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Can anyone hold my hand through doing a mail merge?

7 replies

misshardbroom · 21/01/2010 08:54

Please could anybody talk me through doing this, preferably in words of one syllable?

I have an Excel spreadsheet which contains children's names and details of their nursery sessions, i.e. number of sessions per week, cost per session, number of weeks this term, total fees due.

I need to do some sort of clever mail merge to create a separate invoice for each child. The template for the invoice is in Word (but it doesn't have to stay there if it would be simpler to do it in a different application).

Would anybody be able to give me instructions of how to do this, so I can then print off a sheaf of invoices?

I have an unprecedented number of them this term and I can't face doing each one manually, I just can't!

OP posts:
misshardbroom · 21/01/2010 09:10

nobody?

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Tee2072 · 21/01/2010 09:12

Word can actually talk you through it!

Go to: Tools - Letters and Mailings - Mail Merge Wizard

When you get to 'Select Recipients' choose 'Browse' under 'use an existing list' and find your excel spreadsheet.

When you get to 'Write Your Letter' select 'more items'. It will show you a list of your Excel headings. Insert them into the word doc.

And that should be you!

misshardbroom · 21/01/2010 09:21

yay!

Thank you so much.

Will come back and pester you some more when if it goes wrong.

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misshardbroom · 21/01/2010 09:26

slight problem.

I haven't got 'Letters and Mailings' in my Tools menu. I have 'Letter Wizard' or 'Data Merge Manager'.

It's Word 2004 for Mac, if that helps.

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Tee2072 · 21/01/2010 09:28

Oh gosh, didn't know you were using a Mac.

I would try Letter Wizard first!

EssenceOfJack · 21/01/2010 09:33

Good luck, I've been there

misshardbroom · 21/01/2010 09:42

I've done it

So ridiculously pleased! Has saved me literally hours of work.

Thanks for help (and sympathy!)

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