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Mail merge to Word Document

  1. #1
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    Mail merge to Word Document

    I'm trying to create a set of labels in a Word document that pull data from an Excel sheet. I've selected the data in the Excel sheet and made it into a table, which I called "zatDatabase". The table is in a sheet called "zatSheet".

    When I try to mail merge when the Excel document is closed, my only choice for a table in the sheet is:
    _xlnm#Print_Titles
    When I try to mail merge when the Excel document is open, my only choice for a table in the sheet is:
    zatSheet$Print_Titles

    In both cases, the Description, Modified, and Created fields are blank and the Mail Merge Recipients is blank -- I cannot select any recipients from the Excel document.

    I did have the Office 2010 beta installed for a time -- when I installed it I choose not to uninstall Office 2007. I have now uninstalled Office 2010 and am using Office 2007 again. Could this be the problem?

    Other than leaving the Excel document open and changing the data in it from a normal range to a table, what else am I missing, what should I do to get this mail merge to work?

  2. #2
    Forum Expert martindwilson's Avatar
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    Re: Mail merge to Word Document

    example workbook please
    "Unless otherwise stated all my comments are directed at OP"

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  3. #3
    Forum Expert shg's Avatar
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    Re: Mail merge to Word Document

    Do you have a header row above the data with labels that match the field names in Word?
    Entia non sunt multiplicanda sine necessitate

  4. #4
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    Re: Mail merge to Word Document

    I unfortunately cannot give out a copy of the workbook -- it contains people's names, addresses, and phone numbers and there are privacy concerns.

    I have a header row above the data in the Excel table and since I made the whole worksheet into one table each header cell has a little down arrow by it allowing me to more easily sort the table by ordering that column.

    I cannot match up the Excel columns with the Word mail merge fields because the Word document apparently doesn't recognize that there is any data inside the Excel document.

    Do I need some other program installed on my computer to facilitate this transfer? Would having previously installed then uninstalled Microsoft SQL server or some other program have removed something that I need?

  5. #5
    Forum Expert shg's Avatar
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    Re: Mail merge to Word Document

    ... it contains people's names, addresses, and phone numbers ...
    None of which is relevant to the problem, right? It can all be random numbers.

  6. #6
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    Re: Mail merge to Word Document

    Try this database. Hopefully I used Find/Replace enough that the contents are illegible.

    I do the following steps in Word:
    Mailings
    Select Recipients
    Use Existing List
    New Source
    ODBC DSN
    Excel Files

    --Here's the weird part, it now brings up an old Windows 3.1 style prompt to find the file.--

    So I find it, select it
    and it now says: "Unrecognized database format <full filename here>"

    External table is not in the expected format?
    Attached Files Attached Files

  7. #7
    Forum Expert shg's Avatar
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    Re: Mail merge to Word Document

    I had no problem --

    Select recipients
    Use existing list
    (Browse to and select the file)
    Select zatSheet, ticking First row of data contains headers

    Entered some fields and merged.

  8. #8
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    Thumbs up Re: Mail merge to Word Document

    I had a similar problem while trying to send out the automatic emails. I removed the worksheet name which had ' symbol (as in L1's to L1s). After saving and reopening the file, It worked seamlessly!

    Please let me know if this resolves the problem for you!

    Regards,
    Excel-Guru!

  9. #9
    Forum Expert martindwilson's Avatar
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    Re: Mail merge to Word Document

    after 3 years,what do you think?

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