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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adding image from excel to word using mail merge

I'm using mail merge to generate a word document from an excel sheet and some cells contain images (office 2013). Is it possible to export them as well to word directly with mail merge without putting ...
isoman's user avatar
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Mail Merge comparison between fields

I have a meeting merge document which is populated from a CSV file with data entered online from a facilitator. I am unable to work out how to do multiple conditions, there are a maximum of 10 clients ...
Rose's user avatar
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Retain email subject when sending mail merge via Publisher 2010?

I am using Publisher 2010 to send a mail merge via email. I choose "Finish & Merge" and then "Send Email Messages..." and finally, after entering a Subject, hit "Send." No problem! The expected ...
Violet's user avatar
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Need to Selectively Merge Records to Different Places in a Word Directory-type Document

My company regularly creates "rosters" (or directory documents) that list contact info for people with roles for a trust fund. The rosters have a certain format -- people with an "Administrator" role ...
Alice Greene's user avatar
1 vote
1 answer
826 views

Incorporate Excel formula Names in Word Mail Merge document

I have an Excel document with numerous constants defined in Names. For example: ------------------------------------------- / Edit Name ? X \ |-------------------------...
dlh's user avatar
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Word mail merge and page breaks

Looking for a way to put a page break after a number of rows in an Excel data source for mail merge in Word - the number of rows before the page break can vary, depending on he number of records that ...
Kobus Myburgh's user avatar
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1 answer
8k views

Word 2010 - Mail Merge multiple conditions

I am attempting to get mail merge to process certain conditions eg: if mergefield spouse = 1 and mergefield lawyer = 2 and mergefield children = 3 and mergefield parent = 4 add certain text or if ...
Rose's user avatar
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2 answers
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Identifying and Replacing French Characters in Excel for Email Value

How do I identify the character é in a value and replace it with e? I am using Excel to hold data for a MailMerge. Each column represents a piece of data that is either used in the MailMerge or ...
Jon's user avatar
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Mail Merge using mutiple fields/next record

I am trying to merge the following: {MERGEFIELD Signer} Date Page 2 {MERGEFIELD Payername} {MERGEFIELD Number} {MERGEFIELD Description} {MERGEFIELD Year} PB If the client has multiple Payer names, ...
Marcy's user avatar
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Macro to merge data on to template

I am attempting to basically do a mail merge in Excel. I would like to take employee data from one Excel worksheet and populate fields on an Wxcel template. So far I have written code to open the ...
Erin's user avatar
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mail merge to separate documents with filename based on Merge field

I'm doing a mail merge from a Access database and I'd like to make many documents from the mail merge, instead of just one. I found a macro that lets me split the merged document after it's made, that ...
cricketicecream's user avatar
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How do I turn html tags in word to formatted text

I'm trying to make multiple documents using mail merge and an access database, but there is one field where in Access I have it saved as rich text. I need it as rich text because it's a single field ...
cricketicecream's user avatar
-1 votes
2 answers
4k views

Mail Merge Multiple Rows into one document

I have an excel file with different fields in each column: Field 1__ | Field 2__ | etc. F1 Item 1 | F2 Item 1 | etc. F1 Item 2 | F2 Item 2 | etc each field has a different number of items in it. ...
user385017's user avatar
1 vote
1 answer
211 views

Mail merge - Change data in source from merged document

I have an excel file with thousands of records. I want to mail merge and build a directory which I have done. The problem is when directory was built I noticed that there were some errors. I want to ...
user375354's user avatar
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5 answers
37k views

How do I stop a mail merge from adding zeros to the end of amounts of currency?

I am using an excel spreadsheet as my data source in a Word document mail merge. I have formatted the amounts in excel as currency with 2 decimal places. When I complete the merge, the amounts have ...
Lisa's user avatar
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1 answer
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How do you create a mail merge from excel in microsoft word and then overlay multiple images on top of each other

I know how to insert images into mail merge in word one at a time and have them next to each other, but I want to mail marge three images each onto a printable label. The first image is a background ...
yoshiserry's user avatar
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1k views

Mail Merge using the Data Bar Conditional Formatting

I am creating a mail merge which produces customized reports for each student. The content of the word document contains a bar which is marked off in units from the lowest possible to highest ...
Bruce's user avatar
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1 vote
2 answers
6k views

Removing carriage returns from a mail merge field in Word

I have a mail merge field called, «ADDRESSLINE2» My data is bad how do remove the carriage return from this merge field.
PriceCheaperton's user avatar
1 vote
2 answers
14k views

What should I do with the newlines in this CSV file so it will import properly into a database or spreadsheet?

