📜 Word Mail Merge To Individuals

This VBA script automates the creation of individual files from a Word document using Mail Merge with data from an Excel file. Each row in the Excel file generates a separate file (PDF, DOCX, RTF, etc.), named based on a specified column.

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✨ Features

• 🔗 Links a Word document to an Excel data source via Mail Merge.
• 📄 Generates one file per row of data.
• 🖋️ Names each file using a value from a chosen Excel column.
• 🎨 Supports multiple output formats (PDF, DOCX, RTF, HTML, etc.).

📋 Prerequisites

• 🖥️ Microsoft Word (2010 or later) with VBA support enabled.
• 📊 An Excel file (.xlsx or .xls) containing your data.
• 📝 A Word document (.docx) with Mail Merge fields configured.

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🚀 How to Use

1. Prepare Your Files

• 📝 Create a Word document with Mail Merge fields (e.g., {Name}, {Address}). Connect it to your Excel file using the Mailings tab.
• 📊 Ensure your Excel file has column headers matching the Mail Merge fields (e.g., "Name", "Address").

2. Add the VBA Script

• Open your Word document.
• Press Alt + F11 to launch the VBA editor.
• Go to Insert > Module and paste the code from SaveAsInviduals.vba.
• ✏️ Customize the script:
  • Replace "Name" with the column name for naming files (e.g., "ID", "CustomerName").
  • Update "C:\YourFolderPath\" to your desired output folder (e.g., "C:\Users\YourName\Documents\Output\"). Ensure the folder exists.
  • Change the fileFormat variable to your desired format:
    • wdFormatPDF for .pdf (default).
    • wdFormatDocumentDefault for .docx.
    • wdFormatRTF for .rtf.
    • wdFormatHTML for .html.

3. Run the Script

• Press F5 or go to Run > Run Sub/UserForm to execute.
• 🎉 The script will generate one file per row in your Excel data!

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🛠️ Code Explanation

• dataField: Defines the Excel column used for naming output files.
• fileFormat: Sets the output format (e.g., PDF, DOCX). Modify this in the script to change formats.
• GetFileExtension: Helper function to match file extensions with formats.
• 🔄 The script loops through each Mail Merge record, creates a new document, and saves it in the chosen format.

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⚠️ Notes

• 📂 Keep your Excel and Word files open while running the script.
• 🔍 If column values are duplicated, files may overwrite each other. Modify the script to append a unique identifier (e.g., row number) if needed.
• 💾 Back up your files before running to avoid data loss.
• 🖌️ Not all formats (e.g., HTML) may preserve formatting perfectly—test your output.

🌟 Example

Excel Data

Name	Address	Phone
John	123 Main St	555-1234
Alice	456 Oak Ave	555-5678

Output (with fileFormat = wdFormatPDF)

• C:\YourFolderPath\John.pdf
• C:\YourFolderPath\Alice.pdf