Mail merge, and create labels, using only Microsoft® Excel® software.
Simple and easy to use
No need to know Microsoft® Word software or other programs
Merge single rows or multiple rows in each merge
Various output options including email and pdf files*
Use formulas, lookups, ‘if’ statements etc in your data and/or your merge template
Numerous advanced options
On-line help file and troubleshooting
Demo workbook with examples
FREE to try for as long as you wish with full functionality
You need just two worksheets to run a merge:
The source sheet will contain the rows of data to be merged. In row 1 you put the merge field names (eg firstname in cell A1), and below you have your data to be merged (eg John in cell A2)
The output sheet is your form or letter template, with the merge field names marked by << >> anywhere in any cells
eg cell A6 might contain "Dear <<firstname>>,".
The sheet can be named as you wish, and can contain any number of merge fields either in a formula or within text.
(For advanced merges there are special types of headers such as h.id and b.linedetail, or merge fields <<Name01>> – see help file and demo workbook for examples and explanations.)
The results can be output to:
print preview for testing
individual emails, either in the email body or as attachments (text files, Microsoft® Excel® workbooks, html files or pdf files*)
If you use Microsoft® Outlook® there are various options, and you can send the emails straight to your outbox
file(s) – individual Microsoft® Excel® workbooks, pdf* or html files, a plain text file with page breaks, or individual text files
a new workbook with each merge result on a separate worksheet
There are also a number of advanced options such as different numbers of printouts per merge, print to different printers, insert different images, selective source row merging, add a counter to each merge, and merge to different destination templates in one run, plus a whole range of options for emails if you use Microsoft® Outlook®.
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