(1/2) Automating Word Documents from Excel - No VBA

How to fill word documents from Excel. This could be useful for mass mailings or for forms that you need to fill out repeatedly - and you won't have to use VBA.

[@imsmilen3]

4 years after posting and still helping people!! Thank you!

[@maizuva6491]

Dude - I spent literally hours looking for this. People talking about legacy text boxes and whatnot, and in 4 minutes boom. sorted.

[@codylane2504]

Simple, straight to the point, no complicated macros. Really helped me when I had a project that had a bunch of labels and I didn't want to fill in the fields individually.

[@HotButteredCorn]

Thank you! I have been beating myself up black and blue for HOURS trying to take very specific Excel fields and merge them into differnt places in a word doc. WOW. And then ... I stumble into your solution. Well done. Lean / clean / straightforward. Thanks.

[@time4sanity]

I KNEW there was a way to do this. Thank you for the simple example. It clarified A LOT for me in designing my documents and merges!! Much appreciated.

[@ellurgomti]

Thank you. You saved almost a day's work. I completed in 2 hrs. Excellent video. Easy to understand and execute.

[@gagandeepchani2169]

I have watched a couple of videos and most of them are worth watching but this one from Andrew is found best among these all... Thank you ! 😊

[@thomaticus7507]

Thank you so much for this!!!!! I remember trying to learn this many many years ago. never could do it. Now I needed to use this skill and found your video.

[@LepeOa]

I tried to lookup a video for days that explained this in a simple way like this! Thank you soooo much

[@brentmillercopywriting]

This was so helpful, especially grabbing the recipients from the excell file you are using. So cool!

[@86smcneil]

EXACTLY what I was looking for. I haven't tried it yet, however, with your excellent teaching ability I feel like I will be able to do just what I needed. Thank!

[@camillamason2505]

This just changed my life. THANK YOU!!

[@username-oq1cc]

Thanks a bunch, it took me while to find your video among all the one that are using 3rd party tools, plugins, etc. Much appreciated! I like your to-the-point style of explaining.

[@kilo03twenty]

Straight to the point and easy to follow. Thank you.

[@DrMadisenHarper]

Thanks so much for sharing your knowledge. You've saved me SO MUCH TIME with re-entering duplicate data in forms. Appreciate it!

[@noahjagger1112]

Sorry to be so offtopic but does anybody know of a method to get back into an instagram account..? I somehow forgot the password. I love any tips you can offer me

[@ProfeARios]

Thank you so much for your help!!!!! Blessings!!!! You are a lifesaver!!!! Regards from the Republic of Panama!!!!

[@AudreMcNutt]

Thank you so much! I've been searching for this but didn't know how to name it, and this is perfect

[@didiervalley6704]

Andrew from France Mille mercis pour ce tuto qui correspond à mon attente et que je cherche depuis un bout de temps!

[@anilmutlu]

Thank you man. You saved my life. God bless you.

[@RelayerBob]

Thank you, that was super clear and easy to follow. Worked perfectly.

[@candacesherman3182]

Thank you so much for making this easy to understand!!!!! You made my night~ have a great weekend!

[@jawadahmadakhter8253]

Thanks Andrew. Easiest way to automate word

[@elizabethc7519]

Simple but good. It is the most straight forward video of how to add excel data to work. Thanks.

[@joelbergan6783]

Sorry to dead head an older vid, but THANK YOU. You saved me so much work of manually copy/pasting the results of an o365 form. (As far as I can find you can't automate the form results into word with previous form submissions, the only trigger in flow/automate is for new form submissions ******** M$) THANK YOU.

[@TristanMaxwell]

Thank you so much for this video, this was so straightforward and easy to do ❤

[@drknockers]

Thanks! This is going to cut hours out of my work day

[@bencoxmail]

great vid! quick and to the point. thanks!!

[@James-T-Kirk]

Great tip. This was very helpful. Thank you.

[@murtadaalrubaie2379]

That was truly very helpful

[@maureenbrown5651]

Thank you, I was able to follow your instructions and it worked.

