Excel Mail Merge

By | December 20, 2008

Currently SageCRM provides Mail merge functionality with Word Document. We can Add fields on Word Document and Template works as expected. But what to do if we want to merge the field values on Excel File?

We have the solution.

We have developed a component which fetches the values from SageCRM and displays in MS Excel at expected location. We can generate Reports, Invoices in Excel also.

Prerequisites: This works only with Microsoft Office v2007.