How do I use Excel and Word for a Mail Merge?

[gkisystems]

I’m working on creating several hundred letters to notify customer’s that their price is going up.</SPAN>

I have an Excel spreadsheet with several thousand rows of data. Within each row contains the customer’s name, customer’s #, customer’s address, the item code they buy, the description of those items, the new price, the effective date of the price increase, and if S&H is included in the price or not.</SPAN>

I have a Word document (template) that is 2 pages long. The first page says:</SPAN>

“Dear Customer, your price is going up, blah blah blah. Sincerely, Us.”</SPAN>

The second page says:</SPAN>

See below for your pricing and then lists the new prices for the items they buy. It also has the customer’s name and customer number on it.</SPAN>

From a mail merge perspective, I need to link to my Excel file so the first page contains each individual customer’s name & address and so the 2^nd page contains that customer’s specific items/prices. What complicates this is that not all customers buy the same items, get the same prices, or even buy the same number of items. For example, some customers may only get a price for 3 items whereas others might get 20.</SPAN>

Any tips on how to get this done is appreciated. I asked around and so far the best answer I was given was use the Microsoft Word mail merge for the 1^st and 2^nd page to get their name and address in there, but then manually one at a time copy/paste from Excel their specific item/price information. There has got to be an easier way!</SPAN>

 

[dspel79082]

Hi GK, here is an incredible amount of information on mailing from excel. I've used several of his techniques. Very impressive, I'm sure it will have what you need.
Example Code for sending mail from Excel