Hi,

Happy new year and all... About your query it seems you have 2 queries, one 
related to mail merge (paper) and one to email. I have been working on 
these for my own needs, with more or less access to the content...

For mail merge using email, it seems there are many resources available 
online to automate emails from Excel to Outlook with customs email 
addresses, subject, body and so on

For mail merge using paper (for faxing or post mailing), most available 
infos is about Word and its mail merge tool. For that, at this time, I have 
just managed to make the data "fit" the mail merge tools, like

 *Customer#*
 
*Customer_name*
 
*invoiceNum_1*
 
*invoiceDate_1*
 
*invoiceDueDate_1*
 
*InvoiceDueAmt_1*
 
*invoiceNum_2*
 
*invoiceDate_2*
 
*invoiceDueDate_2*
 
*InvoiceDueAmt_2*
 
*…*
 
*invoiceItem_8*
 
*address*
 
*email*
 
*Total Dues*
  
12345
 
The fancy paint shop
 
AX4562
 
2012-01-10
 
30/11/2012
 
11289.6
 
AX4653
 
2012-02-10
 
30/11/2012
 
45678.45
 
 
 
 
 
PO Box 322,Madras
 
fancy_pa...@hotmail.com
 
68203.83
 

For one customer, using Word Mail Merge, the data for one customer must be 
like above... Your data is also a bit difficult to deal with, to implement 
it there might be changes in the account info sheet as invoice AX4653 comes 
with multiple invoice date, due date and amount due. Maybe it's a typo 
because for one invoice, there should only be be one invoice date... unless 
you have specific requirements...

Once your data is laid like that you can start the mail merge from Word. 
The header fields as shown above should help Word match its mail merge 
fields as there may be some confusion using an incremental number 
invoiceNum_1, invoiceDate_2... in relation to the column position of each 
field...

My issue using mail merge comes when invoice information are displayed in a 
table or in a tabular way following your letter layout. There Word mail 
merge decides of the number of rows in the table from the customer that has 
the maximum number of due invoices. Everyone else will have a table size of 
this customer. I'm not an expert of Mail Merge but maybe there is an option 
somewhere that makes Word adjusts the number of rows in the mail merge tool 
accordingly to the number of real invoices for one customer, in your data, 
it seem there is the same number of invoice for each customer ... if one 
day a customer has ten invoices, there will be 10 rows on every table... At 
this stage, I have deleted manually all empty rows while checking every 
letters... If the number of letters is significative, this might be 
difficult...

Is anyone aware of something to do to "fix" this? I would think of a macro 
that would loop through every table and delete empty rows once the mail 
merge is complete. Else, coding with vba the Word mail merge instead of 
doing it manually from the tool bar might allow more flexibility... Can 
someone advise?

Using Word mail merge is the fastest possible option. Else copy paste 
tables from Excel would require a significative amount of time and cpu 
activity. But it's then easy to copy only the needed number of rows. One 
last thing is that tables are of Excel range objects... instead of html or 
xml (loss of word document style). Excel range object in Word also make 
files heavier.

If you could follow me until here, I can help you to the point where I am 
now... presenting the data for Word mail merge tool.

Using emails, things are a little different since most actions can be 
automated from within Excel to Outlook or most email clients. For this, I'm 
also facing an issue... is it possible to code an email html table from 
Excel using vba rather than pasting an Excel object range? I spent some 
time looking for anything related to this on web sites without any success. 
It seems this is possible doing so from Excel to Word as there is a 
specific table object/method available from referencing Word object 
collections in Excel. Is there anything similar with email, Outlook?

Thanks
Pascal



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