#Automate mail merge from excel vba how to
#Automate mail merge from excel vba manual

This records the steps of processing one record and will be the foundation for the mail merge macro. When you are have completed entering and saving one record go to Tools > Macro > Stop. Manually enter one record into the window and Save. When you are ready to start the macro go to Tools > Macro > Record > name the macro and save it to a folder where you can retrieve it. Open the window where you would manually input the data (in this case Inventory > Cards > Extended Pricing > Price Sheets > Price Sheet Detail Maintenance.

Delete any unused rows at the end of the document.

The item numbers must match exactly to those in Dynamics GP.

The price should be formatted to show dollars and cents WITHOUT the decimal.

Unless youвЂ™ve downloaded this list directly from Dynamics GP validate that every item number in the list exists in Dynamics Dynamics GP (the macro will stop when it encounters an item that does not exist). Prior to creating the macro prepare an excel file with a list of the Item Numbers, Unit of Measures and the Net Prices you want to import into the price sheet. This illustration applies specifically to Price Sheet Details but can be applied to nearly any window and set of data in Dynamics GP.

#Automate mail merge from excel vba how to

the ability to create a mail merge document in WordД«elow are the detailed steps on how to create a macro, create the mail merge document and run the macro.the macro (or script) that illustrates the entering and saving of one record in code format.You will need three things to successfully import records using a mail merge macro: A macro can import hundreds of records in minutes and thousands of records in less than an hour.

#Automate mail merge from excel vba manual

Have you ever needed to import thousands of records that canвЂ™t be done using Integration Manager? And have you thought to yourself вЂњhow am I ever going to get all of this data into the system without manual entry or a SQL expert?вЂќ Well there is another option вЂ“ a mail merge macro! A mail merge macro is nothing more than a script that mimics the manual entry of data repetitively until all records have been entered and saved.