automate entries into document from a excel database
 

Need help setting up customer info database using Excel and be able to
automate data info into various documents (i.e., proposals, letters,
statements, mailing labels, etc. Would be much easier not to have to type
everything each time. Thanks so much

automate entries into document from a excel database
 

Set up a database of customer info, something like Col A: Company; Col B:
Address1; Col C: Address2; Col D: City; Col E:County; Col F Zip Code; etc etc
etc
Sort this sheet alphabetically on col A.

For Labels, do a mail merge to Word
For addresses on forms etc, use a VLOOKUP formula, to extract ther data from
the database. Iow, if you enter the company name in say B5, then in B6,
enter a formula such as =VLOOKUP(B5,LISTING,2,FALSE) to get the first address
line. If you also use IF statements, you can get it pretty neat, and able to
cater for virtually any eventuality.

"Designer Lady" wrote:

Need help setting up customer info database using Excel and be able to
automate data info into various documents (i.e., proposals, letters,
statements, mailing labels, etc. Would be much easier not to have to type
everything each time. Thanks so much

automate entries into document from a excel database
 

Thank you Kassie. I'll give it a try. It's been so long since I have used
Excel and any merging, etc. Thanks so much! ~Designer Lady

"Kassie" wrote:

Set up a database of customer info, something like Col A: Company; Col B:
Address1; Col C: Address2; Col D: City; Col E:County; Col F Zip Code; etc etc
etc
Sort this sheet alphabetically on col A.

For Labels, do a mail merge to Word
For addresses on forms etc, use a VLOOKUP formula, to extract ther data from
the database. Iow, if you enter the company name in say B5, then in B6,
enter a formula such as =VLOOKUP(B5,LISTING,2,FALSE) to get the first address
line. If you also use IF statements, you can get it pretty neat, and able to
cater for virtually any eventuality.

"Designer Lady" wrote:

Need help setting up customer info database using Excel and be able to
automate data info into various documents (i.e., proposals, letters,
statements, mailing labels, etc. Would be much easier not to have to type
everything each time. Thanks so much

automate entries into document from a excel database
 

I am stuck. I have created an Excel database of name, address, city, zip and
am stymied as to how I turn this into labels. Kassie mentioned about
VLOOKUP...please help me if you can. I have a QUE book about Excel but it
doesn't go there. Thanks. Pat

"Kassie" wrote:

Set up a database of customer info, something like Col A: Company; Col B:
Address1; Col C: Address2; Col D: City; Col E:County; Col F Zip Code; etc etc
etc
Sort this sheet alphabetically on col A.

For Labels, do a mail merge to Word
For addresses on forms etc, use a VLOOKUP formula, to extract ther data from
the database. Iow, if you enter the company name in say B5, then in B6,
enter a formula such as =VLOOKUP(B5,LISTING,2,FALSE) to get the first address
line. If you also use IF statements, you can get it pretty neat, and able to
cater for virtually any eventuality.

"Designer Lady" wrote:

Need help setting up customer info database using Excel and be able to
automate data info into various documents (i.e., proposals, letters,
statements, mailing labels, etc. Would be much easier not to have to type
everything each time. Thanks so much