[@chupitrompi5614]

you are a soldier, great content and straight to the point, subscribed and thanks my friend

[@jdasbkb]

nice, simple and straight to direction

[@sheezy1979]

Amazing! Found the solution thanks to you!

[@bhthllj]

Great, no-bs explanation. Thanks a bunch!

[@andrewligonfant319]

You're welcome!

[@maliduhettiarachchi2206]

I was struggling for days . Thank you so much

[@andrewligonfant319]

Happy to help!

[@SherriAI]

that worked like a charm. thank you

[@user-cu8de7ip9d]

this is the best tutorial ever... thank you

[@andrewligonfant319]

You're welcome!

[@DeanneR]

this was very helpful thank you

[@lawrencekoestler742]

Thanks for the video. Just what I needed.

[@andrewligonfant319]

You're welcome!

[@Technicalvidz]

Great Great Great and fantastic, Thank you so much Sir

[@banolswt8977]

Andrew Fant, that is awesome👍

[@AmrateMoustafa]

Thank you. That was very helpful!

[@carsloversintherealandgami8116]

thanks so much i don't know how can i thank you you are the best i love you

[@Aquanick84]

This is so excellent. Thank you!!!

[@andrewligonfant319]

You're welcome!

[@rick-vista1612]

Kudos to you sir!

[@beurjess]

Thank u for the info, this is what I need 😍 ..

[@marryme7478]

내가 찾던 자동화 방법 입니다 감사합니다.

[@marcuswagner8987]

FINALLY! THIS SOLVED

[@user-zm3kx4bl6k]

Thank you so much for this video.

[@andrewligonfant319]

Afwan.

[@denise.davis-probaterealtor]

Thank you!

[@affandyyy]

Now I can use this for the rest of my life

[@benoit7342]

Thank you for this vidéo!❤

[@andrewligonfant319]

You're so welcome!

[@MrLeoprovodnik]

Thank you MUCH!

[@arianerose04]

Superhelful! Thank you.

[@mohdimranyusof2889]

Fantastic. tq very much.

[@ZombieRofl]

YES this works

[@GregVirgoe]

Can you use this same technique for creating standard letters from a selection of pre-written paragraphs?

[@andrewligonfant319]

Of course! In fact, I've used this to do that exact thing.

[@GregVirgoe]

@@andrewligonfant319 do you have a video on that ?

[@Crunch630]

Just use common sense dude. IF formulas and writing long sentences as the cell values.

[@izzetalev2024]

@Andrew Ligon Fant, many thanks, was indeed very helpful. Quick question: I would like to save each word document for 'John' and then 'Jane' in your case. What do I need to do then ?

[@ankitaaasiiiiiii]

Thank you so much!

[@baddanerachid8909]

THANKS A LOT BRO

[@BABA-is8kv]

Your awesome! Thank you!

[@andrewligonfant319]

You're welcome!

[@rasithlakshan9101]

excellent , and thanks

[@abhishekmenon1101]

Hi Andrew, what if we want to use data from multiple workbooks, or multiple sheets in a workbook? how do we merge data from multiple lists?

[@EtchTzy]

Thanks

[@MosquitoBait]

Thanks a million

[@andrewligonfant319]

You're welcome!

[@thomasdavadant9633]

Merci !

[@acaciomagalhaes954]

Really nice video. But a question, can I link the Word with a file stored at MS Teams?

[@saumilshah6926]

Can we generate this from multiple columns to multiple letters??

[@marianamarquezsital2417]

I have about 72 different rows of information to fill on a word template. Once I have the final templates filled in is there a way to save individual templates vs all 72 on one document? Thank you.

[@sonalshandilya3977]

How to create the headers vertical instead of horizontal?

[@mkate1947]

Hi, is this possible only for one section at a time? I have a word template with repetitive pages, but page is tied to a specific person. How do I automatic this so each row populates on a seperate page? Does that make sense?

