Auto mail merge from excel to pdf
A common task!
There are several ways to perform an auto mail merge from Excel to PDF. Here are a few methods:
Method 1: Using Microsoft Word
- Open your Excel file and select the data you want to merge.
- Go to the "Data" tab in the ribbon and click on "From Table" to convert the data to a table.
- Open Microsoft Word and create a new document.
- Go to the "Mailings" tab in the ribbon and click on "Select Recipients" to select the data from your Excel file.
- Click on "Finish & Merge" to merge the data with the document.
- Choose "PDF" as the output format and select a location to save the file.
Method 2: Using Excel's Built-in PDF Feature
- Open your Excel file and select the data you want to merge.
- Go to the "File" menu and click on "Save As".
- In the "Save As" dialog box, select "PDF" as the file type.
- Click on the "Options" button and select "Mail Merge" as the PDF creation method.
- Choose the template you want to use (e.g., a blank PDF) and select the data range you want to merge.
- Click "Save" to create the PDF file.
Method 3: Using a Third-Party Add-in
- Install a third-party add-in like "DocRpt" or "Excel2PDF" that allows you to merge Excel data with a PDF template.
- Create a PDF template with placeholders for the data you want to merge.
- Open your Excel file and select the data you want to merge.
- Use the add-in to merge the data with the PDF template.
- Save the resulting PDF file.
Method 4: Using VBA Macro
- Open your Excel file and create a new module by going to "Developer" tab > "Visual Basic" or by pressing "Alt + F11".
- Write a VBA macro that uses the "Word.Application" object to create a new Word document, merge the data, and save it as a PDF file.
- Run the macro to perform the mail merge.
Here's an example VBA code to get you started:
Sub MailMergeToPDF()
Dim wdApp As Object
Dim wdDoc As Object
Dim pdfFile As String
Set wdApp = CreateObject("Word.Application")
Set wdDoc = wdApp.Documents.Add
wdDoc.MailMerge.OpenDataSource "C:\Path\To\Your\Excel\File.xlsx", _
wdOpenFormatExcel, _
wdOpenFormatExcel
wdDoc.MailMerge.Execute
pdfFile = "C:\Path\To\Save\Your\PDF\File.pdf"
wdDoc.ExportAsFixedFormat Type:=wdExportFormatPDF, _
Filename:=pdfFile, _
Quality:=wdExportFormatPDFDefault
wdApp.Quit
Set wdApp = Nothing
Set wdDoc = Nothing
End Sub
Note: You'll need to adjust the code to match your specific file paths and data ranges.
These are just a few methods to perform an auto mail merge from Excel to PDF. Choose the one that best fits your needs and skill level.