AppleScript for mail merge with Excel data?

Is there any approach for an AppleScript that lets you use Excel data as source for some kind of mail merge operations? If not, would anyone here be interested if someone (I?) would take a closer look at some kind of a (AppleScript Studio) solution for this?

I'm not sure I get the question.
If it is "could you use AppleScript to create mail merge for Pages with Excel?", the answer is, Yes. Both Pages and Excel are scriptable.
If the question is "has anyone done it yet?", I don't know, but it could be a fun exercise.
If the question is "would there be a market, if someone (you?) wrote and released such a script?", I cannot tell, but personally I would probably write a hack that worked only for my own needs - if I had them. The overhead with usability, testing, different address formats, languages, different Excel sheet formats, and so on, makes me guess that the investment wouldn't pay off for a generic solution. Especially considering both Pages and MS Office already have their own mail merge functions.

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AppleScript for mail merge

What is AppleScript for mail merge

AppleScript is a programming language that is tied to certain Applications that support it. Pages v5.5.1 has a scripting dictionary of the terms it will support via AppleScript. Apple's answer to not including Mail Merge functionality in Pages v5.5.1 is for individual users to roll their own, download an example and adapt it, or use another application with built-in Mail merge features.
See my previous post to you.

Help needed with Custom Web ADI Integrator for Mail Merge

Hello,
I've created a custom web adi integrator to generate letters to advise of end of probationary periods.
The problem is that at the end of the process when the letter is opened in Word 2007, it only displays one record, and does not allow me to "preview results" and cycle through the records (this part is greyed out). It appears that the letter is not merged with the data spreadsheet although it does display one record from it.
Our EBS version is 12.1.3 and we are using Office 2007.
These are the steps I have followed so far (in brief):
- Create a view to provide data (names, addresses etc).
- Set up a new custom function (similar to seeded function HR Integrator Setup).
- Add the custom function and other functions to Desktop Integration responsibility.
- Add the relevant functions to end user's responsibility menu.
- Add new category "other" to HR_ADI_DOCUMENT_TYPE lookup.
- Create Download Excel Integrator by choosing Desktop Integration -> HR Integrator Setup. Enter "PER" for application and my view for the View Name. Upload.
- Create another Excel document by choosing Desktop Integration -> HR Maintain Form Function Associations, and choose the integrator created above. Enter my custom function name in the generated spreadsheet and upload.
- Define a layout for the new integrator.
- Run the integrator under the end user responsibility and save the resulting spreadsheet, which is full of data as expected.
- Create the letter in Word, using the saved spreadsheet as the data source for the merge. At this point the merge is successful.
- Go to Desktop Integration -> Document Management and upload the Word mail merge document. Associate it with the custom document type created earlier.
- Link this document to my integrator.
- Go in as end user responsibility and run the integrator.
At this point after enabling macros it loads 2 spreadsheets (one full of data) and the Word document, but the Word document only displays one record (approx the 10th in the list - there are about 100 in total). All of the relevant merge-related menu items on the "Mailings" tab are greyed out.
Can anyone offer any pointers please?
I did wonder whether it mattered if I changed the names of documents, e.g when I download and save the resulting spreadsheet full of data which I then use to merge to in the Word Doc, is it OK to call the spreadsheet anything or should it be left as the default name?
Many thanks,
Hazel

