Mail Merge Using SharePoint online List as Data Source

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Microsoft

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 word document?

Thanks best Regards 

6 Replies

@Karim Hossam 

 

Yes, you can, but you have to create a content type to do so.

One option could be to export the list data to Excel using Export to Excel and then use the Excel file generated to create the Mail Merge
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.

@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.  

@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

 

@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