Customer Client Statements from Excel Spreadsheet

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How good are you guys at Excel?

We have the ability to export all client accounts to an excel sheet each quarter but from here we would need a custom Mail merge that would allow it to take that excel sheet and translate it to customer statements.

If it were a simple one account per person I can do that mail merge no problem, but some clients may have 1-6 accounts. Each client has an identifying client #, but the spouse would have a separate one. I know it can be done, but it is beyond my realm


ID First Last Account Name Account Number Amount
1 John Anthony Allianz 12345 $100,000
1 John Anthony Curian 98765 $50,000
2 Alta Anthony Allianz 22222 $200,000
3 Chris Kirk Allianz 55555 $100,000

A mail merge would have to be created to look like this
John Anthony
Allianz 12345 $100,000
Curian 98765 $50,000
Alta Anthony
Allianz 22222 $200,000

Household total
------------------------------------------------------------------------Page break
Chris Kirk
Allianz 55555 $100,000

Household Total


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