Mail Merge Multiple Accounts From Excel Into a Word Document

Hello community, I have a pretty tight deadline on this in the next few days, but need your expert help.

I am trying to create a mail merge to send out to a group of over 500 recipients.

Unfortunately the data is not in an access database or anything else that is useful to me, it is in excel files.

Secondly, the excel data is structured with headings and as follows.

Fname, Lname, UserAccount1, TypeA, InvestmentAmount, Date, TypeOfInvestment, city, state, address1, address2, zip, etc.
Fname, Lname, UserAccount1, TypeB, InvestomentAmount, Date, TypeOfInvestment, city, state, address1, address2, zip, etc.
Fname, Lname, UserAccount1, TypeC, InvestmentAmount, Date, TypeOfInvestment, city, state, address1, address2, zip, etc.
Fname, Lname, UserAccount2, TypeA, InvestmentAmount, Date, TypeOfInvestment, city, state, address1, address2, zip, etc.
Fname, Lname, UserAccount2, TypeC, InvestmentAmount, Date, TypeOfInvestment, city, state, address1, address2, zip, etc.
Fname, Lname, UserAccount3, TypeC, InvestmentAmount, Date, TypeOfInvestment, city, state, address1, address2, zip, etc.
Fname, Lname, UserAccount3, TypeD, InvestmentAmount, Date, TypeOfInvestment, city, state, address1, address2, zip, etc.
Fname, Lname, Capture.JPGUserAccount3, TypeE, InvestmentAmount, Date, TypeOfInvestment, city, state, address1, address2, zip, etc.

I need to setup a mail merge that will group the following data into a single page mailing to each "account or user".

For example, using the data above, UserAccount1, would get the first 3 types of investment information. The information needs to be put into a table for ease of reading.

UserAccount2 would get a table with 2 rows of information.

Etc. Etc.

Can someone help me figure out how to do this? I dont mind purchasing a plugin either. I have searched a bunch of forums and topics on this already and the ones mentioned online are not working for me, Chris Maynerd solution isnt working and neither is the Gram guy.

Attached graphic of the Word Merge Template and how I need the document to look.

thanks
SteveAsked:
Who is Participating?
 
GrahamSkanConnect With a Mentor RetiredCommented:
Here is a copy of my comment from 2009 here: https://www.experts-exchange.com/questions/24812540/Mail-Merge-from-Access-to-Word-where-1-Record-has-a-linked-table-with-multiple-Records.html


Mailmerge doesn't cater for one-to-many or hierarchical recordsets. I would put it high on the list of candidates for Word improvements.

There are a number of ways of achieving it, and the best depends on the circumstances, the exact requirements and the available skill level.

You might find it easiest to use an Access report and export it to Word.

For myself, I would do it all in VBA. There are a couple of techniques that do not use VBA.

If you have a limited number of subsidiary items, you can arrange your datasource so that each item has its own field.
e.g.

Forename, Surname, address1, address2, postcode, item1, item2, item3, item4,... itemN.

Another is to use Word Fields IF and MERGESEQ
http://support.microsoft.com/kb/294686/

Here are four approaches that use VBA.

This one uses VBA (in Access, but it could be in Word)  to create an individual document per customer.
http://www.experts-exchange.com/Applications/MS_Office/Word/Q_21090605.html

This talks about hooking into the  MailMergeAfterRecordMerge event to create a recordset for each customer's orders.
http://www.experts-exchange.com/Applications/MS_Office/Word/Q_21478463.html

Here VBA is used to split a single-table merge output into individual tables.
http://www.experts-exchange.com/Applications/MS_Office/Word/Q_21633674.html

This one is a Directory type merge to a Word table. The datasource is a flat file or the result of a one-to-many query. The merge fields are set up in the Word table to receive the 'many' data.

The MailMergeBeforeRecordMerge event is used to look for a change of data in the One table. It then starts a new document Section, saves the data from the one side fields using Word VBA techniques, and carries on until the next change.
http://www.experts-exchange.com/Applications/MS_Office/Word/Q_21669663.html
"
0
 
Chinmay PatelEnterprise ArchitectCommented:
Hi Steve,

I have two questions
1. Can you send a sample file with say 10 records. You can send fake data.
2. What is your deadline?

Regards,
Chinmay.
0
Question has a verified solution.

Are you are experiencing a similar issue? Get a personalized answer when you ask a related question.

Have a better answer? Share it in a comment.

All Courses

From novice to tech pro — start learning today.