Mail Merge Tables
Office app (add-in) for Microsoft Word
Office app (add-in) for Microsoft Word
Mail Merge Tables is an app for Microsoft Word available in the office store. It allows mail merges to be based on data that is in a one to many format. Have you ever wished you could include a table of data related to each individual letter in your mail merge? Well now you can. Simply point Word at your header data as usual, then point Mail Merge Tables at your line data.
The best way to get started is to watch the short (3 minute) demonstration video. A detailed walkthrough is also available below. All the files used in the video/walkthrough are available for download.
Download the following 3 demo files to your device (or prepare your own).
When you open the document you will need to relink it to the InvoiceHeader.csv file you downloaded.
Insert the merge field that the app will use to link the two sets of data. It must be present in both csv files. In this example it is the Invoice Number. Position the linking field where you want your table to be located. In the demo document you downloaded the field is already inserted for you.
On the word menu go to Insert > My Apps > Mail Merge Tables
Select the linking field using your mouse or the shift and arrow keys. It is not enough to simply click on the field.
This will open a browse box allowing you to browse to the location of the InvoiceLines.csv file. The app will then insert a table for you. The structure of the table will be based on the columns in the csv file.
Now format the table as you wish. You can design the Mail Merge Table in exactly the same way as you would a normal Word table. See the relevant FAQ for more details.
You can save the Mail Merge Table template, to re-use it another time (Word menu: File / Save).
Now run the normal Word mail merge as you usually would, this will fill your document with header data from InvoiceHeader.csv
Re-open Mail Merge Tables. Office apps are attached to a document. Because the Word mail merge has just created a new document (the Word mail merge result) it is necessary to re-open the app.
Before you click the 'Fill Table...' button, make sure you have selected the entire document (Word menu: Home > Select > Select All). When you click the button you will be asked to browse to the InvoiceLines.csv file. This time the app uses the file to fill the tables with data.
Yes. This happens automatically based on your lines data. In the example above one coffee shop has 2 invoice lines, and another 4.
The table can be styled and formatted as any other table in Word can be.
You can -
Yes, simply add the formula, e.g.: a total. Once the tables are populated with data you need to deselect and reselect the entire document and press F9 to allow Word to re-calculate the formula.
Your header data can use any file format that Word supports (Excel, csv, txt, etc). The lines data (that fills the tables) must be in csv file format.
Csv stands for Comma Seperated Values. They are text files that most software can use to import or export data. You can create and edit csv files using Excel spreadhseets: File / Save As / Save as type CSV (MS-DOS) .*csv
The hashes get replaced with your data in the Fill Tables step. They are used as placeholders and indicate approximate column widths. Please do not delete them.
Yes, you can have as many tables as you like.
Each table must be powered by it's own csv file. Each table must have a unique field name that is also in the header data. For example, you may wish to display invoice lines in one table and special offers in another.
To achieve this you need three csv files:
No, not currently. Please use the Edit Individual Documents merge option. In order to populate the tables with data Mail Merge Tables needs to edit your merge document after it is created. It cannot do this if they have beens sent direct to emails.
Mail Merge Tables is an app for Office (Office add-in). Like all the apps in the Office Store, it needs Word 2013 or above. It cannot be run in Word 2010 or an earlier version.
You can re-use it with new csv files that have the same fields, but updated data. You cannot re-use it with csv files that have a different structure.
The app never collects, stores, or transmits any data. All data is processed on your device.