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Mail Merge using Word 2010 - Header source not be recognized
I am in the process of converting mail merge documents from .doc(word 2003-2007 format) to .docx format (word 2010). I open the .doc and click convert then save it as a .docx. It seems that the .docx file doesn't recognize that theres a header file anymore and instead it is using the first record in the datasource as the header and datasource. There is only one row in the datasource and the header source is in a table as suggested by microsoft.
Example: I have both versions open and go to the mail merge helper. I view the datasource in both. .Doc Owner_Name: Jon Doe Organization: Some company .Docx Jon_Doe: Jon Doe Some_Company: Some company As you can see the header file isn't being recognized correctly in the .docx. Weird part is that if I relink the header file I can preview all the data correctly. But when I save it and re-open it, it doesn't recognize the header again and the data is still screwed up. I have tried this both on a network and on my desktop and I experience the same results. Note: the header source is a doc(also tried it as a.docx) and the data source is a text file. Thanks in advance. |
#2
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Anyone have any suggestions?
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#3
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I've tried to replicate the issue, but with no luck using a word table with headers. It could be that the word document with the table has got corrupt.
Why not try copying the table from the Word document and pasting into Excel. Then copying it back to a NEW document and trying the merge again. Or using the Excel Worksheet as the mailmerge data? Another option is to upload both documents to see if it can be replicated. Should your documents contain sensitive information make a copy and change that information (replace one letter with another say). The process is the important thing here not the information. Good Luck. |
#4
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Sample document, header and data source
I have attached a sample document, header and data source below. These exhibit the symptoms I am having.
You will probably need to re-link the data-source and header since they will be in a different spot on your computer. After you do that save the document then try re-opening and see if you can preview the results. Hopefully you can provide me some information on why this is happening. Doesn't seem like it should be this difficult. |
#5
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The myheader.docx only has one row, the mail merge is looking for the header row and subsquent rows of information, which there aren't any. If I use the txt file, it only has the information and no corresponding headers.
If I convert the text to table it has 26 different columns and this is hard to read in Word due to page setup and restrictions. If you need to do this in Word I would suggest adjusting the table and the font to be small but the zoom to be big. Otherwise I would create the data source in Excel - word of warning though, sometimes the dates do not appear as you want them to so I suggested formatting those to text. I tested putting additional rows in your table to put dummy text in and had no problem with the merge. However, with only the header row it returned an error message. How you linked the txt file to be in the right columns and it worked I don't know you have me stumped on that one. Someone here will probably explain that side of it. So, my suggestion would be to to either insert your txt file into a word document and convert text to table and insert a header row at the top, or to insert additional rows in the header document and place the text in the rows with the information required. Or use Excel as your data source. Hope that helps you in someway |
#6
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I appreciate the response. Unfortunately the data source is generated by another program which can only come out as a text file. The header is only one row because it should never be seen.
To get it working with just one header row I would use the "Mail Merge Helper" and relink the header. To get that button you need to add it from the list of buttons not available on the ribbon. The part that is really weird to me is that all of this works in word 2003-2007 format. All i did was click convert. If you use a .doc for the document and header and the text file as the data-source everything should work correctly. |
#7
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Really sorry I couldn't help you, I'm sure a brain on here can though.
The only work around I can think of at the moment is to have your data source as an excel file with the headers already in place in Row 1 and use the Import Text option on the Data Table, use the wizard for the and tab delimiter and change the type (text, numbers etc) on that wizard in (Destination in Row 2). You could always copy and paste the excel worksheet into an word document if it is necessary for it to be word. |
#8
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Hi yes I am having the same problem, headers do not seem to work in the newer offices word docs, I can not seem to be able to fine how you use a single line header as used in office 2000 in office 2003 anyone help please
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#9
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I ended up getting this to work(for the most part) by calling code on the document open event.
Code:
Public Sub Document_Open() With ActiveDocument.MailMerge .MainDocumentType = wdFormLetters .OpenHeaderSource Name:="c:\mailmergetest\myheader.docx", Revert:=False, AddToRecentFiles:=False, ConfirmConversions:=False, ReadOnly:=True .OpenDataSource Name:="C:\mailmergetest\mydatasource.txt", ConfirmConversions:=False End With ActiveDocument.ActiveWindow.View.MailMergeDataView = True End Sub I believe it has to be saved as a .docm as well. In the end we stayed with the .doc format. Hope this helps you. |
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convert, mail merge problem, microsoft word 2010 |
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