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Using Excel to export date reminders to outlook calender

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    Using Excel to export date reminders to outlook calender

    Good Morning,

    We are creating a matrix at work to record employees licenses, tickets ect all which have an expiry date. I want to know if it is possible to have excel combine with outlook to generate an automatic reminder X days out from the expiry date to obtain an updated copy of the records. I am thinking using outlook calender, having excel automatically log the date into the calender once it has been entered into the cell.

    Is this possible and if so just how difficult would be it for a some what beginner to excel.

    Kinds Regards

    Max

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    Re: Using Excel to export date reminders to outlook calender

    Hi

    If you have a list of tickets and expiry dates in excel, you could set up a macro in excel to spot the tickets that are, say, due within 5 days, and generate an outlook message to someone with the ticket's details.

    or, you could use excel to generate an outlook calendar item for each ticket, and attach an outlook reminder say 5 days out (I think - I've never actually tried this!)

    is either of these what you are after?

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    Re: Using Excel to export date reminders to outlook calender

    Quote Originally Posted by NickyC View Post
    Hi

    If you have a list of tickets and expiry dates in excel, you could set up a macro in excel to spot the tickets that are, say, due within 5 days, and generate an outlook message to someone with the ticket's details.

    or, you could use excel to generate an outlook calendar item for each ticket, and attach an outlook reminder say 5 days out (I think - I've never actually tried this!)

    is either of these what you are after?
    Thanks for the response,

    This is pretty much what I am looking for so thanks for the feedback.

    I have attached a rough idea of the spreadsheet so it will work like;

    Expiry date 7 days out a message will appear (much the same as an appointment reminder) when we open outlook. It will say First Name, Surname, Ticket Expiry reminder.

    With over 200 people working for us, managing expired tickets is a laborious tasks hence why I am looking at this avenue. If someone can give me a rough idea on how to make it integrate that would be great.

    Excel_Outlook example.xlsx

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    Re: Using Excel to export date reminders to outlook calender

    Hi

    try this macro

    the range SourceRange should be set to iclude your names, ticket info and expiry date with the expiry date in the fourth column

    in the VBA area you should click tools > references > Outlook [version #] reference file to allow excel to connect to outlook

    the macro should find all instances of tickets due within 7 days. Depending on your version, it may ask you a security question whether you want to send each macro, which is an irritation, but not too bad if you only have a few e-mails


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    Last edited by AliGW; 03-13-2017 at 05:49 AM.

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