I have a complex Letter template . I want to add some new customer data to my Excel data source, but the template does not include the new data, even if I save it again. It's not practical to re-create the letter template each time new customer data sets arrive.

Am I doing something wrong or is that functionality not available?

If it is not available, are there any work-arounds?

Any help would be appreciated.

Any new data you add to the data source will be available to the mailmerge main document and any new mailmerges output documents produced from it, but not to any mailmerge output documents you have already produced. Of course, if someone has defined the data source as applying to only a named range, for example, then only that range will be accessed.

__________________
Cheers,
Paul Edstein
[Fmr MS MVP - Word]

Thank you so much for your reply. It sounds like I should be able to add a new customer to my data source and create a new mail merge output document. That's promising. It sounds like I made a mistake somehow in adding the new customer data to the data source then. I did not apply a named range, and I tried putting the new data in a few different places (as the last row and as a new row in the middle of the data source) but that didn't seem to work. Any troubleshooting suggestions?

If it's an Excel data source, simply adding the new data to a new row should be sufficient for the mailmerge to 'see' it - once the workbook has been saved and you open the mailmerge main document after saving the workbook.

__________________
Cheers,
Paul Edstein
[Fmr MS MVP - Word]

Thank you! I tried this and it worked. I think my mistake yesterday might have been that I left the mail merge main document open while I saved the new data. Regardless, it worked today when I followed your instructions. Thanks!