How to merge Sage 50 Accounts 2009 data with Microsoft Word

To create a new Microsoft Word document from within Sage Accounts
Open the relevant module, for example, Customers then select the records to be exported to Microsoft Word.
The selected records are highlighted.
From the File menu, choose Office Integration, Contents to Microsoft Word, then choose New Document.

A new Microsoft Word document opens.
Complete the Microsoft Word document, adding your Sage Accounts fields as detailed below:

To view the list of fields that can be used, from the Microsoft Word toolbar, click Insert Merge Field.

A drop-down list appears, displaying all of the Sage Accounts fields that can be merged with Microsoft Word.

Note: The fields available to merge are from the Customer or Supplier Records and are not transactional.

To insert a field, place your cursor at the relevant place on the document then from the Insert Merge Field drop-down list choose the required field.

Once completed, your document appears with the fields that are to be updated during the mail merge appearing in brackets, for example,

To save the document, from the File menu, choose Save As, browse to the required location, enter a file name then click Save.

You have now created and saved a new Microsoft Word document and inserted the required Sage fields.

To open and edit an existing Microsoft Word document via Sage Accounts

Open the relevant module, for example, Customers then select the records to be exported to Microsoft Word.

The selected records are highlighted.

From the File menu, choose Office Integration, Contents to Microsoft Word, then choose Open Document.

The Open window appears.

From the Open window, browse to and select the document that you want to open, then click Open.

If your document does not contain merge fields, this is the only document that opens. If your document already contains merge fields then both the template and the merged document open.
Close the merged document.

The template appears.

Amend the template as required, adding your Sage Accounts fields as detailed below:

To view the list of fields that can be used, from the Microsoft Word toolbar, click Insert Merge Field.

A drop-down list appears, displaying all of the Sage Accounts fields that can be exported to Microsoft Word.

Note: The fields available to merge are from the Sage Accounts records and are not transactional.

To insert a field, place your cursor at the relevant point on the document, then from the Insert Merge Field drop-down list, choose the required field.

Once completed your document appears with the fields that are to be updated during the mail merge appearing in brackets, for example, balance.

To save the document, open the File menu, choose Save As then browse to the required location for the document, enter the required file name and then click Save.

You have now edited an existing Microsoft Word document and added the relevant Sage Accounts fields.

To merge your Sage Accounts data into Microsoft Word

Open the relevant module, for example, Customers then select the records to be exported to Microsoft Word.

The records are highlighted.

Open the File menu and choose Office Integration, Contents to Microsoft Word, then choose Run Mail Merge.

The Open window appears.

From the Open window, browse to and select the Microsoft Word document that you want to open.

The Mail Merge runs based on the selected records and the selected Microsoft Word document.

When the Mail Merge is complete, two documents open. The first is the mail merged document, and the second is the template on which the document is based.

To save the merged document, open the File menu, choose Save As then browse to the required location for the document, enter the required file name and then click Save.

The document saves.

To close the document, open the File menu then choose Exit.

The document closes.

To close the template, open the File menu then choose Exit and when prompted to save the changes, click Yes.

You have successfully completed the mail merge and created the required documents.

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