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Extracting data from Excel into Word document.

Anonymous
2018-08-27T18:55:56+00:00

Hello,  part of my job is to look at a list of patrons (over 162) and write them thank you letters. The biggest time-waster when doing this is putting down their information (name, salutation, address, zip code, etc.) and was wondering if there was a quicker way to do it. Up to this point I have been copying and pasting (sometimes plain old typing) the information individually, which is a lot of back and forth (not to mention losing my place in the spreadsheet every time). Is it possible to extract the information from the Excel spreadsheet and automatically input the data into the greeting and salutation lines?

Here is the basic layout of the spreadsheet:

Last Name First Name Preferred Title Address State Zip Code
Microsoft 365 and Office | Word | For home | Windows

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DaveM121 891K Reputation points Independent Advisor
2018-08-27T19:07:52+00:00

Hi Jorge,

Word will work with Excel and do all that automatically for you, it is known as Mail Merge

Since you already have your data in Excel, you already have most of the work done

Click this link for a step by step tutorial on how to mail merge in Word:

https://support.office.com/en-us/article/use-ma...

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Anonymous
2018-08-27T19:02:01+00:00

Have you tried using mail merge with Excel as the data source? It was designed for this sort of thing. :)

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  1. DaveM121 891K Reputation points Independent Advisor
    2018-08-27T19:46:20+00:00

    Hi Jorge, Glad to Help!

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  2. Anonymous
    2018-08-27T19:33:42+00:00

    Thank you very much, I will look into this

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