link conditional info in word based on excel list

[stijnvanhoof]

Hi




I have 2 files:

• 1 word file which is a letter to inform customers of new prices for products.
• 1 excel file with a listing of products. A single customer number is repeated on several rows depending on the number of products liked to the customer

My idea was to:

1. link the customer number from excel into the letter (getting also address etc as additional info on the letter). this is no problem.
2. I want word to "read" the customer number is fetches from excel and use this to search (vlookup?) for available products to display in the letter, linked to the customer. Here I'm stuck. Maybe my approach is wrong but I need to end up with 1 letter per customer including a varying number of products listed in the letter. So I need colums C, D and E to display in the latter based on the customer number...

Any suggestions? I tried to find some things here but without succes it seems. Dummy files attached.

Thank's a lot in advance

stijn

[macropod]

You can use Word's Catalogue/Directory Mailmerge facility for this (the terminology depends on the Word version). To see how to do so with any mailmerge data source supported by Word, check out my Microsoft Word Catalogue/Directory Mailmerge Tutorial, in the 'Sticky' thread at the top of this forum:
Microsoft Word Catalogue/Directory Mailmerge Tutorial
The tutorial covers everything from list creation to the insertion & calculation of values in multi-record tables in letters. Do read the tutorial before trying to use the mailmerge document included with it.

For some worked examples, see the attachment to the posts at:
https://www.msofficeforums.com/mail-...html#post23345
https://www.msofficeforums.com/mail-...html#post30327

Alternatively, you may want to try the Many-to-One Mail Merge add-in from Graham Mayor at: Merge Many To One