Forum Discussion
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".