App to Merge Excel Data into Separate DOCX and PDF Documents

• Compressed file (.zip) with the ready-to-use template.
• Instructions for use.
• Download link sent by email, valid for 30 days and for up to 5 downloads.
• Email support for installation.

App to Merge Excel Data into Separate DOCX and PDF Documents

A software tool that makes our work easier when merging Excel data into separate documents, either DOCX or PDF, even keeping headers and footers.

How to merge documents with an Excel list and a Word master file

Merging documents may seem complicated, especially if you are not a programmer or a technical person. However, with the right tools, it is a process anyone can do. Here I will guide you step by step so you can merge data from an Excel file with a Word master document using a simple application.

What do you need?

1. An Excel file with the information you want to merge.

Create an Excel file containing the names of the columns you want to merge, and fill in the table according to your needs.

I suggest not using accented letters or words with the letter ñ in the column header names.

2. A Word master document containing placeholders where the Excel data will be inserted.

Before going on, it helps to know what a placeholder is: it is simply a tag that tells the program where to insert the data from each column of the Excel file.

Placeholders are written in the master document as follows (the name of the Excel column between double curly braces):

{{COLUMN}}

Following our example, placeholders would be {{NOMBRE}} (name) or {{DIRECCION}} (address). That way the program knows where to place each piece of merged data taken from the Excel list.

3. Use the app to merge the documents

Now we will use a special application called “Document Merger” (Combinador de Documentos). Here is how it works, step by step:

1. Select the Excel file: open the app and select your Excel file. The app loads the available columns.
2. Select the Word file: next, select your Word master document.
3. Select the destination folder: choose the folder where the merged documents will be saved.
4. Select the column for file names: choose the Excel column that will be used to name each merged file.
5. Choose the output format: you can save the files as Word documents (DOCX) or as PDF.
6. Start the merge: click “Start merge” (Iniciar combinación) and the app will process each row of the Excel file, creating an individual document for each one.

This app solves a shortcoming of Word's mail merge (Combinar correspondencia), which in Word only creates a single document with all the information, while “Document Merger” creates the documents separately and adds extra value, such as merging into separate Word or PDF documents. In addition, the app uses a master document that includes all the Word features you want in the final merged documents.

Requirements

The app works without any installation; all you need is the Office 365 suite installed (Word and Excel) and an internet connection.