Mail merge excel to pdf

A classic task!

To perform a mail merge from Excel to PDF, you'll need to use a combination of Excel's built-in features and a PDF converter. Here's a step-by-step guide:

Step 1: Prepare your data in Excel

Create a table in Excel with the data you want to merge, including the fields you want to use for the merge (e.g., names, addresses, etc.).
Make sure the data is organized in a way that makes sense for your merge.

Step 2: Create a mail merge template in Word

Open Microsoft Word and create a new document.
Go to the "Mailings" tab in the ribbon.
Click on "Start Mail Merge" and select "Step-by-Step Mail Merge Wizard".
Follow the wizard to create a mail merge template. You'll need to specify the data source (Excel file), the fields you want to use, and the layout of the merged document.

Step 3: Connect Excel to Word

In Word, go to the "Mailings" tab and click on "Select Recipients".
Choose "Use an existing list" and select the Excel file containing your data.
Word will import the data and create a mail merge document.

Step 4: Merge the data

Go back to the "Mailings" tab and click on "Merge to" and then "PDF".
Choose a location to save the merged PDF files and select the PDF converter you want to use (e.g., Adobe Acrobat, PDFCreator, etc.).
Click "Merge" to create the PDF files.

Alternative method using VBA and PDF converter

If you prefer to automate the process using VBA, you can use the following code:

Sub MailMergeToPDF()
    Dim wdApp As Object
    Dim wdDoc As Object
    Dim pdfConverter As Object
    Dim excelApp As Object
    Dim excelWorkbook As Object
    Dim excelSheet As Object

    ' Set up the Word application and document
    Set wdApp = CreateObject("Word.Application")
    Set wdDoc = wdApp.Documents.Add
    wdDoc.MailMerge.Open "C:\Path\To\Your\MailMergeTemplate.dotx"

    ' Set up the Excel application and workbook
    Set excelApp = CreateObject("Excel.Application")
    Set excelWorkbook = excelApp.Workbooks.Open "C:\Path\To\Your\ExcelFile.xlsx"
    Set excelSheet = excelWorkbook.Sheets("YourSheetName")

    ' Perform the mail merge
    wdDoc.MailMerge.OpenDataSource excelSheet, "Excel 12.0 Xml;HDR=YES"
    wdDoc.MailMerge.Execute

    ' Save the merged document as a PDF
    Set pdfConverter = CreateObject("PDFCreator.PDFCreator")
    pdfConverter.CreatePDF wdDoc, "C:\Path\To\Your\Output\PDFFiles"

    ' Clean up
    wdApp.Quit
    excelApp.Quit
    Set wdApp = Nothing
    Set wdDoc = Nothing
    Set pdfConverter = Nothing
    Set excelApp = Nothing
    Set excelWorkbook = Nothing
    Set excelSheet = Nothing
End Sub

This code assumes you have the PDFCreator software installed and configured on your system. You'll need to modify the code to match your specific requirements and file paths.

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Mail merge excel to pdf