Forum Discussion

Karim Hossam's avatar
Karim Hossam
Icon for Microsoft rankMicrosoft
Dec 04, 2019

Mail Merge Using SharePoint online List as Data Source

Hello, can I use the data in a sharepoint online  list ( inserted using powerapps) as a data source for a word file for mail merge . I mean can we add the data in list in the quick parts of the w...
SharePoint Online
Techresa's avatar
Techresa
Brass Contributor
Dec 18, 2019
Do you still need help with this? I was working with content types yesterday and remembered that you have to configure the document information panel settings within the content type to get the fields to show up in Word. I can provide more details if needed.
  • seanachim's avatar
    seanachim
    Copper Contributor
    Mar 29, 2022

    Techresa & Karim Hossam 

     

    I've struggled with this for a while as well and would appreciate any light that can be cast on the subject.

     

    I'm interested in how the content types can be used.  The alternative I've settled on is to use a MySQL Database hosted at an ISP to achieve the same results, but I would really like to use a SharePoint list because is keeps the total solution within a single environment and single framework.

  • Todd Ring's avatar
    Todd Ring
    Copper Contributor
    Jan 06, 2021

    Techresa,

    I too would like information or instructions on how to set up data types to be able to create a mail merge using SharePoint Online List data.

    Thanks

    Todd

     

    • huogas's avatar
      huogas
      Copper Contributor
      Apr 09, 2021

      Todd Ring 

      Did you get information or instructions from @Techresa (or by yourself) on how to set up data types to be able to create a mail merge using SharePoint Online List data.

       

      Thanks

      Gaston

  • Susannah_cole's avatar
    Susannah_cole
    Copper Contributor
    Dec 03, 2020

    Techresa just stumbled upon your post re this problem. I'm having trouble accessing a Sharepoint list as a data source for a mail merge (without exporting the list to excel). If you have any details for the content type solution, I'd really appreciate it. Also, I'm not very tech savvy, but neither is my office, so I am all we have right now.  

Resources