[@xnicksomox]

Is there a way to generate the PDFs with unique names? possibly even using the fields from the excel spreadsheet? Right now it just sends it as PDFMailer as the attachment name and saves them that way

[@rodfaz7]

Helllo. thank you for the video. Is there a way to choose from a list not just 1 or 2? To see the actual name of what you are autofilling?

[@kevinbyers7359]

I know this is an older video. Is there a way that I can fill down instead of per sheet? As I am trying to use it to send need dates to a vendor. Thanks in advance.

[@lydiayang3474]

If I change the heading itself, how could it be reflected on insert merge field? Thanks

[@brianrosenstein7290]

Awesome Vid. Thanks. If I need to make changes to the data would I be able to do this through Word? Does the data flow in both directions?

[@andrewligonfant319]

No - the data only goes one way.

[@altostrata7018]

Hello, is there a way I can put the field codes for each field in a Word template and complete documents from different Excel sheets by editing the field code pointing at the Excel file and sheet?

[@andrewligonfant319]

I don't think so, but let us know if you figure it out!

[@user-fi6nd5ul8z]

What if I need to add multiple entries from the same list in one excel document. What I mean is if I insert a merge field twice for eg. "Name" and I need two different names to show up under one word document.. is it possible?

[@DesignReady.]

What if I want to skip the empty cells

[@waheedsaifi1668]

Hi, how can I set up a formatting and style for different part of the word document (for example heading, bold times new roman 28, body text calibry 10, footnote calibry 8, table justied calibry 8 etc) in away when you paste sentences with different font, size, etc, it automatically changes to the default style set for that part of the document and one doesn't have to change it manually?

[@mrahhmedable]

Did you find a solution?

[@user-cc4lo4uf7l]

Good

[@reem-pw8um]

How do you print the entire list? I have 120 peoples names/address in my letter mailing list but when I click print it is only printing the person I am looking at.

[@ihabal-mafradji9854]

Thanks for the help! How can I keep the formatting of the excel cells into the inserted word fields? For example I have a cell format as finance (€ 1.000.000,00) and when I follow all steps I get 1000000 as an amount

[@mrahhmedable]

Hi. Did you find a solution to this?

[@neekeshpradhan8957]

buddy, how did you get that black colored interface in Excel? I have only white or dark gray?

[@andrewligonfant319]

I have no idea - maybe it's a mac thing?

[@JustGwen05]

THANKS FOR THIS - 😅

[@andrewligonfant319]

Any time!

[@michaelkrue4528]

All these kinds of videos talk about mail merge. I'm interested in merging the database into a document that is a listing of the entire database on as many sheets as necessary, printing to a document for output to the printer when called for. In other words all "A" names would be on page 1 for a basic example. All I see is one record to a document.

[@andrewligonfant319]

I'm sorry to disappoint.

[@pradeepmishra3249]

DEAR SIR I USUALY TO MAKE REPORTS OF CLAIM INVESTIGATION OF TP AND OD CLAIMS. IT TAKES TOO MUCH TIME TO COMPLETE ON WORD IS THEIR ANY SUCH SHORT CUTS WHERE I FILL THE DETAILS OF THE CASE AND MY REPORTS GET READY AUTOMATICALLY... PLEASE HELP

[@scooble]

Is it possible to create a drop down list, that contains all the names, and when you select whichever name, the fields for "date", "location" shows the date and location for the corresponding name?

[@DesignReady.]

Yes it is possible

[@andrewligonfant319]

You can create drop-down lists in the Data Validation tab, and then you could auto-populate the other cells using a LOOKUP function to find the data from another table. Kind of complicated, but it could work.

[@scooble]

@@andrewligonfant319 . ...but can you tell the data validation list to get its source data.from an array populated from a.Microsoft Word table?

[@rachelbarney9493]

This is great info but I have ran into a dilemma. I have a formula in excel that needs to show the dollar amount in word but it is not in currency: can that be fixed?

[@andrewligonfant319]

Would putting the dollar sign into the Word template work?