Hi Nandhakumar.P,
thanks for your response. Please find the answers below:
- Set up a new custom function (similar to seeded function HR Integrator Setup).
System Administrator -> Application -> Function. Query back the seeded User Function Name = "HR Integrator Setup", make a note of the details, then add a custom function entitled "NTC_HR_LETTERS" with the same details.
- Add the custom function and other functions to Desktop Integration responsibility.
System Administrator -> Application -> Menu. Query back User Menu Name = "Desktop Integration Menu" and add the following functions:
WITHOUT PROMPT
a. HR Integrator Setup
b. HR Maintain Integrator Form Functions
c. HR Disable Integrator
d. HR ADI Document Overwrite Page
e. HR ADI Document Upload Page
f. The custom function created in previous step ("NTC_HR_LETTERS")
WITH PROMPT
g. HR ADI Document Management Page
- Add the relevant functions to end user's responsibility menu.
System Administrator -> Application -> Menu. Query back menu attached to custom responsibility of end user that will perform the action once set up.
Add the following:
a. The custom function "NTC_HR_LETTERS" as created previously (without prompt)
b. Desktop Integration - Create Document (With Prompt. This function will be used to generate letters)
- Add new category "other" to HR_ADI_DOCUMENT_TYPE lookup.
SA_Application Developer -> Application -> Lookups -> Common. Query back Type = HR_ADI_DOCUMENT_TYPE and add a new entry entitled "Other". This document type is later assigned to the Word document I upload and link to the integrator.
I hopoe that answers your questions.
Regards,
Hazel

Import data from SQL Server into MS Word document for Mail Merge purpose ?

Hi,
Is it possible to import contacts from SQL Server into MS Word for mail merge purpose or if retrieving data from MS Excel can we update the data in MS Excel sheet without opening it ?
Note: Remember when you open a word document already set up for mail merge, asks you to run the query to return all records from the excel sheet it is connected to.
Khurram

Word and the current data source dialog do not really give you any help with that.
You either have to be able to create a View in SQL Server that performs the query you need, then connect to that, or you have to be able to create the correct query manually (or perhaps using some other query tool that can help you), then use VBA to connect
using that query.
For example, if you have been through the connection process once (connecting to a single table) then you will have a .odc (Office Data Connection file) which has the info. needed to connect to the correct server and database. It's a text file with some
HTML and XML inside. You can copy/rename it. Let's say it is called "c:\a\myodc.odc" Then in VBA you can use something like
ActiveDocument.OpenDataSource Name:="c:\a\myodc.odc, _
SQLStatement:="put your SQL statement in here, and if it is long,...", _
SQLStatement1:="put the second part in here"
You get a maximum of either 255 or around 511 characters in the SQL statement, and Word tends to impose some syntax requirements that Transact-SQL does not, so e.g. you may need to quote all your table names.
You can also se an empty .odc file and provide connection info. in the COnnection:= parameter in OpenDataSource.
As background, until Word 2000, by default you would use MS Query to create your SQL query, and MS Query does have facilities that can help you build your query (a bit like the ones in MS Access). That may still be possible (it is a bit harder to find the MS
Query option now, and I am not sure it works with the latest versions of Word). MS Query only works for ODBC queries, and they do not always work correctly when you actually issue the query using ODBC from Word, because of a Word problem to do with Unicode
fields in SQL Server. But you could probably still use MS Query to help you construct your SQL. (It's probably easier to do that in Excel, though).
Peter Jamieson

Does anyone know the best way to create a form that you can do a mail merge with?

I have been asked to create a form that can be used to do a mail merge. At first I thought I could create it in indesign and then pdf the file and do form fields right in the pdf, but I'm not sure if you can do a mail merge with data in an excel file and a pdf file containing form fields.
The other option I know I could use is a Word file and excel, but I don't think the functionality is as good as in a pdf (like addition of percentages, or error messages, radio buttons, etc.). And I do need to be able to do a mail merge. Anybody have any suggestions?

There is not built-in feature for this, but it can be done with scripting. The problem is it can be a bit complicated, and it more complicated to decribe in much detail in a forum posting. It involves creating the base form and making the pages templates. You can export from Excel to a tab delimited text file. You can then either programmatically create a template-based FDF that when loaded into Acrobat populates the PDF form, creating as many individual forms as needed, or using JavaScript in Acrobat to read the data file and generate as many individual forms as needed. Both approaches involve a similar amount of programming, but they're quite different.
You might want to look into this product, which apparently is no longer available but may be come back soon: http://www.debenu.com/products/eol/arts-pdf-variform-lite/

Can I use FileMaker as a source for mail merge in Pages

Can I use FileMaker as a source for mail merge in Pages

Sorry I posted this and then started reading some of the replies. I did see them as I am newbie here.
Looks like the only solution at this time is to export the data to a csv file, open it in numbers and use the numbers file as the source for the mail merge.
Would it be possible to have FileMaker then run an applescript ? or automator script to automatically convert the CSV file to numbers and then rename that Numbers file so that it is consistent and can be reused by the Pages "template" for subsequent documents to be used based on this template?

