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  1. #1
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    help with mailmerge from spreadsheet

    Hi all! I know this is a somewhat older post, but I am having a very similar issues and was not sure how to start my own thread. I need to send multiple rows of data from an excel file the corresponding recipient. I have tried this multiple ways and each time I "almost" get there ... but not quite.

    First attempt, I created a mail merge directory that merges all of the information for one email address. And that work perfectly ... until I went to email it, and then it broke the files back up and email one file at a time to the recipient ... resulting in an inbox overload. I have included the coding that worked for me as well as the excel file I am working from.

    Second attempt, I tried to do it directly from excel... and failed miserably.

    I have looked at the tutorial from Paul - but still don't understand. I don't want my data in a table and was not sure how to use the email merge without that option.

    Any help would be much appreciated, as I have spent more hours on this than I am willing to admit to myself!

    Thanks,
    Abby

    Word Merge Code:

    Email Merge Main Document.docxCopy of Abby.xlsx

  2. #2
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    Hi Abby,

    Have you worked through the tutorial and examples referenced in post #2 (http://windowssecrets.com/forums/sho...l=1#post902605) in this thread? There is no requirement to use a table, as the linked working examples show.

    FWIW, your field coding isn't as described in the tutorial. Perhaps the simplest way to implement it is to copy the required field construction from the tutorial into your own document, then edit the reference mergefields & layout to suit your needs.
    Last edited by macropod; 2013-11-25 at 13:15.
    Cheers,

    Paul Edstein
    [MS MVP - Word]

  3. #3
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    OK,
    After setting this project aside for a couple of weeks - I am refreshed but still not making progress.

    Goal: Take the lines from an excel sheet corresponding to each DGS, and send all lines to that person via 1 email.

    If at all possible could someone look at my excel sheet and coding to see where I am going wrong.

    The merge appears to group them, but still emails each file separately. Also, if possible how do I get rid of the page breaks between data lines?

    Thanks,
    Abby
    Attached Files Attached Files

  4. #4
    WS Lounge VIP sdckapr's Avatar
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    Your excel sheet has no coding in it. An xlsX file does not have code, it must be an xlsM or an xlsB...

    Steve

  5. #5
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    I am using the mail merge and the word file has the coding. I am not sure what you mean? My excel file only has the data that will be used in the mail merge on Word.

    I have the field codes shown (Under file, options, advanced) - so I can see the toggle. Not sure if this will help you or not.



    Thanks,
    Abby
    Last edited by abbynburns; 2013-12-11 at 10:55.

  6. #6
    WS Lounge VIP sdckapr's Avatar
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    The Word file has no code in it either (Word files with code are docM)....

    [But if this a problem with Word coding or even just Mail Merge a feature of Word, not excel you may want to post in the Word forum and not in Excel, and reference this post]

    Steve

  7. #7
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    Perhaps I am using the wrong terminology?

    I have taken a picture of the toggle on my screen - when trying to use the mail merge option and combine lines of data. I will try to post this request for help elsewhere if this is not the appropriate platform.

    Sorry and thanks,
    Abby
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  8. #8
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    Using Mail Merge to combine lines of data from excel and send to one Email

    Hi All,

    Hopefully I am posting this in the correct location. I have seen many requests similar to mine, but am still unable to figure it out. Here's the deal: I have an excel file and multiple lines of data need to be merged and sent to the corresponding person by route of one email. We don't want to send 10 emails to the same person, rather we want to combine the data and email it out - hopefully using email merge in Word. I have tried this various ways, and it appears to merge the data but still emails it out one line of data at a time.

    I have attached the excel document, the word document (which doesn't look like anything unless you go to File > Options > Advanced > and select "Show Field Codes instead of Their Values") so in addition to my word document I have attached a picture of my word document. Hopefully someone will be able to tell me where I am going wrong. I have been at this for weeks and my deadline is fast approaching. Feel free to ask for any more information that is pertinent.

    Thanks in advance,
    Abby

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    Quote Originally Posted by sdckapr View Post
    The Word file has no code in it either (Word files with code are docM)....
    The Word document is full of field coding - not macros. However, the field coding is not as per the tutorial, so one can't expect the tutorial's results. It's also set up for a direct email merge, whereas the tutorial requires a directory merge. If only people would follow the directions ...
    Cheers,

    Paul Edstein
    [MS MVP - Word]

  10. #10
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    Note: this thread has been moved from http://windowssecrets.com/forums/sho...l=1#post902600 in the excel forum.

    It appears to be more of a Word question.

    Joe

  11. #11
    WS Lounge VIP sdckapr's Avatar
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    The Word document is full of field coding - not macros
    I guess that shows my lack of knowledge of Word terminology (due to little experience with Word). When I hear "Coding" i think of macros (subroutines or functions in VBA).

    It is probably good that this was moved to Word, so that those familiar with its features can help.

    Steve

  12. #12
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    Quote Originally Posted by sdckapr View Post
    I guess that shows my lack of knowledge of Word terminology (due to little experience with Word). When I hear "Coding" i think of macros (subroutines or functions in VBA).

    It is probably good that this was moved to Word, so that those familiar with its features can help.
    It's probably a good thing too that the occasional Excel specialist gets exposed to the 'dark side'
    Cheers,

    Paul Edstein
    [MS MVP - Word]

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