLAYBARCODE/MERGEBARCODE)

I want to use the Mail Merge function in Word to generate name badges to a conference. (Office 365, Word as a local desktop app under Windows.) The data is supplied in an Excel file. One of the fields ...
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18 views

Can I change a mergefield in multiple documents at once?

Let's say I have {MERGEFIELD a} in a bunch of documents but need to change it to {MERGEFIELD b} (or more accurately, replace it) then save the document, is there a way to automate this? I'm talking ...
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2answers
325 views

Microsoft Excel mail merge Word - Birthday date wrong

I have been searching for hours in that issue. In my Excel Spreadsheet there is a date (birthday) in Date Format. Of course in a mail merge that would definatly be translated into text format. Meaning ...
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1answer
360 views

Dynamic Hyperlinked Images with Mail Merge for Email in Word 2016

I want to create a hyperlinked image in a mail merge for email in Outlook. The image will be the same every time, but the link will be dynamic. I can't figure out how. My existing methods involve ...
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91 views

Mail-merge multi-page document to separate PDFs

I have a multi-page Word document that I want to email to many recipients. I set-up a mail-merge link to my Excel spreadsheet, previewed the data, hit commandp to print, then chose "Save as PDF". This ...
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19 views

Is there a way to suppress a line if it is blank in mail merge?

I am trying to make a mail merge that into a letter, but when a field is blank it is making a blank line, instead of ignoring it. As the information is arranged in a certain table we want it to show ...
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26 views

Comparing Merge Fields

I am trying to do this: {IF mergefield1 Is greater than 5 and less than 2 "1" "2"} Comparing the fields to get the answer is just not working for me. Any assistance is greatly appreciated.
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2answers
404 views

How can I create a Mail Merge that sends pdfs

I'm looking to do a mail merge type application that can attach a specific pdf for each data field, i.e. so that each person gets their own pdf document, which are already created. I have used a ...
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1answer
122 views

Excel Tables by Value

I have a spreadsheet that includes student name, parent name, class and t-shirt size, with one row for each student. I would like to draw from this to create a new table, where each class is a row, ...
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34 views

Word mail merge - delete row

I have a conditional statement in a word merge - if date is after 10/01/2019, I need the cell to populate. If not, I need the row to be deleted. Easiest way?
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61 views

Microsoft Publisher Mail Merge - Formatting currency fields

After adding merge record field, I'm not getting an option to Format for certain fields. I have about 10 fields to publisher document and two of these fields cannot be formatted (Format icon is grayed ...
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1answer
17 views

Mail Merge with formatting alters data

When I perform a mail merge with no formatting (the Merge Field being "MERGEFIELD Cycle1Subject1StudentPercentage"), the answer that appears is correct "52.33" However, if I do it using a formatting ...
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88 views

Microsoft Word - Mail Merge modify a single field containing XML with XSL

I am attempting to insert a table based on XML from a datasource. I want this XML to enter as a single merge field that will be provided alongside other merge fields. I am working with the restriction ...
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1answer
331 views

Mail Merge - Adding space for response

I am working on a word document into which we are merging excel data. We need to have either a line or some space when a field is blank. The merged form will be distributed for members to review the ...
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19 views

Word Labels Mailmerge

I am trying to create a mailmerge for labels that just have First Name and Last Name. When I print the labels, there are multiple copies of the names throughout the labels. I have tried the test that ...
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1answer
527 views

Insert Mergefield conditionally based on other Mergefield - MS Word

In MS Word '16, I'm trying to insert a Mergefield based on a Mergefield, but I can't seem to get the syntax correct. { IF { MERGEFIELD A * MERGEFORMAT } = "RP2" "{ MERGEFIELD B * MERGEFORMAT }" "{ ...
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1answer
36 views

Word mail merge: Show only the Nth row of a table

How do I show only the Nth row of a table in a Word mail-merge? My template is of this format: { MERGEFIELD TableStart:widgetList } Foo: { MERGEFIELD foo } Bar: { MERGEFIELD bar } { MERGEFIELD ...
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1answer
167 views

MS Word fields for Date vs. CreateDate

I'm doing mail merge in MS Word 2016 using fields, to create letters that I mail out. The letters have a date on them representing the date I mail the letter. Rather than update that date every time,...
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1answer
38 views

Word 2010 mail merge: state a repeated field only once when populating results

I have this Excel file: exel file As you can see it's simple, only three columns: city, customer and paid. I need to create a Word file from this Excel using mail merge in the format I show in the ...
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1answer
1k views

Hide a minus symbol from a word mailmerge field

I have a word document that is using mergefields supplied by an external system so have linked a datasource to provide the mergefields. One of the mergefields required shows a balance but it pulls ...
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1answer
104 views

How can I combine \b txt and and \# formatting in Word's mailmerge?