I have a .csv file which was exported from a proprietary electronic health records database system. I was a subscriber to their service but upon ending my subscription this is how I get to keep my ...
Fonebone's user avatar
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2 votes
0 answers
3k views

Is there an easier way to add multiple Mail Merge fields into separate table cells?

I have to create a relatively large Microsoft Word template file that will contains a couple of hundred Mail Merge fields. Some of these are duplicate fields but that isn't too much of an issue. I ...
musefan's user avatar
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Word 2007 Merge Document - creating only one letter to recipient for multiple records

Record 1: Mary Smith, Barney Record 2: Mary Smith, Pebbles Record 3: Mary Smith , BamBam Record 4: Bill Shoe, Rocky For example, Mary Smith is listed in my database 3 times with 3 different dogs....
Gail's user avatar
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Mail Merge, Split, Protect, and E-mail Word 2013 Document

I have created the perfect form for time sheets at work. My goal was to mail merge the pages with personnel data. Then protect the document with a password so people don't accidentally change the ...
Bil1's user avatar
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1 answer
2k views

MS Word Mail Merge: Validate Data

Is it possible to implement validation rules in a Word mail merge? I want to set up the Word file so that if a given test fails, Word will take some action when attempting to complete the merge. Here'...
kad81's user avatar
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MS Publisher 2013 mail merge - date field in excel file format issue

The date field in the source Excel file is formated in long format, 23 April, 2014. But in the mail merge results from Publisher 2013 it goes to 2014-04-27 00:00:00. The format control in the ...
John Oldfield's user avatar
1 vote
5 answers
43k views

Changing a Mail Merge Word document to point to a new datasource?

I am trying to change a MSWord 2013 mail merge document so that it points to a MS SQL DB rather then the original MS Access DB which just linked to the SQL DB tables. Basically I want to remove Access ...
John S's user avatar
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How do I Mail Merge from a SQL DB to Word 2013 with a date filter?

I have a SQL database view that returns the data I need for my mail merge. This data needs to be filtered by a Date Range. i.e. >1/1/2014 and <3/1/2014 I have attempted to put it in the filter ...
John S's user avatar
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1 vote
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Merge Mail Directory

I am using Word 2010 and trying to implement into a cover letter a listing with all the recipients of the letter. I am using the Mail Merge (Mailings > Start Mail merge > Directories). The problem is, ...
user312196's user avatar
6 votes
2 answers
21k views

Microsoft word - conditional formatting in mail merge?

Is it possible to use conditional formatting in Microsoft Word 2007 Mail merge? I would like it to color the font, depending on the field value, for instance: if "Priority" field equals 1, color the ...
dstronczak's user avatar
1 vote
0 answers
516 views

Word mail merge using excel column to select layout from other documents

I have about 30 word documents. There is 1 document that is the main one setup to use for mail merge. There is a column in the recipiant list that is meant to select the document that will be used ...
Sackling's user avatar
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1 vote
2 answers
2k views

How do I split a directory when a field changes in Word 2010?

I'm creating a directory mail merge in Word 2010 using an xlsx file as the record source. One of my fields is "Manager". Most of the fields will be different on every line, but Manager will be ...
SinisterBeard's user avatar
1 vote
1 answer
675 views

How to use data contained in several related database tables for a form letter?

I want to create a form letter with LibreOffice Writer. The data is contained in a LibreOffice Base database, in several tables. I followed the guide Creating a Form Letter. It seems that I can only ...
unor's user avatar
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Mail Merge | Excel transpose or any other solution

i have an excel with 3 columns: domains, clients, email clients each client can have more than one domain. I want to mail merge all my clients to make a change in the dns. but i don't want to send 5 ...
Yehuda's user avatar
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1 answer
748 views

Suggestions to make Outlook mail merge quicker

I am using Microsoft Publisher 2007 to create Newsletters and 'Mail Merge' them to Outlook 2007. The newsletters consist mainly of images of size between 200-500KB. My contact list is around 5000, ...
Firee's user avatar
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1 vote
1 answer
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Mail Merge - Multiple Rows Into One Document

I am trying to do a Mail Merge where I have 200 Franchise Owners, with approximately 1200 staff members who have taken part in an incentive program. I need to send a letter to the Franchise Owners ...
mr mojo risin's user avatar
1 vote
1 answer
5k views

