Import data from excel

Discussion in 'Word' started by Adrian007, Sep 12, 2016.

  1. Adrian007

    Adrian007

    Joined:
    Sep 12, 2016
    Messages:
    1
    Likes Received:
    0
    Hello office community and thank you for letting me in.Without further introduction,here's my problem. A small recruitment company (5 ladies) has asked me for help in automatising their workflow, which currently is a slow and painful process.Basically what they have now is an excel "database" which contains personal data for the people that are to be employed.For these people,due to the beureucracy there is a tremendous amount of paperwork to be done before being actually employed (they have to have numerous documents completed by the company,documents which have to be stamped/authorised by both the Romanian and German authorities (the firm looks for people for agriculture work in Germany,recruiting them from romania). What I want to to, is to turn those documents into templates with fillable forms and make word populate them ,for example populate the name field with data from the name column in excel, the marital status field from the marital status column and so on. The question is ,is this possible? If so,how? Before commenting, I looked for solutions myself, and I found mail merge to be something, from your experience,is this the way to go or should I use another solution?Thank you.
     
    Adrian007, Sep 12, 2016
    #1
    1. Advertisements

  2. Adrian007

    macropod Microsoft MVP

    Joined:
    Mar 2, 2012
    Messages:
    269
    Likes Received:
    21
    Your problem outline suggests mailmerge would probably be the most appropriate tool to use. A mailmerge can be used to process a single record, or thousands of records. A macro-driven mailmerge can even save the output as a separate file for each record. For the mailmerge basics, see:
    https://support.microsoft.com/en-us/kb/294683
    https://support.office.com/en-us/ar...nvelopes-f488ed5b-b849-4c11-9cff-932c49474705?
    https://support.office.com/en-us/ar...eadsheet-858C7D7F-5CC0-4BA1-9A7B-0A948FA3D7D3
    Once you've created the mailmerge main document, it's a simple matter to save it so it's available for generating subsequent letters.
    See also: http://www.msofficeforums.com/mail-merge/21803-mailmerge-tips-tricks.html
    That page has many useful mailmerge tips on how to format the mergefield outputs, plus macros for generating individual output files and/or splitting a single output file.
     
    macropod, Sep 13, 2016
    #2
    1. Advertisements

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments (here). After that, you can post your question and our members will help you out.
Similar Threads
  1. Declan Colman

    Merge SharePoint Data to Word

    Declan Colman, Jun 5, 2012, in forum: Word
    Replies:
    2
    Views:
    762
    Declan Colman
    Jun 9, 2012
  2. Declan Colman
    Replies:
    0
    Views:
    620
    Declan Colman
    Jun 27, 2012
  3. robsanders

    Formatting data from excel sheet

    robsanders, Jun 4, 2014, in forum: Word
    Replies:
    2
    Views:
    849
    kate12402
    Jun 10, 2014
  4. John9210

    Macro to import styles

    John9210, Feb 4, 2015, in forum: Word
    Replies:
    0
    Views:
    411
    John9210
    Feb 4, 2015
  5. gerimo
    Replies:
    0
    Views:
    306
    gerimo
    Feb 19, 2015
  6. user03
    Replies:
    0
    Views:
    281
    user03
    Jan 27, 2016
  7. BOBJ

    PRINTING ONLY FILLED DATA

    BOBJ, Jan 27, 2016, in forum: Word
    Replies:
    0
    Views:
    265
  8. jeverett1
    Replies:
    1
    Views:
    330
    macropod
    Jun 11, 2016
Loading...