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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, UserAccount3, 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
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, UserAccount3, 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
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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.