+ Reply to Thread
Results 1 to 2 of 2

Excel to Word email merge- need help consolidating data

  1. #1
    Registered User
    Join Date
    04-03-2019
    Location
    Michigan
    MS-Off Ver
    365
    Posts
    1

    Excel to Word email merge- need help consolidating data

    I run a weekly process at work that pulls in employee data from an excel file and generates a singular email per employee reminding them of benefit enrollment information. The benefits person at each location will receive these emails, but we're running into issues where high volume locations are receiving up to 50 emails each week. I would like to consolidate my data so each location is only receiving one email, containing a list of employees with the information they need.

    My source file has about 700 rows in it, and one of the columns is location #. I can't create a Word template for it to autofill, because each location has different number of emails each week so the number of rows would vary.

    I thought about writing my macro(that produces the final source file) to separate it by location before saving down, but a mail merge can't attach a file so there's no point in doing that.

    I might've done a bad job explaining this so I'm willing to provide clarification if needed! I just want to stop bombarding inboxes each week.

  2. #2
    Forum Expert dflak's Avatar
    Join Date
    11-24-2015
    Location
    North Carolina
    MS-Off Ver
    365
    Posts
    7,920

    Re: Excel to Word email merge- need help consolidating data

    Let me understand what you are trying to do here. You want to give each location a database that they can use to generate individual letters for employees at their sites?

    If this is the case, then each site will get an excel file with a list of their employees only (and what other information might have to "tag along") and they can all use the same Mail Template. About the only issue they would have to deal with is to connect the template to the source but if they save the excel file in the same place with the same name every time, this is a one-time event.

    We can set this up, but I'll have to see some sample data:




    Attach a sample workbook (not a picture or pasted copy). Make sure there is just enough data to demonstrate your need. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are shown, mock them up manually if necessary.

    Remember to desensitize the data.

    Click on GO ADVANCED and then scroll down to Manage Attachments to open the upload window.
    One spreadsheet to rule them all. One spreadsheet to find them. One spreadsheet to bring them all and at corporate, bind them.

    A picture is worth a thousand words, but a sample spreadsheet is more likely to be worked on.

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. [SOLVED] Excel to Word eMail Merge: Possible to suspend Send and force Preview?
    By brucemc777 in forum Word Formatting & General
    Replies: 2
    Last Post: 06-17-2016, 10:53 AM
  2. email merge with word
    By billisnice in forum Excel Formulas & Functions
    Replies: 2
    Last Post: 09-29-2015, 07:41 AM
  3. [SOLVED] Email Merge between Word and Excel
    By bigfishprf in forum Word Formatting & General
    Replies: 2
    Last Post: 03-23-2015, 03:57 PM
  4. Replies: 1
    Last Post: 12-02-2014, 06:13 AM
  5. Email merge from excel merge file using pre-saved word template
    By d_max_c in forum Excel Programming / VBA / Macros
    Replies: 0
    Last Post: 07-17-2014, 12:33 PM
  6. email merge problems Word 07
    By rwbrich in forum Word Programming / VBA / Macros
    Replies: 1
    Last Post: 03-22-2011, 07:37 AM
  7. In XP how do I merge Word doc with Excel list and email?
    By macinga in forum Excel - New Users/Basics
    Replies: 1
    Last Post: 01-12-2006, 11:45 AM

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1