E-mail merge with Word and Outlook problem

I'm trying to do an e-mail merge with Office 2011: Word, Excel, and Outlook.
Before you start typing, I've already searched the web, searched the Apple forums, and posted to the Microsoft forum, with no success.
Anyway: I have outlook configured to send and receive mail from a single Gmail account.
Outlook works otherwise to send and receive mail.
Outlook is set, in both Mail and Outlook, to be the default e-mail program.
Everything seems to work fine until the final step, clicking the generate e-mail merge button that should send the mail merge to Outlook. The mail merge emails are supposed to appear in Outlook, but they don't.
If you have figured out how to do this, please let me know.
I would prefer to do this with Mail and Numbers, or Excel and Mail, but that functionality does not exist. I'm sure it would probably work if it did.
I have a standalone mail merge app (MaxBulk Mailer) but I'd prefer to use the database I already have, which is in Excel, rather than have to create two databases, one in Excel, and another in MaxBulk. MaxBulk has some other problems as well and is not a great solution.
Thanks.

Not sure if this is entirely the same issue but.... we just saw a very similar issue resolved here by my recommending that one of our mail merge-using faculty run the Outlook 2011 database rebuild utility (holding down option while starting Outlook 2011 for OSX). Mail Merging from Excel 2011 mailing lists to Outlook 2011 starting working like a charm after that.
The differences with our setup were that we were sending a mail merge via an Exchange Server, not GMail, and that this issue started after upgrading from 10.6 to 10.9 via the App Store. Mail Merging had been working fine in 10.6.
Worth a try? Guard your backups and good luck!

Excel Workbook with Excel Data Model stored on SharePoint - daily refresh

I'm not sure if this is exactly the right forum but I'm hoping that someone here can either answer or point me in the right direction.
I have an Excel Workbook with an Excel Data Model.
The Excel Data Model uses SQL to contact our data warehouse and pull through data into tables.
We are storing the Workbook on a SharePoint site and viewing it using Excel Services.
The data in our data warehouse is updated daily and so I would like to refresh the workbook daily and remove the option to refresh the data in the browser.
Is this possible with a workbook that has an Excel Data Model (I've seen lots of posts that relate to workbooks with connections to tabular models).
Thanks
Paul

Hi Paul,
I have answered this issue in this thread that you posted in SQL Server PowerPivot for SharePoint forum, please see:
http://social.msdn.microsoft.com/Forums/en-US/9627939c-e9f1-48ae-a6ed-0c238d8f2d69/excel-workbook-with-excel-data-model-stored-on-sharepoint-daily-refresh?forum=sqlkjpowerpointforsharepoint
Furthermore, this issue is more related to PowerPivot for SharePoint. If you have any more questions about PowerPivot for SharePoint, I would sugget you open a new thread in the forum below for better support:
http://social.msdn.microsoft.com/Forums/en-US/home?forum=sqlkjpowerpointforsharepoint
Thanks for your understanding.
Regards,
Elvis Long
TechNet Community Support

Mail merge with MS Word

I currently have an on-premise SQL server which I intend to migrate to Azure SQL database. We have a number of Word (2013) documents which pull data from the on-premise server and use for mail merge runs. However, I cannot seem to create a DataSource connection
to perform the same operation from Azure SQL database. I have tried SQL Native Client 11.0 and various others - whilst the test connection performs correctly, no data is pulled from the table or view.

Hi Graham,
Did you receive any error message ? some thing like 40552 : The session has been
terminated because of excessive transaction log space usage. etc., Please share if any to isolate the issue.
Regards,
Shirisha Paderu
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Microsoft cautions you to make sure that you completely understand the risk before retrieving any software from the Internet.

How do i mail merge with the new Pages and Numbers?

