MERGESEQ using data from Excel

Question

HI,

This would be my first post so go easy if this is a silly question! i also apologize if i have uploaded this to the wrong place, i have uploaded to the word Sub but had no joy.

I currently have a working mailmerge but would like to speed it up.

in my data record (Which i am pulling from excel) there can be multiple records for the same individual, this means once the merge is finished, they will receive multiple emails whereas i would like each individual to receive only one. there may be a list of 100 records but only 10 recipients.

i have found articles referring to MERGESEQ but i have not have much joy.

I have sorted the table alphabetically and also labelled the headers correctly. I would like the "Salesperson" column to be the "key".

I have uploaded my code in mail merge and my table headers and hope that someone can help me! i have been tinkering for AGES! I am open to other suggestions to get the result i am looking for?

Table Headers - http://imgur.com/29qMjyr&nSfV8XC#1

MERGESEQ - http://imgur.com/29qMjyr&nSfV8XC

When i merge the above MERGESEQ code, the output is simply "Hi,"

This is my currently working Merge:

http://imgur.com/8KJQoaS

Answer 1

Use the Many to One utility on my Merge Tools Add-in.

You can download the MergeTools – 20140218.dotm Add-in that I created from the following page of my One Drive:

http://bit.ly/1hduSCB

The MergeTools – 20140218.dotm file needs to be saved in the Word Startup folder.

In Windows 7, 8 or 8.1 the default location for that folder is

C:\Users[User Name]\AppData\Roaming\Microsoft\Word\STARTUP

If you do not see the AppData folder: - In Windows 7, - In Windows Explorer, click on the Organize drop down and then on Folder and search options and in the Folder Options dialog, go to the View tab and select the item "Show hidden files, folders, and drives".  While there, it is a good idea to uncheck the box of "Hide extensions for known file types". In Windows 8 and 8.1, in the File Explorer, click on Options on the View tab of the ribbon and then on the View tab in the dialog that appears and select the item "Show hidden files, folders, and drives".  While there, it is a good idea to uncheck the box of "Hide extensions for known file types".

When that has been done and Word is started\re-started, the tab shown below will be added to the Ribbon:

The requirements for using the system are:

1. The mail merge main document must be of the Letter type, though that does not mean that the output cannot be sent as an e-mail message.
2. The data source must be in the form of an Excel worksheet and that worksheet must be the first sheet in the Excel workbook. If the data is on some other sheet, you can easily move that sheet so that it is the first sheet in the workbook by clicking on the sheet tab and dragging it to the left.
3. The field names must be in the first row of the worksheet and there must be a field name in all of the cells in that row that are within the range of columns that contain the data.
4. The field names must contain only alphanumeric characters (No @,#,$,%,&,(,), etc) and the field names must not start with a numeric character (0-9).
5. The data must start in the second row of the worksheet and there should be no empty rows within the range of data that is to be processed.

You may also want to download:

1. the Merging with Attachments document that is also on that page which explains how the system is used.  It is not actually necessary to have separate attachments as the facility can be used to send just the documents created by the merge itself as attachments, either as the body of the message itself or in the form of Word files or .pdf files.
2. the Mail Merging with Charts document that is also on that page.  That document explains how you must set up the Excel Data Source and the Mail Merge Main document to be able to execute a merge with a Chart that is unique to each record in the data source.
3. the Using the Many to One Facility document that describes how to use that facility.

Answer 2

Sorry,

I will not work on a Mac because Word on a Mac does not contain the necessary VBA support

Answer 3

Hi,

I use Office for MAC, can you guide on how I can use it there ?

regards,

Kaushik