Mail Merge Using Microsoft Office Word 2010

After downloading the sample data source file, you can use Microsoft Word 2010 to create the template.

To create a letter template in MS Word 2010:

1. Launch Microsoft Word 2010
-A blank document opens by default, leave it open. If you close it, the commands in the next steps will not be available. 

2. On the Mailings tab, in the Start Mail Merge group, click Start Mail Merge.

3. Click on Step by Step Mail Merge Wizard

4. In Step 1 of 6, select Letters, and click Next: Starting Document.

5. In Step 2 of 6, select Use the Current document, and click Next: Select Recipients.

         

6. In Step 3 of 6, select Use an existing list.

7. Click Browse. If there is no Browse link, click Select a different list.

         

8. In the Select Data Source Window, locate the data source file on your computer. You can download the sample source file here.
-The file name looks like NetSuiteSampleHeaderFileXX. If you do not see this file, make sure that All Data Sources is selected in the Files of Type field.

9. Click Open.

10. If a File Conversion window opens, accept Windows (Default) text encoding, and click OK.

11. In the Mail Merge Recipients pop-up window, click OK.

12. In the Mail Merge wizard, click Next: Write your letter.

13. Enter the text of your template in the document.

14. To insert a field from NetSuite, click Insert Merge Field button.

15. Choose the field & click on it. It will automatically insert the appropriate tag to the Word document. (Note that you have to insert the fields one by one; you cannot just type the tags on the document.)
 
Example:

«NLCOMPANYNAME»
«NLFIRSTNAME»«NLLASTNAME»
«NLADDRESS1»
«NLADDRESS2», «NLCITY»
«NLSTATE» «NLCOUNTRY» «NLZIPCODE»

16. When you finish the template, go to File > Save As, and save the document as a Word Document (.doc).

Note: No other Word file types are accepted, only .doc format.