Importing data from Excel to Word

Is this what you need? Paste W/ link but: 

https://youtu.be/rNxiu4Z6XY8?si=rrf5TEC9QVTT9tB

Normally it should refresh live, like in the video. If it doesn't, you can select the area or entire document and press F9, which refreshes the LINK (see video). 

Use \t to avoid line breaks. 

Then if you need to repeat this every month, as long as you keep the filenames exactly the same, perhaps creating TEMPLATE FOLDERS like this will help:

https://youtu.be/NJ5L1GhVq3M?si=FK_YYxa8w1ZuAr3P

Create your system, then create from the template folder, like the client 1, client 2 examples could be Month 1, month 2...

P S.: This method updates on word what you do on Excel, not the other way around.

I don't think you need this, but just in case...

If you meant a bi-directional update (if you change on word it changes on Excel), I don't think there is any method that works from Word to Excel. Just FYI, there is one for Word to Word: You can use an include text field code if you include the entire document only, not a bookmark. Perhaps you could make a "source.xlsx -> middleman.docx <-> includetext.docx" and change "middleman" from "includetext", but every time you update Excel, if you refresh F9, "middleman", then F9 "include text", Excel would be the master of all, but this could be a bi-directional workaround from word to word if you never again refresh "middleman" or the "source". 

DGDKami 

You can import data from Excel into Word as a linked OLE (Object Linking and Embedding) object so that when the Excel file changes, the Word document will update as well. To do this, you need to open the Excel source workbook and select the data you want to place in the Word file. Then press Ctrl + C or right-click and choose Copy from the drop-down menu. Open the Word destination document and position the insertion point where you want the linked Excel data to appear. Click the Home tab in the Ribbon and select the arrow below Paste. A drop-down menu appears. Select Paste Special. A dialog box will appear.

If you want to automate this process, you can use VBA (Visual Basic for Applications) to create a button in your dataset that will import data into Word from Excel. You can also use Mail Merge to auto-populate a Word document from Excel. This process involves preparing your Excel file, going to your Word document and selecting the Mailings tab from your ribbon. Then you need to select Recipients and choose Use an Existing List from the drop-down menu. A Select Data Source window will pop up where you can navigate to your Excel file and select it.

I hope this helps!