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If you receive a "User-defined type not defined" error, you need to set a reference to another object library. But if you need to create some other type of document, simply choose from the options available. We chose email messages to be consistent with our example. Set a reference to other Object Libraries Once you’re there, click on the ‘Start Mail Merge’ button and select ‘E-mail Messages’. Open the VBA Editor by pressing Alt+F11 on your keyboard. In older versions look at Tools, Macro Security.Īfter you test the macro and see that it works, you can either leave macro security set to low or sign the macro. To check your macro security in any Office 2010 application and newer, go to File, Options, Trust Center and open Trust Center Settings, and change the Macro Settings. You can sign the macro when it is finished and change the macro security to notify. You could choose the option Notification for all macros, then accept it each time you restart Outlook, however, because it's somewhat hard to sneak macros into Outlook (unlike in Word and Excel), allowing all macros is safe, especially during the testing phase. The macros will not work with the top two options that disable all macros or unsigned macros. Body = Replace(.Body, "", strAcctMgrName)įirst: You need to have macro security set to the lowest setting, Enable all macros during testing. Set olItem = olApp.CreateItemFromTemplate(appdata & "\Microsoft\Templates\macro-test.oft") 'Set olItem = olApp.CreateItem(olMailItem) 'Create Mail Item and view before sending StrAcctMgrName = xlSheet.Range("F" & rCount)ĪcctMgrEmail = xlSheet.Range("G" & rCount) 'strAttachment = strAttachPath & xlSheet.Range("E" & rCount) StrFirstname = xlSheet.Range("A" & rCount) Set olApp = CreateObject("Outlook.Application")ĭo Until Trim(xlSheet.Range("A" & rCount)) = "" Set olApp = GetObject(, "Outlook.Application") StrAttachPath = enviro & "\Documents\Send\" ' you need to set a reference to Outlook Object Library (Yes, I know, I'm not creative with demo values and prefer to use Excel's features to create demo values.) The finished merge will look like the following. Everything you have created will be displayed. Create a new Writer document or open a document containing text that you want in the mail merge document. Using unique values allows us to use VBA's Replace function. To Create Your Mail Merge Document and Suck the Data in From the Data Source.
HOW TO CREATE A MAIL MERGE FROM EXCEL SPREADSHEET UPDATE
While you could use standard merge fields or bookmarks, you would need to use the Word Object Library to update the fields. It also sends the message From an address in the worksheet.Ĭreate an Outlook template, entering unique values where the merge fields would be entered.
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This macro reads values from an Excel worksheet and sends a mail merge, replacing unique values in the Outlook template with values in the worksheet.