Data File In Mail Merge

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  • Apr 19, 2019 Data Merge is a specific InDesign feature that allows you to transfer determinate information from your file data into an InDesign document and to create multiple variations of this document. You choose the desired fields of the InDesign document, and they will be populated with the corresponding information from your data source.
  • A data file of mail merge recipients can be in a database file, an Excel spreadsheet, another Word document, or other types of data files.

Mail merge is a computer term describing the production of multiple documents from a single template form and a data file. This technique is used to create personalized letters, documents, bills, statements, mailing labels from a database of names and addresses.

Version 4.3.1 — released on December 7, 2020

Naming capabilities for personalized attachments are enhanced: using an optional name and multiple merge fields is possible.

Version 4.3 — released on January 24, 2020

  • New: support of the exclusion list is added: messages are not sent to these recipients, even if the addresses are present in the main recipient list or data source.
  • New: the option of generating detailed report for created messages is added.
  • Fixed: a problem with missing spaces in the attachment names, obtained from the data file field.

Version 4.2 — released on September 5, 2019

  • New: the option 'Save copies of the generated files to folder' is now available for RTF and HTML/MHT attachments as well.
  • New: a possibility to send product logs to the MAPILab Support Team is added.
  • Fixed: an error could appear with the 'PDF/RTF/HTML Attachment' message format if message body was kept blank.
  • Fixed: in the 'Save copies of the generated PDF files to folder' option, an issue with the incorrect file name format is resolved if a data source field is selected as file name.
  • New: the mail profile selection option is added.

Version 4.1 — released on June 17, 2019

  • New: tracking email campaign results with Google Analytics.
  • Check for running programs from the Microsoft Office suite during the installation of the add-in is added, as well as the possibility of force closing them for the correct installation of the add-in.
  • Check of the launch of the installation of the add-in with another user’s rights ('Run as Administrator') and automatic selection of the correct installation method is added.

Version 4.0.1 — released on April 4, 2019

  • Mechanism of embedding images into HTML-formatted messages is significantly improved.
  • Fixed: an error with loading .NET module for connection to SharePoint, known on the systems where different .NET Framework versions are installed, is resolved.

Version 4.0 — released on December 28, 2018

  • New: program interface is completely redesigned. Sending personal mailings is now smarter and faster.
  • New: personal messages sent attached as files in the PDF format can be saved to the specified local folder or network share.
  • New: the number of recipients is displayed.
  • Fixed: an issue with processing file masks in the file names got from the data source.
  • New: options for viewing program logs are added.
  • New: custom setting to delay the start of mailing is added.
  • Program Help item is updated.

Version 3.0.2 — released on October 9, 2018

Support for Microsoft Outlook 2019 is added.

Version 3.0.1 — released on April 19, 2018

  • Diagnostics logs are improved for advanced troubleshooting.
  • Fixed: an issue with processing large recipient lists known with the 32-bit Office 2016 edition.

Version 3.0 — released on February 22, 2018

  • The mechanism of generating personalized PDF-documents is improved.
  • New: Microsoft SharePoint Lists are supported now as Mail Merge data source.
  • Professional edition of the product is released.
Find mail merge data source

Version 2.12.3.3 — released on August 18, 2017

  • Fixed: an issue with adding the add-in toolbar to the 'Mailings' ribbon tab in Publisher and Word, known in several cases with Microsoft Office 2013-1016.
  • Fixed: the 'Invalid registry data type' error, known with the recent updates applied over the version 2.6 and lower installed previously.

Version 2.12.1.0 — released on May 17, 2017

  • Revised and updated installation / deployment mechanism of the add-in for Microsoft Office applications has been added:
    • diagnostics of the current MS Office configuration;
    • add-in loading diagnostics in Word, Outlook and Publisher;
    • mechanism for fixing loading issues in case the add-in is disabled in any Office applications.
  • Diagnostics logs enriched with a new detailed data to simplify troubleshooting.

Version 2.12.0.4 — released on February 10, 2017

  • An update for the mechanism for prevention of a system security warning from Outlook when trying to access items has been implemented. This warning appeared in systems of some languages after installation of Outlook 2016.

Version 2.12.0.3 — released on January 30, 2017

Improved handling of large lists of recipients when operating memory is low.

Version 2.12 — released on October 12, 2016

  • New feature is added: current document name can be used to rename the attached file which contains the main message text, when the “PDF/HTML/RTF Attachment” message format is selected.
  • Fixed: the error known with some specific configurations on closing publication in Publisher.

Version 2.11 — released on July 4, 2016

  • New: Logging level option is added for troubleshooting: Mail Merge Toolkit Help button (down-pointing arrow)-> Logging.
  • New: alternate action for messages with attachments is added: if the file is unavailable, you can select to stop sending the message with failing attachment. Other available alternates: Skip for this message, Skip for all messages, Stop sending.
  • Fixed: an issue with detection of the records number in the data source if some specific filters are used.

Version 2.10 — released on March 22, 2016

If the modes “HTML/RTF/PDF Attachment” are selected for the main document, inserting graphics is now supported for the outgoing HTML message body, generated by the add-in based on the custom form.