Hide mail merge fields in Microsoft Word 2010

I have a document full of merge fields that are used to display information from a spreadsheet. Sometimes we want this data to be filled manually, so we have to print the document without these fields....
vmassuchetto's user avatar
7 votes
1 answer
7k views

Word mail merge: show or hide table

I'm creating a mail merge document where I need to hide swathes of the document based on a field I have. OK. That's simple enough. {IF {MERGEFIELD My_Field} = "True" "a bunch of text ""}. But one ...
Casey's user avatar
  • 292
1 vote
2 answers
10k views

How to properly use nested conditional Mergefield in Word 2010

I want to refer two names in my condition, for example there is at least one Referral_Name and if there's a second one put the the second one, Referral_Name_2. So far I have the following nested if ...
A_Pointar's user avatar
15 votes
7 answers
131k views

Remove mail merge data source from MS Word Document

I am using Microsoft Word 2013.  I have a document that, when opened, prompts me with: Opening this document will run the following SQL command: SELECT * FROM C:\somepath\somefile.mrg Data from ...
CoolUserName's user avatar
1 vote
1 answer
2k views

How do I create a nicely formatted directory with mail merge in Microsoft Word 2007?

I am trying to create a directory with mail merge in Microsoft Word 2007 and I hit a few issues. «Forename» «Surname» «Address_Line_1» «Address_Line_2» «Address_Line_3» «Address_Line_4» «Postcode» «...
Ian Ringrose's user avatar
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1 vote
1 answer
294 views

Mail merge multiple rows

My table in excel : Joe Smith, 11-1-12, 9-10am Joe Smith, 11-1-12, 11-12pm Joe Smith, 11-2-12, 7-8am Sara Roy, 11-1-12, 9-10am Sara Roy, 11-1-12, 11-12pm Needed result which should go in mail to ...
S kumar's user avatar
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0 votes
1 answer
2k views

Using Mailmerge to sort a list by Category

I followed this support article from microsoft: http://support.microsoft.com/kb/294686/en-us#2 I seem to be missing something as the output does not list properly per city. I get a single line per ...
Ken Ingram's user avatar
0 votes
1 answer
1k views

Where is the 'Query Options' command in Word 2010?

I want to attempt a mail merge by category. Was it removed from the app?
Ken Ingram's user avatar
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1 answer
1k views

Word Print/Mail Merge: is it possible to use as datasource a master-detail structure?

i've the following excel table: User Period Value Mike Jan-March 120 Mike Apr-Jun 80 Mike Jul-Sept 100 John Jan-March 80 John ...
stighy's user avatar
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2 votes
1 answer
6k views

Inserting rows from an Excel spreadsheet as paragraphs in a Word document

I am trying to put the results of a questionnaire in a Word document. The questionnaire is completed using a web application, and the results are stored in a database. The letter needs to only ...
dangowans's user avatar
  • 1,980
0 votes
1 answer
957 views

Mail merge - show line at empty cells

I'm setting up an account list for a symposium. I'm using a simple excel document that merges to a word dokument. The word dokument is then to be printed so every user can sign his account. All the ...
Sandokan's user avatar
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1 vote
1 answer
72 views

Display text only in a merge master document (not in the resulting merged document)

I'd like to put some instructional text in a Word 2007 merge master document, but upon merging, not have the text present (or at least, not visible). The text won't print, because it is hidden, but ...
ErikE's user avatar
  • 264
1 vote
3 answers
5k views

How can I print out or copy merge fields?

I have very complicated mergefields in Word 2010, thus I would like to print out what I coded already to analyze it. However, I cannot copy and paste the pure code, because it always converts to ...
mcbetz's user avatar
  • 378
1 vote
2 answers
5k views

How to set mergefield to show long date format?

How can I make Word 2012 display German date format in mail merge? { DATE \a "dd.MM.yy" \ * MERGEFIELD } returns 15.02.2012 for today, 15. Februar 2013 however is what I want.
mcbetz's user avatar
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0 votes
2 answers
2k views

Word 2011 Envelope Mail Merge button is greyed out. Why

Steps to reproduce: Launch Word Create a New Document Display the "Mail Merge Manager" from the Tools menu Under "Select Document Type", click "Create New", select "Envelopes..." Stare in disbelief ...
NReilingh's user avatar
  • 5,777
3 votes
0 answers
3k views

Excel/Word on MAC - includepicture containing url

I have the following: A excel spreadsheet with names and url's to a QR code, each in a column of the spreadsheet. The url returns a jpeg picture of the QR code. A word doc where these names and ...
jens's user avatar
  • 141