Microsoft Office Forums - View Single Post - [Solved] Mail merge: single label set-up/template set-up/Excel import/what am I doing wrong?

macropod · 02-26-2014, 03:05 PM

Since you now have your mailmerge main document configured the way you want it, you have at least three options:
1. Open your mailmerge main document on an as required basis and change the data source. This means it will remain linked to the original data source (or whichever one you last saved it as being linked to) and you'll get an SQL prompt whenever you open it;
2. Open your mailmerge main document and answer 'no' to the SQL prompt. That restores it to being a normal document. Then whenever you want to do a mailmerge, simply attach the new data source, but don't save this document afterwards;
3. Make a copy of the existing workbook and give the copy a generic name (e.g. MailmergeSource.xlsx). Then make that the data source for the mailmerge main document. From then on, simply copy any workbooks you want to use to that generic name, then open the mailmerge main document; it won't care that it's really a different data source.

All of the above is predicated on the field names remaining the same in your data sources; if they differ, you'll largely have to start from scratch each time.