Ive looked at the possibility of using add-ins such as Graham Mayors Mail Merge Charts and Doug Robbins MergeTools. Follow the step-by-step wizard in Google Sheets to run mail merge and send personalized emails through your Gmail account. Using data merge is not hard at all, but you might need a few attempts to get it right. Insert file attachments from Google Drive, specify schedule for message delivery, enable email tracking, add CC or BCC recipients. Now Id like to insert Excel charts into these reports based on the same data. With data merge you can easily paginate text and images in InDesign in a matter of seconds by reading an external data source file in. I use this to generate reports for hundreds of people. Once the History is open, select the Record copy of the W-2/1099/1095 Filing.Select the report, and then click Edit.This screen is called the Dashboard. Start by going to the History or using the existing forms in your payroll software.
#MAIL MERGE FROM EXCEL CSV FILE HOW TO#
To see how to install and make use of it. I have a Mail Merge document with 300+ mergefields that uses a csv file as a data source. To start the mail merge process, youll need to obtain the List of Recipient information.
b) set the field value to desired data from a colum in the CSV data. Edit your mailing list Choose Edit Recipient List. For more info, see Data sources you can use for a mail merge.
#MAIL MERGE FROM EXCEL CSV FILE ARCHIVE#
Then extract the files from the archive and read the a) create a field at the correct location on the page with the same number as the row. Connect and edit the mailing list Connect to your data source. Merge Field Formatter.zip file that you can download from the following page of my One Drive: You can however insert the fields manually, or better, use the Merge Field Formatter that is contained in the 255 fields is an artificial limit imposed by the standard Insert Merge Field facility that will only display that number of fields.