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Data Transfer from Excel file to mail merge word file

sambit

Member
Sir,
I have a data sheet in Excel file. where I have maintain Invoice details vendor wise.
i have a word file using mail merge.

i want to fetch relevant data related to vendor name wise.

while i change vendor name, the related data extract from excel file.

Example file attached
1. Data File (excel file )
2. Mail Merge word file (word file)
 

Attachments

macropod

Member
You can use Word's Catalogue/Directory Mailmerge facility for this (the terminology depends on the Word version). To see how to do so with any mailmerge data source supported by Word, check out my Microsoft Word Catalogue/Directory Mailmerge Tutorial at:
https://www.msofficeforums.com/mail-merge/38721-microsoft-word-catalogue-directory-mailmerge-tutorial.html
or:
http://www.gmayor.com/Zips/Catalogue Mailmerge.zip
The tutorial covers everything from list creation to the insertion & calculation of values in multi-record tables in letters. Do read the tutorial before trying to use the mailmerge document included with it.

Depending on what you're trying to achieve, the field coding for this can be complex. However, since the tutorial document includes working field codes for all of its examples, most of the hard work has already been done for you - you should be able to do little more than copy/paste the relevant field codes into your own mailmerge main document, substitute/insert your own field names and adjust the formatting to get the results you desire. For some worked examples, see the attachments to the posts at:
https://www.msofficeforums.com/mail-merge/9180-mail-merge-duplicate-names-but-different-dollar.html#post23345
https://www.msofficeforums.com/mail-merge/11436-access-word-creating-list-multiple-records.html#post30327

Another option would be to use a DATABASE field in a normal ‘letter’ mailmerge main document and a macro to drive the process. An outline of this approach can be found at:
https://answers.microsoft.com/en-us/office/forum/office_2010-word/many-to-one-email-merge-using-tables/8bce1798-fbe8-41f9-a121-1996c14dca5d
Conversely, if you're using a relational database or, Excel workbook with a separate table with just a single instance of each of the grouping criteria (e.g. vendor code or vendor name), a DATABASE field in a normal ‘letter’ mailmerge main document could be used without the need for a macro. An outline of this approach can be found at:
https://answers.microsoft.com/en-us/msoffice/forum/msoffice_word-mso_winother-mso_2010/mail-merge-to-a-word-table-on-a-single-page/4edb4654-27e0-47d2-bd5f-8642e46fa103
For some working examples, see:
https://www.msofficeforums.com/mail-merge/37844-mail-merge-using-one-excel-file-multiple.html
https://www.msofficeforums.com/mail-merge/45044-using-mailmerge-include-grouped-information-letter-2.html#post151706
https://www.excelforum.com/excel-general/1273421-merge-excel-list-into-word-receipt.html#post5110813
(the second of these uses a macro to apply some additional formatting).

The DATABASE field can even be used without recourse to a mailmerge. An example of such usage can be found at: https://www.msofficeforums.com/mail-merge/21847-mail-merge-into-different-coloumns.html#post67097

Alternatively, you may want to try one of the Many-to-One Mail Merge add-ins, from:
Graham Mayor at https://www.gmayor.com/ManyToOne.htm ; or
Doug Robbins at https://onedrive.live.com/?cid=5AEDCB43615E886B&id=5AEDCB43615E886B!566
 
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