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Old 05-20-2015, 07:09 AM
Marcovalkenburg Marcovalkenburg is offline Mail Merging Word by excel sheet Windows Vista Mail Merging Word by excel sheet Office 2007
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Default Mail Merging Word by excel sheet

Dear all,

I have a question about mail merging with Word. I want to send payment reminders to all my customers. So i have a excel sheet with all the information. But i need in Word a formule!!

Some debtors has more invoices outstanding. I cant send them right now one email with all the invoices. If a debtor has three outstanding invoices i have to send three email. I want to sum up the invoices if the debtors number is the same. With a total amount under all the invoices.

Can someone help me with the formule in Word, see enclosed?

I need a IF formule somewhere. I have enclosed two files. One word file for the merging. And the excel sheet.

I hope that you all can help me. if you have a question dont hesitate.
Attached Files
File Type: docx Test Office.docx (21.4 KB, 6 views)
File Type: xlsx TEST.xlsx (10.6 KB, 2 views)
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Old 05-21-2015, 01:36 AM
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gmayor gmayor is offline Mail Merging Word by excel sheet Windows 7 64bit Mail Merging Word by excel sheet Office 2010 32bit
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This is many to one mail merge. Word's mail merge is one to one. The simplest solution is to use http://www.gmayor.com/ManyToOne.htm and put the list in a table (without cell borders if you wish) to create the merge.
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Old 05-24-2015, 06:36 AM
Mandy11 Mandy11 is offline Mail Merging Word by excel sheet Windows 7 64bit Mail Merging Word by excel sheet Office 2003
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If you have a lot of data, I would suggest you create a quick pivot table and sum the invoices. Then copy and paste/special the data so you can use it for the mail merge.

This is what I did:

1.) The 1st thing I had to do to your spreadsheet was change the xBEDRAGOPEN column to numbers (it was in text format).

2.) I created the quick pivot table to sum the invoices (Pivot Table sheet)

3.) I cut and paste/special the pivot table data and then it is ready for a mail merge (Mail Merge sheet).

Hope this helps.
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Old 06-05-2015, 05:40 PM
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macropod macropod is offline Mail Merging Word by excel sheet Windows 7 64bit Mail Merging Word by excel sheet Office 2010 32bit
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Quote:
Originally Posted by Mandy11 View Post
If you have a lot of data, I would suggest you create a quick pivot table and sum the invoices. Then copy and paste/special the data so you can use it for the mail merge.
This adds a quite unnecessary manual step that is not conducive to meeting the OP's needs.

As an alternative to installing a many-to-one utility, you can also 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 at:
http://windowssecrets.com/forums/sho...merge-Tutorial
or:
http://www.gmayor.com/Zips/Catalogue%20Mailmerge.zip
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 attachments to the posts at:
https://www.msofficeforums.com/mail-...html#post23345
https://www.msofficeforums.com/mail-...html#post30327
http://windowssecrets.com/forums/sho...l=1#post928391
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