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Old 10-12-2014, 02:40 PM
Queenofmycastle Queenofmycastle is offline Can I do an automated mail merge with Excel, Word, and Publisher? Windows 8 Can I do an automated mail merge with Excel, Word, and Publisher? Office 2013
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Can I do an automated mail merge with Excel, Word, and Publisher?
 
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I provide 4 hour Parenting Classes for people in custody disputes. For years I have maintained three separate files. I keep a list in Excel that includes the Persons Name and attendance date. I have a letter in Word that the name and attendance date is the only change a certificate in Publisher with the same changes. I would like to simplify this all into one file? All help appreciated!
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Old 10-12-2014, 03:23 PM
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macropod macropod is offline Can I do an automated mail merge with Excel, Word, and Publisher? Windows 7 64bit Can I do an automated mail merge with Excel, Word, and Publisher? Office 2010 32bit
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Whether mailmerge, which both Word and Publisher support, would be of benefit really depends on:
(a) how many letters and certificates at a time you are producing; and
(b) how your Excel data are organised.
Mailmerges are designed for mass-production and really don't offer much benefit for the processing of only a few records at a time.

To be useful as a mailmerge data source, your Excel workbook would have to be set up in a table format, with separate columns for each of the elements needed for the mailmerges (e.g. dates, honorifics, given names/initials, surnames, street addresses, localities, zip/postal codes, state, etc.) and with all elements for a given record on the same row.

And, rather than using separate Word and Publisher files, you should consider whether either of those programs can do the job on their own. It might be possible, for example, to save the Publisher file in Word format, so you can incorporate the certificates into the same document that produces the letters. The converse might also be true.

You'll necessarily end up with at least two files, one being the Excel data source but, depending on your requirements and the data structure, you may not need to do any typing in the mailmerge main document.
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Old 10-12-2014, 05:02 PM
Queenofmycastle Queenofmycastle is offline Can I do an automated mail merge with Excel, Word, and Publisher? Windows 8 Can I do an automated mail merge with Excel, Word, and Publisher? Office 2013
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That you might could save a publisher file as a word file! I'm going to check it out right now. would it be possible for the publisher file to be a sheet in the excel file?
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Old 10-12-2014, 05:31 PM
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macropod macropod is offline Can I do an automated mail merge with Excel, Word, and Publisher? Windows 7 64bit Can I do an automated mail merge with Excel, Word, and Publisher? Office 2010 32bit
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Quote:
Originally Posted by Queenofmycastle View Post
would it be possible for the publisher file to be a sheet in the excel file?
No. As I said, the files need to be separate.
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Old 10-12-2014, 10:23 PM
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gmayor gmayor is offline Can I do an automated mail merge with Excel, Word, and Publisher? Windows 7 64bit Can I do an automated mail merge with Excel, Word, and Publisher? Office 2010 32bit
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The files need to be separate i.e the data in Excel the documents in Word or Publisher (Word will provide more functionalty - Publisher makes the production of stylish documents simpler). The documents can be connected seamlessly to the data.

If you can reproduce the certificate design in Word I would do so. You can then either use a VBA userform to read the data into a combo box or list box and select the record(s) to be processed, or use mail merge, but as Paul says, they will be separate documents.

See http://www.gmayor.com/Userform.htm and for a more in depth explanation, see http://gregmaxey.com/Create_and_employ_a_UserForm.htm
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