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Default Automatic Copy and Paste

I have a big database with, among other things, customer ids, tracking #s,
parts shipped, etc. I also have a blank shipping template (in excel as well).
This is what I need to do on the shipping template:

1. Type Date
2. Type Customer ID
3. Excel extracts and pastes all information regarding shipping on that date
for that customer from my master database into the shipping template.

The template has fields like:
Part # - Qty - Order # - Tracking #

I think it is something like a mail merge
 
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