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#Mail merge from excel how to
#Mail merge from excel manual
#Mail merge from excel code

On the Mail Merge Toolbar click on Next: Complete the merge You can toggle with the arrows to each of the records. On the Mail Merge Toolbar click on Next: Preview your letters On the Mailings tab use the Insert Merge Field buttonĪfter you insert your merge field it should now look like this: Look for the TypeTo Macro commands and replace the text between the single quotes with merge fields. You are now on Step 4 of 6 (Writing your letter): On the Mail Merge Toolbar click on Next: Write your letter Scroll to the end of the list to see if there are any blank rows that have been checked and uncheck them.Ĭlick OK and it will bring you back to the Mail Merge Wizard If there is a record you do not want to import you would uncheck the box next to the item. By default all of the items will be checked. Select the sheet that has the data you want to import.Ī window will appear with all of the items. When you Browse to select a Data Source, change the file type to Excel Files On the Mail Merge Toolbar click on Next: Select Recipientsīrowse and find the excel sheet with your pricing On the Mail Merge Toolbar click on Next: Starting Document Open a blank Word document to begin the mail merge documentĬlick on the Mailings tab and Start Mail Merge by selecting the Step by Step Mail Merge Wizard. For the Price Sheet Maintenance macro the lines are as follows: Remove and save to a notepad file the first two lines of the macro – header (these will be used later).

MoveTo line 2 scrollwin ‘PriceSheetDetail_Scroll’ field ‘U Of M’ TransLinePrepare scrollwin ‘PriceSheetDetail_Scroll’ TypeTo line 1 scrollwin ‘PriceSheetDetail_Scroll’ field PriceSheetItemValue, ‘68640000’

MoveTo line 1 scrollwin ‘PriceSheetDetail_Scroll’ field PriceSheetItemValue TypeTo line 1 scrollwin ‘PriceSheetDetail_Scroll’ field ‘U Of M’, ‘EACH’ MoveTo line 1 scrollwin ‘PriceSheetDetail_Scroll’ field ‘U Of M’ TypeTo field ‘Item Number’, ‘100-00AB-100UG’ĬlickHit field ‘DDL_PriceType’ item 1 # ‘Net Price’ For a Price Sheet Detail Maintenance mail merge the file should look like this:ĬheckActiveWin dictionary ‘default’ form sopPriceSheetDetailMaintenance window sopPriceSheetDetailMaintenanceĬlickHit field ‘(L) tcsFLDL_DDLIG’ item 1 # ‘Item’ Locate the macro you just created and either open it using Word or paste it into Word from the notepad file. NOTE: you can try running this macro to ensure it works properly before creating the mail merge document.Ĭreate the Word document for the mail merge This records the steps of processing one record and will be the foundation for the mail merge macro. When you are have completed entering and saving one record go to Tools > Macro > Stop. Manually enter one record into the window and Save. When you are ready to start the macro go to Tools > Macro > Record > name the macro and save it to a folder where you can retrieve it. Open the window where you would manually input the data (in this case Inventory > Cards > Extended Pricing > Price Sheets > Price Sheet Detail Maintenance.

Delete any unused rows at the end of the document.

The item numbers must match exactly to those in Dynamics GP.

The price should be formatted to show dollars and cents WITHOUT the decimal.

Unless you’ve downloaded this list directly from Dynamics GP validate that every item number in the list exists in Dynamics Dynamics GP (the macro will stop when it encounters an item that does not exist). Prior to creating the macro prepare an excel file with a list of the Item Numbers, Unit of Measures and the Net Prices you want to import into the price sheet. This illustration applies specifically to Price Sheet Details but can be applied to nearly any window and set of data in Dynamics GP.

#Mail merge from excel how to

the ability to create a mail merge document in Wordīelow are the detailed steps on how to create a macro, create the mail merge document and run the macro.

#Mail merge from excel code

the macro (or script) that illustrates the entering and saving of one record in code format.

You will need three things to successfully import records using a mail merge macro: A macro can import hundreds of records in minutes and thousands of records in less than an hour.

#Mail merge from excel manual

Have you ever needed to import thousands of records that can’t be done using Integration Manager? And have you thought to yourself “how am I ever going to get all of this data into the system without manual entry or a SQL expert?” Well there is another option – a mail merge macro! A mail merge macro is nothing more than a script that mimics the manual entry of data repetitively until all records have been entered and saved.