I would like to both format a field and add text before it. This works: {MERGEFIELD m_002 \b "Dollars need for purchase:"} Producing: Dollars needed for purchase: 1250 But when I add a format ...
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1answer
164 views

Word displays mail merge data from Excel with the wrong number of digits

I'm using mail merge in Word, with the data coming from Excel. The formula for the data in Excel is number/6 and I limit it to display just one decimal number, e.g. 91.7. But in Word, it displays as ...
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1answer
14k views

Add CC recipient to mail merge Outlook 2013

I work on an IT service desk and need to send out a regular email to a number of staff however I also want to CC the support email account so the emails end up in our ticketing software. Can this be ...
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1answer
231 views

Mail merge with Word and not-an-Excel document

I know it's possible to do a mail merge with Word + Excel spreadsheet. But how is it possible to do a Word mail merge with addresses in a TXT or CSV file? Example of Word document: From : ABC ...
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1answer
4k views

Word mail merge with two records per page

I'm trying to build a mail merge that has columns from two different records on the same page, a set of cue cards for an MC of a cabaret or variety show. It could be a list of future performances for ...
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1answer
73 views

asking 2 questions for one response mail merge

So far my If statement looks like {IF {MERGEFIELD style } = "luxury" {IF MERGEFIELD type} = "house" "this is a expensive choice" {IF {MERGEFIELD type} = "flat" "This is a cheap flat" "this is cheap ...
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77 views

Converting WordPerfect files with mail-merge logic to .docx

I am working with a large number of .frm and .wpd WordPerfect files and I am trying to convert them to .docx while retaining all of the mail-merge logic. Saving the files as .docx within WordPerfect ...
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1answer
639 views

Word Mail Merge Template Set-Up

I know how to perform a mail merge from within word, but my question is, how can I create a mail merge template that I can open from an external source such as Excel and automatically map the headers ...
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1answer
132 views

MS Word mail merge function result, not function formula

I am doing mail merge in MS Word 2010 to automatically fill some forms using a MS Excel 2010 spreadsheet. Values result from an Excel function. Mail merging works, but instead of printing the function ...
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1answer
73 views

Using mailmerge to send one email to multiple recepients

I have a database with over 10,000 people in it and I want to send them a conference invitation to their emails. The problem is that the mail merge will send one email to each individual which will ...
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1answer
277 views

Can I build a Word mergefield using other fields to complete the name?

I have a list of images (one per state) that I need to pull into my template and normally use a regular mergefield e.g., {MERGEFIELD "Image_FL_09252017"}. The image name is a combination of the state ...
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1answer
896 views

Auto create file from template and use external file with user data

I would like to ask if somebody knows a way to auto-create files (save as .txt) from a template that substitutes data (maybe placeholders?) from external file. I will try to explain an example. I ...
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1answer
1k views

Batch inserting multiple mail merge fields

I have a mail merge document connected to a excel file with around 200 columns and a few hundred rows. I need to setup my mail merge document to look as follows: [code] [type] [amount] [...
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1answer
2k views

Mail Merge Field in Rotated Text in a Label

I'm trying to create a mail merge document to print labels. My problem is that some of the text needs to be rotated 90 degrees, and that rotated text needs to include a mail merge field. From ...
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39 views

During a mail merge, how to send a single email to a user instead of multiple ones?

I have a table that looks somewhat like this: User Email | Invoice Number | Company A@as.com 12 xyz A@as.com | 13 | yyy B@as.com | ...
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1answer
2k views

Changing Language of Date Field in Mail Merge

I'm running a mail merge on my laptop, set to English locale with Thai language as optional proofing language. I've managed inserting the current date in Thai format (with months written in full Thai ...
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3answers
7k views

Double Sided Flash Cards from Excel Document

I have ~3,000 word list that includes multiple definitions and multiple example sentences for each word. It's in an Excel document arranged like this: Word Translation 1 Translation 2 ...
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1answer
1k views

Concatenate to a field without using a separate field?

How can I concatenate a space to a mail merge field in Word? Ideally: The space should be part of the field The space should be omitted if the field is empty
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130 views

How to print (pdf) separate files using direct mail on microsoft word?

I'm trying to print / export using direct mail on microsoft word 2016, however I just can not export each pages to a pdf file separated. Is there any way to print / export files using direct mail on ...
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1answer
1k views

Mail merge from Excel to Word: field is formula referring to text >255 characters

I am trying to perform a mail merge from an Excel document to a Word document. The fields in the source document retrieve text from elsewhere in the Excel document. Thus, the actual fields are in fact ...
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1answer
727 views

Make a date field static after mail merge using Word

I often have to deal with mail merging (at least once a month). I use a dynamic field for inserting the Date, the problem is the dynamic field remains such even after mail merging when you save the ...
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1answer
348 views

Word 2016: How can I rename a data source file, without having to recreate the data connection?

I have a Word document, that is configured for mail merge. The data source for the mail merge, is a complicated Excel workbook, containing numerous queries and database connections. I need to rename ...
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93 views

MSword Mail Merge With a TOC

I'm attempting to make a MSWord mail merge template where there is a section that doesn't repeat with every mail merge record. I'd like the document to have a title page, and a TOC, and then merge ...