In Progress

Excel Spreadsheet to merge row data to MS Word

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

See more: merge excel project, excel spreadsheet merge row data word, mail merge word from excel, excel mail merge to word, excel mail merge template, architecture review template, vba for word, excel vba or, excel 2013 vba, word template, word merge, vba word, vba projects, row spreadsheet, row b, ms excel template, MS Excel projects, merge data, mail merge, excel spreadsheet, excel or word , excel automate, excel and word project vba, data merge, word merge excel

About the Employer:
( 8 reviews ) BRUNSWICK, VIC 3055, Australia

Project ID: #5038521

Awarded to:

koolsidz

Hello leonardmax :) I am an VBA / Excel / Word Expert. If you see my reviews by navigating to this link [url removed, login to view] then you will not More

$250 AUD in 3 days
(111 Reviews)
5.8

49 freelancers are bidding on average $320 for this job

diamond247

Hello Sir, We are a big set up company with excellent skilled operator who have a lot of experience in this segment, our employee complete more than 300 similar job, i have gone through your project specification, i More

$250 AUD in 3 days
(64 Reviews)
6.4
ineedWorkJob

Greetings sir, i am an expert freelancer. for this job and your 100% satisfaction is assured if you allow me to serve. Here is the reason. Why you should pick me? a) I am a very expert desktop software/macro/bot/ More

$250 AUD in 3 days
(121 Reviews)
6.3
deepbluetech

Hi leonard, I have been involved in Excel based projects to generate a word file using a template. Also, there was a project where there was no template and created the word file from scratch using Excel macros (S More

$300 AUD in 3 days
(162 Reviews)
5.8
mrbrave

I am Expert VBA developer with great experience in developing tools to automate process of filling complex Word templates with excel data......I have some ready samples to show you prior to start.I cant attach sample More

$263 AUD in 2 days
(105 Reviews)
5.7
seaanddream

Hello; I am a 5-star excel and vba coding expert who had many similar tasks here; which all were achieved with 5/5 rating. Please check my profile and feedbacks first to have some idea about the quality of my busine More

$250 AUD in 3 days
(51 Reviews)
5.6
sonarkaushik

Sir, I am well versed in this kind of jobs and can do your project as per requirement. Refer my online work portfolio at [url removed, login to view] Looking for further discussions in this matter. with than More

$263 AUD in 6 days
(39 Reviews)
5.6
jal540

I am a native English speaker with extensive experience in Excel/VBA. This can be done in VBA. What version of Office do ypu use?

$277 AUD in 7 days
(36 Reviews)
5.5
binaryromel

Hi there, I'm expert in Data Entry, Mail Merge, Web Scraping, Web Research, Advance Excel. Please check my feedback as I've done several similar job in freelancer. I'm ready to start immediately. Please PM me. Th More

$250 AUD in 1 day
(54 Reviews)
5.4
Kryptora

Hello, I am a VB (6.0 / .NET), VBA and VSTO software developer. I have five years of experience in programming. I rest-assure that I will complete the work on time and deliver you the completed work to your satisfactio More

$270 AUD in 10 days
(44 Reviews)
5.4
FIBIN

Hi I am an expert in Excel and VBA Programming in Excel. I have experience in Excel Designing, Excel VBA Programming, Providing Business Solutions in Excel and Creating Dashboards in Excel for Presentations. I am More

$250 AUD in 2 days
(45 Reviews)
5.3
djain01

Hi, I have looked into the excel sheet you provided. I have checked the details need to manage. I can help you for to get the Word Templates used to generate the Letter for the specified Letter Template in the exce More

$555 AUD in 5 days
(22 Reviews)
4.9
maverick44000

Hi Mate. Being highly proficient in VB and Excel, I can deliver you the required automation in Excel within 3 days. Its a pretty trivial task for me as I have done very similar projects before. My earned feedback in, s More

$350 AUD in 3 days
(15 Reviews)
4.8
expertatwork

Hey Leonard,Experts team here. We have done a lot of similar Excel-Word letter generation projects. Please let us know if you like to see a demo. To know our reputation, please visit our profile ***[url removed, login to view] More

$250 AUD in 6 days
(43 Reviews)
4.5
sswijaya

Hi, let me help you with this. I can create a macro to automate your task using excel VBA. Template can be made by inserting some code like this: Dear <Client> <Address> ..... Body Text ..... The macro will More

$250 AUD in 3 days
(23 Reviews)
4.4
microk

Dear Leonardmax, I've great command over excel,outlook and word vba. I know the integration of these very well. Here is the proposal: Bid: $ 150 ( yes it's 150, you can change budget and I'll edit my bid) Timel More

$250 AUD in 5 days
(22 Reviews)
4.4
thanhhungqb

Dear sir, I have read your requirement carefully and also have a look on excel file you gave. It's possible to open Word on excel, insert data to template. I am expert on VBA, you can see I had finished many VBA p More

$250 AUD in 3 days
(23 Reviews)
4.1
jaylancer43

Hello - I am an expert techno-functional analyst having vast experience in lots of arenas of IT industry including Excel Macros. I am an Engineering Graduate with an MBA degree. If you see, I am among the niche bid More

$250 AUD in 7 days
(18 Reviews)
4.0
parsermonster

Dear Project Manager, The button concept is a good starting point. However, for the money you're spending, I can encapsulate the entire worksheet and present it as a more appealing pop-up form. We can work out the d More

$250 AUD in 5 days
(8 Reviews)
4.0
bmartynvw

If you go through my project list on this site, there are at least 3 projects which are similar to yours. Perhaps more. I'm fully aware of what needs to be done. And with 18 years of programming experience, I'm complet More

$360 AUD in 14 days
(7 Reviews)
3.8
Edison1983

********I've done a Similar Project************ Good Day!... I'm an Excel VBA Automation Expert. Having 6+ years of Exp. Have developed & designed various excel based projects, dashboards, templates & trackers by u More

$250 AUD in 0 days
(11 Reviews)
3.7