Want to move Excel data to a Word Form

Using Excel 2010 today.

I have 150+ columns and 300 rows of loan data. I need to pull certain fields (columns have unique data field names) from the Excel sheet to populate a Word form for each loan.

Do I use a Macro? A formula? How do I get those defined fields and data for each loan to the form?

I built a Word form using the Developer feature and the Rich Text box option. Is there a better option for this process?

Hi
Without seeing a copy of what you have already (without any sensitive data) it is difficult to advise.
Can you post a sample copy with clear instructions of what you need?
Tony

I provided the Excel and Word doc.

The findings category on the Word doc are back near columns EN on the Excel spreadsheet. 2010 Excel and Word are throwing me for a loop. I was looking at mail merge but it is acting like I am really going to distribute these items. It wants emails or delivery points.

A Macro or other solution would be my best solution as we will be doing a lot of this in the future.

Anything you can suggest is appreciated.

Hi
I would suggest placing your Loan Template in a Worksheet and using VLOOKUPs to return data based on the Investor Loan Number entered. See example.
Hope this helps.
Good luck.
Tony

I have several hundred of these to populate once the audit is complete. How does this solve for that? I was looking for one process to complete that step.

Hi
Your original thread appeared to deal with one Workbook which is why I suggested this approach. Can you advise how your final solution should operate so I can take a further look for you.
Are you looking for one template to access individual Loan Details from Multiple worksheets, for example you will enter a loan number and the template will search and return the loan data from the relevant worksheet?
Tony

I need each row on the attached spreadsheet to populate a form so I can print. I trimmed down the initial spreadsheet to just the fields I need to move to the Word Doc / Form. I tried Mail merge but it wants details that do not work because I am not distributing these at this time. Just need them for review.

Hi
You can use MailMerge for this exercise.
When using MailMerge select Letters as your final document, ignore any questions about recipients and when it comes to printing select Edit Individual Letters. This will create one document with one page for each record.
I have tested it and it works fine.
If you need any further help then come back to me.
Good luck.
Tony