[@user-bw7vs3db3r]

i am moving over currency values and it does not format correctly to word. no commas and more than 2 decimal. how do we format the word document

[@andrewligonfant319]

I'm not sure I have the answer, but I bet someone does!

[@kevinrosenberg8795]

so lets say im making multiple word documents that all need to be named can that be done without vba ?

[@andrewligonfant319]

I’m not sure if I understand, but I think you mean the file name. If you’re on a Mac, you may be able to work some magic with keyboard maestro, and if you’re on pc you may be able to do that with power automate. But yeah sorry I don’t have an exact answer for you.

[@BILL_BO_jangles]

The only problem I have with this process is that there seems to be a data limit that can be pulled from Excel. So basically, if you have a cell with a lot of information such as a paragraph or several paragraphs it wont pull all of it over to the word document.

[@DesignReady.]

Then what should I do

[@BILL_BO_jangles]

@@DesignReady. It depends on what your trying to import into the document. Excel limits you to 255 characters. That includes spaces and punctuation. If you want to import a large paragraph or several paragraphs you could break them up into columns with 255 character or less. Then you can tag the document in away that allows you to import the paragraph pieces chronologically. If you want to know how many characters are in each cell you can use =LEN(select cell).

[@mh.a4083]

That's great, i have a 400 students in my exel and and now i can easily give them their certificates. But isn't there a way to save all of them in individual word files?

[@andrewligonfant319]

I believe you should be able to generate individual word docs once you click on "finish and merge."

[@nishim7169]

Hi Andrew, jst a quick query... Once I click on finish and merge, my word is getting created but with horizontal lines at each step.. Is there a way I can remove those in settings prior or so?? Thanks

[@andrewligonfant319]

Not sure why that was happening. Did you figure it out?

[@lorenzoechevarria8711]

You need to have the paid version of Microsoft office to be able to perform this correct?

[@andrewligonfant319]

I don't know.

[@thebrokencode14513]

Is there a way to automatically add more pages in Word with each page containing the same template, but with each info from the Excel sheet?

[@andrewligonfant319]

I'm sorry I'm not sure I understand the question.

[@thebrokencode14513]

@@andrewligonfant319 Like duplicate the same page with the same contents in the same document

[@granand]

Hi Andrew, Can I create multiple templates simultaneously from excel cells to word

[@andrewligonfant319]

I think so. You would just have to point each template to the Excel file. I haven't tried it, but I can't think of any reason why it wouldn't work.

[@granand]

@@andrewligonfant319 Sorted the next day, I ran several iterations.

[@granand]

@@andrewligonfant319 Thank you very much.

[@charlesrowley1657]

So is there a way to save a template(word) in which you could just type in 1 field()like a customers name) and the rest would autofill?

[@andrewligonfant319]

I’m really not the guy to answer that question, but I hope someone does. I think it’s doable but without more specifics it’s hard to say.

[@Wolfdaze]

@@andrewligonfant319 You can search for any of the fields in Word under the Mailings tab

[@shadynasty4026]

mail merge sucks, was hoping this was about the new embedded "automate" feature which works across word, excel, and PP

[@andrewligonfant319]

Sorry to disappoint.

[@SupraJin]

That's a great alternative to pasting links one by one! Do you have any alternative ideas on how to do so when both documents are saved on sharepoint, or a VPN? From excel to power point it works perfectly, but word completely messes it up

[@andrewligonfant319]

I’m sorry I don’t have an answer for you. I am not an expert at this. I just had to figure this problem out and noticed there weren’t good videos on it so I decided to share the knowledge.

[@SupraJin]

@@andrewligonfant319 Thanks for the answer! I really looked it up, even called Microsoft 365 support, and they said it is not recomended to work with online documents this way. They call it "customizing the use of MS Office" and so it may work or not, but they don't offer the support for that kind of process when the files are not stored on local drivers. Thanks again, anyway!

[@SupraJin]

They only recommended trying to use the power automate suite.

[@andrewligonfant319]

@@SupraJin it’s unfortunate that they discourage custom use of their platform.