Excel Spreadsheet to merge row data to MS Word - Repost - open to bidding

I use an Excel Spreadsheet to manage client projects. See attached spreadsheet example.

Each line is a different client's project. At various stages of the project process, I need to send letters to my clients. For example, 2 weeks after beginning a particular project for a client, I need to send them a personalised letter (Letter A) informing them of the status of their project. Then a few weeks later, Letter B needs to go out.

I want to automate this process so that I can look at my spreadsheet, see the Client X needs to be sent a letter, click on Client X's cell (or somewhere) which then brings up the merged MS Word document for me to review.

This is not a mail merge, per se, because a) I want to open a particular MS Word template from Excel, not Word, and b) I only want to open one client's letter at a time, not a mass mailing. I'm not sure if this can be set up, though, using mail merge, VBA(?), or bookmarks....

So the functions required from within the Excel Spreadsheet are:

-Chose which MS Word template to launch

-Chose which client (ie. row) I want to merge data from

-The MS Word doc that opens is to be named according to data from one of the cells in that row

Skills: Data Processing, Excel, Software Architecture

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About the Employer:
( 0 reviews ) Ungaran, Indonesia

Project ID: #5050875

22 freelancers are bidding on average $373 for this job


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(64 Reviews)

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$250 USD in 3 days
(20 Reviews)

Hi, If your version of Excel (and Word) is 2007 or 2010, I could create an Excel add-in for you that would do this. This would add an extra button or two to your toolbar at the top of Excel. When you click on a cell More

$444 USD in 5 days
(3 Reviews)

I'm a Microsoft certified developer with 18 years of experience. I have good experience with the exact requirements you have. I can ensure that when you click on a cell in Excel, the data from the row is automatically More

$318 USD in 5 days
(7 Reviews)

Dear Sir, I'm interesting in your job. I have much experience in the MS Excel, Word and VBA. I can do this job. You didn't attach the spreadsheet sample. I want you attach it. Regards. PS. In order to show More

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(5 Reviews)

Hi my Dear, I master excel, word and VBA. I have already done an application where excel and word interract. I want to do this job for you.

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(2 Reviews)

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$300 USD in 7 days
(3 Reviews)

i can make it exactly as you have described to send client mail by reviewing the template ...........

$277 USD in 3 days
(2 Reviews)

I am Data Entry ,MS Word and MS Excel Expert. i am very much professional in this work i am pretty sure that you cant find a best person for this job like me so i am ready to work on your project with low rate and high More

$526 USD in 3 days
(6 Reviews)

I am able to create two combo boxes, one to pick which client to send the letter to, and one to select which letter to send, and a button to run. When the button is clicked, it will open a new instance of Word, to More

$250 USD in 2 days
(3 Reviews)

Hi Rega7, My assumption from your description is that you will have a number of different templates set up. This wont be a problem at all. There would be a sheet listing all of the clients, another sheet listing More

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(2 Reviews)

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Good Day, I was previously employed (15 yrs) in an investment/treasury environment where we managed our clientbase (in excess of 3000 clients) also using Excel. I am familiar with using Excel and mail merging person More

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