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Julie_28's avatar
Julie_28
Copper Contributor
Nov 29, 2023

Word365 mail merge

Unable to use a Word table as a mail merge database with Word 365. Was able to with previous versions of Word.
  • Doug_Robbins_Word_MVP's avatar
    Doug_Robbins_Word_MVP
    Dec 05, 2023

    Julie_28 Put the data source on the local drive.

     

    I recommend that you create a new folder in the root directory of the C: drive (I suggest naming it Merge Files, but that is not essential) and put the data source into that folder and then attach it to the mail merge main document from that location.

Doug_Robbins_Word_MVP's avatar
Doug_Robbins_Word_MVP
MVP
Dec 05, 2023

Julie_28 Better to use Excel for the data source.  However do NOT use # as a field name.  User Number instead.

  • Julie_28's avatar
    Julie_28
    Copper Contributor
    Dec 05, 2023
    I have used a Word document as the data source for many years. Now with Word 365 it does not appear to work. Is this an oversight/bug in Word 365?
    • Doug_Robbins_Word_MVP's avatar
      Doug_Robbins_Word_MVP
      MVP
      Dec 05, 2023

      Julie_28 Yes, a Word document can certainly be used as a data source.

       

      Using your file with the attached mail merge main document, the attached Merged Result document was created by executing the merge.   (The first label is empty because there was nothing in those fields for the first record.

       

      The Word application used is from Microsoft 365 Apps for enterprise, Version 2311 (Build 17029.20068 Click to Run) Current Channel.

       

      Upload your mail merge main document and the real data source if ypu are still having a problem

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