Mail Merge without Word

[Adam Bailey]

Hello,

I have a form in an Excel document and a list of people in another. I need
to do a mail merge from the list into the form. There's no Data Merge
Manager in Excel.

Is there a way to do this?

Thanks!


-Adam

 

[Michael Vilain]

Hello,

I have a form in an Excel document and a list of people in another. I need
to do a mail merge from the list into the form. There's no Data Merge
Manager in Excel.

Is there a way to do this?

Thanks!


-Adam

Simple. You can't. The function of "Mail Merge" isn't available within
Excel as you've seen.

Alternately, you can write a program (C, Perl script, or whatever) to
read both files and do the merge, emulating the function of Word's mail
merge, but you'll have to know how to read, parse, and output the Excel
file format. You'll also have to figure out how to output the
result--ASCII text, Word RTF format, or something else.

Change to a tool that offers the features you need.

 

[Jim Gordon MVP]

Hi Adam,

There are two approaches to solving this problem. Michael has pointed
out the productivity "get it done" solution, which is to use Word's data
merge manager to accomplish the merge.

However, if you are looking for some learning excercises you could
create a Macro in Excel to cycle through your list and use an
appropriate function such as vlookup or index. This approach would take
considerably more time and effort than copying your form to Word, but
would result in greater knowledge of Excel.

-Jim