Excel to Word Mail Merge Service

The data is already in the spreadsheet, so filling is fast and clean: every value lands in the right spot with no mix-ups between documents.

Excel to Word conversion: what do you get?

• Each data row can become its own Word document.
• Data is filled into a Word template you provide or one designed by DataLiti.
• Receive each file separately or merge all documents into one Word file.
• Finished files, ready for checking, printing, signing and archiving.

You get a set of Word documents generated from your Excel data, with information filled into the agreed template and layout: Our Excel to Word Mail Merge Service turns every spreadsheet row into a finished document, so you can generate Word documents from Excel in one pass.

Examples of what you get

Example 1: Generating certificates from a student list. You have an Excel file of 200 students with details such as full name, class and average score, plus a certificate template in Word. When exporting Excel to Word, DataLiti uses the data to create 200 certificates, one per student with the matching details. You can receive 200 separate files or one Word file of 200 pages to print in one go. It is a classic mail merge Excel to Word job.

Example 2: Generating delivery notes from an order list. The Excel file holds order details, with each item on its own row. If several rows share the same order code, DataLiti groups them into a single delivery note. Customer details are filled once, while the item list is laid out in a table on the note.

Example 3: Generating contracts from an employee list. You have a list of 50 employees in Excel and a Word contract template. DataLiti uses full name, phone number, start date and salary to create 50 matching contracts. Details such as dates and phone numbers are formatted consistently before being filled into the template.

Fill data into an existing Word template

When converting Excel to Word with a template, you send the Word template you are using and mark the fields to be filled, such as full name, address, phone number or order code. DataLiti links each field to the corresponding column in Excel. We fill Word templates from Excel columns field by field.

Fixed content such as headings, terms, instructions and the signature block stays as in the original template. Only the marked fields are replaced with data from Excel.

When converting an Excel table to Word for documents with detail tables, such as delivery notes or item statements, the number of table rows can be adjusted to match each document's data. If you don't have a Word template yet, DataLiti can create a table template or design one to suit your needs.

Receive separate Word files or merge into one

• One Word file per document: Files are named and zipped together so you can download them all at once. Suitable when you need to send individual contracts, certificates, or forms to each person.
• Merge all into one Word file: Each document starts on a new page. Suitable when you need to print multiple documents at once or store them as one combined document.

When converting an Excel file to Word, from the same Excel sheet you can choose one of two ways to receive the result: Whether you convert Excel to Word as 500 separate files or one merged file, the content is identical.

Group multiple Excel rows into one document

In some Excel-to-Word conversions, one document needs data from multiple Excel rows. For example, an order has multiple items, with each item on a separate row. Grouping is the part of mail merge Excel to Word that most tools get wrong.

You only need to specify the column used for grouping, such as the order ID. DataLiti will group rows with the same ID into one document: the order's general information is filled in once, while the items are placed in a detail table. You can generate Word documents from Excel orders, one document per order number.

Clean and standardize data before filling

• Remove extra spaces in the data.
• Standardize capitalization for names of people, organizations, or other information fields.
• Standardize how phone numbers, emails, and ID numbers are displayed.
• Convert dates stored as Excel numbers into a readable date format.
• Format amounts, quantities, and numeric values according to the agreed convention.
• Handle blank cells as requested to avoid displaying inappropriate information in the document.

Excel data may be inconsistent in spacing, capitalization, dates, or number formats. Before exporting Excel data to Word, DataLiti can handle common formatting issues on request: Clean data means every time you convert Excel to Word, names, dates and numbers look consistent.

How is inserting an Excel table into Word different from creating Word documents from Excel?

If you only need to insert an Excel spreadsheet into Word as an illustration in a report, you can use Word's built-in copy, paste, or embed spreadsheet features.

DataLiti's Excel-to-Word data entry service is for creating documents from Excel data. When converting Excel tables to Word using a template, instead of inserting the original Excel spreadsheet into Word, information from each row or group of rows is placed in the correct position in the Word template. This lets you generate contracts, certificates, delivery notes, notices, and many other document types in bulk without manually entering each one. We fill Word templates from Excel rows so every document carries its own data.

The process has 4 steps

1. Send the Excel file and Word templateProvide the data table and the document template to fill. If you don't have a template, describe the type of document you want to create.
2. Confirm how data will be filledDataLiti matches the Excel columns to the positions to fill in Word and agrees on how the data will be handled.
3. Review sample documentsYou preview a few documents to check the content, layout, and formatting before the full run.
4. Receive the final resultsDataLiti delivers individual Word files or a merged file, whichever you choose.

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