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

  1. Open your Excel file and select the data you want to merge.
  2. Go to the "Data" tab in the ribbon and click on "From Table" to convert the data to a table.
  3. Open Microsoft Word and create a new document.
  4. Go to the "Mailings" tab in the ribbon and click on "Select Recipients" to select the data from your Excel file.
  5. Click on "Finish & Merge" to merge the data with the document.
  6. Choose "PDF" as the output format and select a location to save the file.

Method 2: Using Excel's Built-in PDF Feature

  1. Open your Excel file and select the data you want to merge.
  2. Go to the "File" menu and click on "Save As".
  3. In the "Save As" dialog box, select "PDF" as the file type.
  4. Click on the "Options" button and select "Mail Merge" as the PDF creation method.
  5. Choose the template you want to use (e.g., a blank PDF) and select the data range you want to merge.
  6. Click "Save" to create the PDF file.

Method 3: Using a Third-Party Add-in

  1. Install a third-party add-in like "DocRpt" or "Excel2PDF" that allows you to merge Excel data with a PDF template.
  2. Create a PDF template with placeholders for the data you want to merge.
  3. Open your Excel file and select the data you want to merge.
  4. Use the add-in to merge the data with the PDF template.
  5. Save the resulting PDF file.

Method 4: Using VBA Macro

  1. Open your Excel file and create a new module by going to "Developer" tab > "Visual Basic" or by pressing "Alt + F11".
  2. 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.
  3. 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.