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Mail merge from Excel data to Word template

  1. #1
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    Mail merge from Excel data to Word template

    Dear ExcelForum Friends,

    I am trying (and failing) to set up a mail merge with a Word document. I would like for the doc to take information entered in specific columns and display it in the right field. I've set up the field and the excel doc and went through the mail merge wizard's steps for setting it up but it doesn't seem to be doing what I want. I think I need to add something to the spreadsheet that ensures the doc takes the right information. Please help. I am attaching the doc and spreadsheet below.

    Thanks,
    MichaelFields TEST.Contract Entries.xlsxFields Test.Contract to Provide Legal Services.docx
    Last edited by JBeaucaire; 07-09-2013 at 09:30 PM. Reason: Corrected the title, as per Forum Rules. Please take a moment to read the forum rules, link is in the menu bar above.

  2. #2
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    Re: Mail merge from Excel data to Word template

    You need header fields in your spreadsheet - Once they are in you should be good

  3. #3
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    Re: Mail merge from Excel data to Word template

    I'm still not getting it. I must be using the wrong field name. I want the field to take the data from the right place in the excel file and insert it into the correct place in the word file. How can I do that?

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