Forum Discussion
How to do the Excel equivalent mail merge?
Hello, Can we do something in Excel that's similar to a mail merge in Word. I have a spreadsheet that is essentially a form letter in Excel format, contains empty fields which I want to fill with the ...
Thank you for your quick response. Mathetes!
Yes, I am familiar with Vlookup functions in Excel, and we do have a unique identifier for each row like Employer ID & Invoice #.
I am Ok with Excel or Word forms. All I need is to split 100 records from the second spreadsheet to 100 versions of the first form letter(I can do the form in word or excel. Anything works for me based on your response), each filled out with the info of a given record (or row) from the second spreadsheet.
Please give an example of how to do it (Excel or Word).
Thank you again, and I appreciate your time.
Yes, I am familiar with Vlookup functions in Excel, and we do have a unique identifier for each row like Employer ID & Invoice #.
I am Ok with Excel or Word forms. All I need is to split 100 records from the second spreadsheet to 100 versions of the first form letter(I can do the form in word or excel. Anything works for me based on your response), each filled out with the info of a given record (or row) from the second spreadsheet.
Please give an example of how to do it (Excel or Word).
Thank you again, and I appreciate your time.
Well, the main idea if you can do it in Word is to use Word's Mail Merge function, specifiying your Excel database as the source. Here are a couple of YouTube instructional videos that explain the process. They'll do better than anything I could put together on the spot.
There's a little bit of a learning curve, as is true for any such new technique, but once you've mastered how to place a few fields, I'm sure it'll go smoothly.
https://www.youtube.com/watch?v=mFqCvTOpOL0
https://www.youtube.com/watch?v=_Efb_oMgxEs