Skip to main content

ODBC / Word Mail Merge


Forum|alt.badge.img+4

Hi.

What is the best way to export AirTable data for use in Microsoft Word’s Mail Merge tool, and have it updated in Word after making changes in AirTable?

4 replies

  • Participating Frequently
  • 61 replies
  • July 18, 2016

For now, we’d recommend exporting to CSV: https://support.airtable.com/hc/en-us/articles/202624339-Exporting-records-in-a-view-to-CSV

As an alternative to MS Word, you may want to explore some of the following options:
https://www.webmerge.me/airtable-document-generation


Forum|alt.badge.img+15
  • Known Participant
  • 73 replies
  • August 29, 2017
Howie wrote:

For now, we’d recommend exporting to CSV: https://support.airtable.com/hc/en-us/articles/202624339-Exporting-records-in-a-view-to-CSV

As an alternative to MS Word, you may want to explore some of the following options:
https://www.webmerge.me/airtable-document-generation


+1 vote for this, as we need to use Microsoft Word’s Mail Merge as well.

If we cannot connect directly to Microsoft Word, can you at least make it possible to get an automatic CSV download (maybe via Zapier → Dropbox integration), so that then Microsoft Word can automatically read from the updated file?


  • Participating Frequently
  • 8 replies
  • March 24, 2021
egordin wrote:

+1 vote for this, as we need to use Microsoft Word’s Mail Merge as well.

If we cannot connect directly to Microsoft Word, can you at least make it possible to get an automatic CSV download (maybe via Zapier → Dropbox integration), so that then Microsoft Word can automatically read from the updated file?


I would setup an excel file to query to the data from Airtable that will be used for the mail merge. This would give you a quick controlled way to refresh your list. Skip Zapier all together.

Here’s a thread that goes through the details of setting up power query to bring in your Airtable data
https://community.airtable.com/t/airtable-link-to-excel-via-power-query/18675


ScottWorld
Forum|alt.badge.img+33
  • Brainy
  • 8768 replies
  • December 9, 2023

The best, easiest, quickesst, and cheapest way to automate & integrate Airtable with Microsoft Word is to use Make's Microsoft Word Merge functions for Airtable.


Reply