Version 2.9 — released on September 7, 2015

  • Support for Microsoft Office 2016 has been added;
  • Support for Windows 10 has been added.

Version 2.8 — released on January 19, 2015

The format of the outgoing message is changed if the modes: “HTML Attachment”, “RTF Attachment”, or “PDF Attachment” are selected as message format in the add-in settings. The new version of Mail Merge Toolkit generates messages in the HTML format, instead of the previously used RTF.

Version 2.7 — released on June 25, 2014

  • An issue with incorrect converting publication to the GIF format by using Mail Merge in Microsoft Office Publisher 2007-2013 is fixed.
  • New feature is added in Microsoft Office Publisher: export of publication to the PDF format.
  • The method of editing in Microsoft Office Publisher is updated: the built-in editor is now used.
  • If you select the 'PDF Attachment' message formats in Publisher, you can configure using a separate template in the message body (so that it is not empty if you send your message text as an attachment).
  • Unicode support is added.
  • The bug of processing filters by the data source record numbers is fixed.

Version 2.6.4 — released on May 27, 2014

  • Compatibilty with Microsoft Office 2013 Service Pack 1 (KB2817430) is added.
  • New feature is added: you can use a separate template in the message body if selecting message formats like: 'HTML Attachment', 'RTF Attachment', 'PDF Attachment' (in previous versions, message text was sent in the attachment, and message body was empty).
  • An issue with incorrect displaying specific local characters is fixed.
  • The method of sending messages with attachment is optimized.

Version 2.6.3 — released on October 18, 2013

  • An issue when the registration code is unsaved known if running Microsoft Office Word without Administrator credentials is fixed.
  • Unicode paths to the attached files (specific national characters in filenames) are now supported.
  • New feature: file masks are now supported in the name of attached files.
  • An issue with sending blank message body is fixed – it was known in several cases with the systems where non-English local language settings were used.

Version 2.6.2 — released on February 25, 2013

The feature to send personalized messages as PDF attachments has been added.

Version 2.6.1 — released on November 16, 2012

  • Support for Windows 8 has been added;
  • Support for Microsoft Office 2013 has been added.

Version 2.6 — released on December 19, 2011

A possibility to use data source fields inside of automated Word fields (for example, Database field) is added.

Version 2.5.7 — released on October 14, 2010

The problem with displaying full path to the attachments has been fixed.

Version 2.5.6 — released on February 19, 2010

Microsoft Office 2010 Beta (64-bit editions) support has been added.

Version 2.5.5 — released on December 10, 2009

Microsoft Office 2010 Beta (32-bit editions) support has been added.

Version 2.5.4 — released on July 22, 2009

  • Deployment capability has been extended;
  • Minor interface changes.

Version 2.5.3 — released on December 23, 2008

Support for Microsoft Outlook 2007 hotfix package KB958789 has been added.

Version 2.5.2 — released on December 18, 2007

The problem with adding extra character to end of the message has been fixed.

Version 2.5.0 — released on December 11, 2006

  • Support for Windows Vista has been added;
  • Support for Microsoft Office 2007 has been added.

Version 2.4.0 — released on April 20, 2006

  • Attachment Manager has been added;
  • Program Installation Wizard has been improved;
  • The 'Help' section has been enhanced;
  • The list of company's products and their description has been updated.

Version 2.3.0 — released on January 17, 2006

Some bugs have been fixed.

Version 2.2.0 — released on July 8, 2005

  • A possibility to send messages when the 'CC' and 'BCC' fields are filled in has been added.
  • The fields and the settings of the main window of the program can be saved now.

Version 2.1.0 — released on June 11, 2005

  • The way to select accounts has beed changed.
  • Now you can send the merged messages with background images.

Version 2.0.0 — released on May 27, 2005

The message converter has been rewritten and the bugs with message formatting have been fixed.

Version 1.7 — released on March 14, 2005

The possibility to send messages through a specifed account has been added.

Version 1.6 — released on February 23, 2005

Data File In Mail Merge

Data File In Mail Merge Form

German language has been added.

Version 1.5 — released on January 13, 2005

  • Bug with sending messages by Excel datasource has been fixed.
  • Russian language has been added.

Version 1.4 — released on August 27, 2004

  • Microsoft Windows XP Service Pack 2 compatibility issues are fixed.
  • Product was tested with Windows XP 64-bit Edition, no known issues.

Version 1.3 — released on August 10, 2004

  • The Button 'Mail Merge Toolkit' has been added to the 'Mail Merge' toolbar of Microsoft Word.
  • Now you can send the merged messages like attachments in the RTF format.
  • A possibility to send messages to recipients from exchange server's address book has been added.

Version 1.2 — released on January 14, 2004

  • Add-in now allows the user to choose save or not to save sent messages(to the Sent Items folder).
  • Some bugs have been fixed.

Version 1.1 — released on October 24, 2003

Bug with recognizing the type of message attachment has been fixed.

Version 1.0 — released on October 9, 2003

First public version.

Do you have a long list of names and addresses that you need to send letters to? The Mail Merge process combines a Word document with a data source to quickly create letters that feel personal.

