Forum Discussion
Using mail merge in excel without word
I'm writing a response for other users with the same goal as I've done this for clients many times--mail merge in Excel without Word can be so much more streamlined. You do need basic VBA skills though.
1) Create a mapping between the source data and the destination (template) cells. If each record has its own row in the source, for example, you could map column 1 (source name) to cell D1 (template name), column 2 (address) to cell E2 (template address), etc.
2) Select the rows in the source to merge. In VBA, iterate through each selected row.
3) In each iteration, copy every source cell to the mapped destination cell, then save the template as it's own XLS file and publish it to PDF.
Now you have an Excel file and a PDF file for each source record.
If you don't know VBA, you can hire a contractor to put this functionality into your spreadsheet without too much cost. There's a visual of the process attached and at http://wvcrest.com/xl/
Good luck!