How do I mail merge with the new Pages and Numbers?
On Pages 09 I have a document that draws variable data from a spreadsheet created in Numbers.
With the new Pages and Numbers program update, my links are lost and I am unable to see how to correct this.

Thanks Peter,
very disappointing.
My Pages 09 keeps opening in the new one.
I dont think they want me to be a loyal customer anymore.
They changed Final Cut Pro, so now I use Premier Pro
Aperture 3 has been left behind so now I moved to Lightroom 4.
And now Pages 5 does not have a vital component, so back to Word.
Sad day
Thanks again

Leveraging Book of Business for Mail Merge

I'm looking for some advice from the community on how I can make use of the Book of Business for segmenting records for mail merges?
Bascially, I want to restrict my mail merge to contain only those contacts who are linked to a specific Book of Business. Problem is I'm not quite sure how best to achieve this!
Thanks in advance,
Cameron

Cameron,
I don't believe you can get a list of records attached to a book (wish you could), you'd need to create the list based upon your rules for assigning BOB's. For example with a company i setup BOB for we assigned the books by region. So where location = north then assign to North book. Your list would then be where location= north.
hope this helps.
Alex

Applescript for Mail Question

Is it possible to create an Applescript for Mail, that, when an email with a specific subject line arrives in my inbox, an attached photograph would get sent immediately in response to the person who sent the email. The subject lines would vary (e.g., people_1, or, places_16). Every subject line would have a corresponding photo located somewhere on my hard drive (there would be hundreds of possibilities - the catalogue would be concentrated in one place). So, for example, when "places_21" hits my Mail in box, an email would be generated in response, automatically, with a photo (places_21) attached. Thank you! Marcos

Actually, it's not that hard to do, it's just that there are a lot of use cases, and a lot of caveats to consider.
For example, do you intend/expect to work from a predefined list of image file names? Or do you want/expect to react to any filename that's requested?
You say that the files would be 'somewhere on my hard drive'... how does the script know where to look? How does it resolve filename conflicts? What should happen if a file can't be found?
As fane suggests, you should also consider an audit log, so you can see who asked for what, and when, along with errors that occurred on the way.
So it's entirely do-able, just a lot of questions to answer before you get started.

After enabling cellular data, i am receiving mails even if disable "use cellular data for mail", due to this data usage usage use is more, if we have fix please let me know

Phone Model and OS
Model - iphone 5
IOS 8.0.2
Problem Description
After enabling cellular data, i am receiving mails even if we disable "use cellular data for mail", due to this data usage usage use is more, if we have fix please let me know.
Steps:
1. Enable Cellular Data
2. Disable mail on "use cellular data for mail
3. check whether mail is received or not
tried multiple times and i am getting more billing amount because of data usage

Mail isn't the only app using data. Turning it off there has no effect whatsoever on whether the rest of iOS or other apps you have installed. In fact most apps use data these days, at a minimum for Notifications and often for gameplay and other features.

How can I use mail merge with numbers in the new pages version?

I am trying to use mail merge with the new version of pages and can not seem to be able to figure it out. PLEASE HELP!!!

Nope. Version 5 is a fashion accessory: it looks like software, but it doesn;t actually do anything. Sort of like a sports car with a lawn-mower engine. Looks snzzy. Doesn't really work. (And given how buggy it is, I should further specifiy that the lawn-mower engine comes with a blade: it chews up your old templates, produces files that cannot be sent as email attahcments [yes, really], and—this just in—doesn;t play well with the new SMB facility of Mavericks. In short, as one reviewer put it, "un unmitigated disaster."

I am planning to switch to the "iPhone for Life Plan" with unlimited data. How do i determine what the balance is on my equipment installment plan?

I am planning to switch to the "iPhone for Life Plan" with unlimited data. How do i determine what the balance is on my equipment installment plan?

Yes I am considering switching from the VZ Edge to Sprint iPhone for Life plan.
Thanks,
Adrian
>> Personal information removed to comply with the Verizon Wireless Terms of Service <<
Edited by: Verizon Moderator

AppleScript for mail merge with Excel data?

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