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Importing data into specific fields in an Excel template from a different Excel file

Thread starter kookejar
Start date Jan 30, 2023

kookejar

New Member

Jan 30, 2023

Hello,

I have an Excel template that has a few formulas that calculate various sets of data. We manually type in the data for each member for each template and then print it to PDF to create a separate document for each member. I wanted to be able to create either another Excel file or a CSV file that contains the records for each member and import it into the Excel template to populate specific fields and create a separate document for each. What I was thinking was very similar to a mail merge.

Also, I installed the XL2BB and both Mini Sheet and Table Only are greyed out...

Any help would be greatly appreciated...

Regards,

Keith...