Mail Merge Definitions
Starting Document(Main Document) A document that contains the information that is the same for each merged document. The starting document contains the field names for the variable information, like the names and addresses that will be inserted.
Data Source or Recipients ListA file that contains the information to be inserted into the main document during a mail merge. For example, it has records containing the names and addresses of the people a mail merge letter is sent to. Excel spreadsheets, Access databases, or Word document tables are good examples of data sources.
FieldA data category that stores a specific piece of information. For example, the field «LastName» would only contain people’s last names.
RecordA record is an entire set of data fields that relate to a single thing or person. For example, a single record would include a person’s first and last names, address, phone number, and date of birth.
Merge FieldA merge field is where you want to insert the information from a data source into a main document. Merge fields appear with chevrons (« ») around them. An example would be: Dear «FirstName».
Address BlockA group of merge fields that make up an address in a mail merge document. For example, a single address is made up of a name, street address, city, state, and zip code. Word can automatically insert all the appropriate address fields at once, so you don’t have to insert the five or six merge fields yourself.
Greeting LineA group of merge fields that make up the greeting line of a mail merge document, such as “Dear Mr. McDonald”. Word can automatically insert all the appropriate greeting text, title, and name fields at once, so you don’t have to insert the text and required merge fields yourself.
Header RowData source information is stored in a table. The first row of the table is the header row and contains the field names for the data source. For example, FirstName, LastName, and Address are header rows.

Set up and Choose Document Type

To begin the mail merge process, you first need to choose what sort of document you want to create.

  1. Click the Mailings tab.
  2. Click the Start Mail Merge button.
  3. Select Step-by-Step Mail Merge Wizard.

    The Mail Merge pane appears on the right, ready to walk you through the mail merge.

  4. Select a type of document to create.
  5. Click Next: Starting document.

The Mail Merge wizard advances to the next step.

Select a Document

This next step is to select a starting document.

  1. Select a starting document.

    You can use the current document as the basis for the mail merge, or you can select a template or existing document instead.

  2. Click Next: Select recipients.

Find Mail Merge Data Source

The Mail Merge wizard moves on to step 3.

Select Recipients

Now, you will need to choose where you’ll get your list of addresses from. This example uses an existing list from a database, but you can also select Outlook contacts or manually create your own list.

  1. Select Use an existing list.
  2. Click Browse.
  3. Select your data file.

    A data file of mail merge recipients can be in a database file, an Excel spreadsheet, another Word document, or other types of data files.

  4. Click Open.

    The Mail Merge Recipients dialog box displays the addresses that will be used. If you’re using an Excel spreadsheet as a data source, you may also be prompted to select a worksheet containing the addresses.

    If there's an address you don't want to use, you can uncheck it.

  5. Make sure the right recipients are selected and click OK.
  6. Click Next: Write your letter.

The Mail Merge wizard moves on to step 4.

Write Your Letter

After the main document is set and the recipient list is connected and edited, you are ready to insert the merge fields in the document. The merge fields are placeholders in the document for unique information from the recipients list.

When you put a merge field in the main document, information from that field will appear for the document that is unique to that recipient.

  1. Click where you want the information.
  2. Select one of the placeholder options.

    You can add merge fields from the wizard, or from the Write & Insert Fields group on the ribbon:

    • Address Block: This is a combination of fields to insert the names and addresses of recipients.
    • Greeting Line: This is a combination of fields to insert the recipient’s name in the greeting line.
    • Insert Merge Field: When you click this button, a list of additional merge fields you can insert appears.
  3. Customize the placeholder.
  4. Click OK.
  5. (Optional) Repeat steps to add each merge field you want to include.
  6. Click Next: Preview your letters.

The Mail Merge wizard moves on to step 5.

Preview Your Mail Merge

Sometimes, it is helpful to see what the data will look like once it has been inserted into a document, instead of only viewing the merge field names.

You can easily preview how the mail merge will appear before finishing the mail merge. This is encouraged to make sure the results appear as you want them to.

  1. Use the arrow buttons in the Mail Merge pane to preview each merged document.

    You can also use the arrow buttons in the Preview Results group on the ribbon.

    Click the Find Recipient button in the Preview Results group or in the Mail Merge pane to search for a specific recipient.

  2. Click Next: Complete the merge.

The Mail Merge wizard moves on to the final step.

Complete the Merge

Once you’ve added the list of recipients and filled out a document with merge fields, the last step is to finish the merge by making a separate version of the document for each recipient.

There are a couple of different ways you can finish the mail merge:

  • Edit Individual Documents: Puts the results of the mail merge in a new document. You are free to edit the results of the mail merge and save and print them, just like any other document.
  • Print Documents: Merges records and sends them directly to the printer.
  1. Select the option you want to use to finish the mail merge.

    You can also click the Finish & Merge button on the ribbon and select a merge option there.

    You’re also given the option to choose which records to merge. You can merge all the records in the list, only the currently displayed record, or specify a range.

  2. Select the records you want to merge.
  3. Click OK.

Word merges the main document and the information from the data source into a new Word document, or merges it and sends it to the printer, based on the option you chose.