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04-29-2010, 12:51 PM #1WHT Addict
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- Mar 2009
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- Narnia
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- 135
Linking an Excel sheet to a Word document?
Hello,
Not really sure this is the right forum for this, but everyone here knows their stuff.
I have an excel sheet full of a list of clients, a lot of them. I also have a word document which is a letter template that I want to send to each client. I want to be able to embed the excel data in the word document for each client.
I understand how to embed in the document, but is there an easier way that it goes through my entire excel sheet updating each embed with my next client?
Please help, Thank You
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04-29-2010, 12:57 PM #2Web Hosting Industry Expert
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- Dec 2007
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- Indiana, USA
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- 19,178
What you're wanting to do is basically a Mail Merge... I don't know if there's any way to do it exactly like you want (Excel->Word) but there are mailing list programs out there that can take a list of data and merge it into a mail and send it to specific people.
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04-29-2010, 01:32 PM #3Junior Guru
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- Mar 2010
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- Minneapolis
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- 205
I'd start with exporting the excel file as a CSV so you have a format you can more readily work with. Program something up to insert the the fields you want into a document, create a new document and repeat using the client name as the key.
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04-29-2010, 03:31 PM #4Web Hosting Master
- Join Date
- Jun 2006
- Posts
- 1,767
Hi,
This is exactly what Mail Merge does. Give it a go!
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04-29-2010, 04:17 PM #5WHT Addict
- Join Date
- Mar 2009
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- Narnia
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- 135
Hello,
What about if I want this for mailable letters, that I am going to print out?
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