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How could i make link between excel and word?

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New Contributor

hello every one , how could i make a link between data in excel to word draft to make Customer Matches

3 Replies
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Hello @Mohamed_Ismail , it's not clear what you want to achieve. What are Customer Matches? 

 

Please explain in context with some data and maybe a screenshot, so we can see what you want to do.

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When a customer has an account balance we must match our balance with the customer balance
I want to transfer customer data such as account number, customer name and balance to a matching form in Word and do so in case of a large number of customers@Ingeborg Hawighorst 

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@Mohamed_Ismail I can't help you with such a broad question. What matching form? What data goes where? If you want a specific answer, you need to ask a much more specific question. 

 

Again, post a data sample, a screenshot, something that shows the details. 

 

Until you do that, all I can advise is to copy and paste the data from Excel to Word, or maybe use Mail Merge in Word with Excel as the data source.