Import CSV into placeholders in Word template

[Korsakov]

I am looking for a way to import spreadsheet data into placeholders in Word. So, for example the name of a person needs to be entered several times into a Word template. How will the Word placeholders logically be connected to data within an CSV, or Excel file? Thank you!

[macropod]

Hi Korsakov,

Depending on your requirements, you could do this via mailmerge or by linking the Excel & Word files.

Mailmerge is best suited to the production of letters, reports, labels, etc for multiple records at a time. Word has comprehensive tools, and a wizard to guide you through the process. Excel workbooks and CSV files are both supported.

Linking is best suited to situations where the data from particular cells in an Excel workbook needs to be reflected in a document. For this, you simply copy the Excel cell, switch to Word and use Paste Special with the 'Paste Link' option and the display format you want. You might also want to check Word's options to 'update automatic links at open' and 'update fields before printing'.