Mail Merge - multiple Excel rows to Word table & add

[Jackson75]

Hello! I am looking to do a mail merge of multiple rows from Excel (based on the person's name) to form a table in one Word letter for each person that will list all of that person's donations for 2021 and total the dollar amount at the bottom of the table. I know how to do a basic mail merge but not with multiple rows of data. The headers in the table are: Method of Donation, Check Number, Donation Date, and Donation Amount. TIA for your help!

 

[MVPDoug]

Use the Many to One facility on my Merge Tools add-in that is contained in the MERGE TOOLS ADD-IN.zip file that you can download from the following page of my One Drive:

OneDrive

Extract the files from the archive and read the:

“READ ME – Setting up and using the Merge Tools Add-in.pdf

to see how to install and use the various tools.

 

[rette]

Hello! I am looking to do a mail merge of multiple rows from Excel (based on the person's name) to form a table in one Word letter for each person that will list all of that person's donations for 2021 and total the dollar amount at the bottom of the table. I know how to do a basic mail merge but not with multiple rows of data. The headers in the table are: Method of Donation, Check Number, Donation Date, and Donation Amount. TIA for your help!

I was wondering if you ever got this to work the way you wanted? I'm trying to do the same exact thing and am having no luck.