Export Client Details with Mail Merge - Reckon · 2020. 4. 28. · 2. Create the Mail Merge template. First, you will need to create a mail merge document for Practice Management

EXPORT CLIENT DETAILS WITH MAIL MERGE

RECKON ELITE PRACTICE MANAGEMENT

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Export Client Details With Mail Merge | Reckon Elite

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Disclaimer

Every effort has been made to ensure the accuracy and completeness of this document.

However, Reckon Limited, its subsidiaries, employees and agents, cannot be held liable for

any errors or omissions. This document should not be relied on as a detailed specification

of the system. This document is not taxation or legal advice. In addition, Reckon Limited

reserves the right to issue revisions, enhancements and improvements to Reckon Elite

software at any time without notice. Every reasonable effort will be made to ensure that

the document is kept up to date and that the user is not inconvenienced as a result of any

change.

Author

Created and Published by Reckon Limited Level 12, 65 Berry Street

North Sydney NSW 2060

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including photocopying, without written permission of Reckon Limited.



Contents

Disclaimer .............................................................................................................................. 2

Author ..................................................................................................................................... 2

Copyright ................................................................................................................................ 2

1.1.1.1. IntroductionIntroductionIntroductionIntroduction ....................................................................................................................... 4

2.2.2.2. Create the Mail Merge template.Create the Mail Merge template.Create the Mail Merge template.Create the Mail Merge template. ....................................................................................... 4

3.3.3.3. Perform the Mail Merge to Word.Perform the Mail Merge to Word.Perform the Mail Merge to Word.Perform the Mail Merge to Word. ................................................................................... 10

4.4.4.4. Import the data into Excel.Import the data into Excel.Import the data into Excel.Import the data into Excel. .............................................................................................. 12



1. Introduction

This guide will show you step by step how to export client details from Practice Management,

first into a Word document, and then into a CSV document which can be opened in Excel.

2. Create the Mail Merge template.

First, you will need to create a mail merge document for Practice Management to send out all

the details you require for your report.

1. From the Home screen of Practice Management, click on the Mail Merge icon in the

top toolbar, or select Mail Merge from the Data Centre button.



2. The Mail Merge windows will appear. Leave the drop down selection as ‘Client details

only’, and click new.



3. In the window that pops up, give the template a name, and click OK.

4. Microsoft Word should now open to a blank document.



5. Open the ‘Mailings’ section of the ribbon. Here you will find all the options for creating

a Mail Merge document. Click the button labelled ‘Insert Merge Field’, to access the list

of available merge fields from Practice Management.



6. Select all the fields you wish to export from Practice Management, inserting a comma

in between each merge field. Once you have selected all the fields you wish, click the

button labelled ‘Rules’ from the toolbar, and select ‘Next Record’.

7. Copy and paste the set of tags, so that it fills one entire page in Word.



8. Save the mail merge document and close Microsoft Word.



3. Perform the Mail Merge to Word.

Now that the Mail Merge template has been created, you will need to perform the mail

merge. Practice Management will then send the selected data to Word. From here,

you may wish to be able to export this list of clients to Excel.

1. Back in Practice Management, select the newly created report, and after setting any

other options, click ‘Perform Mail Merge’. Microsoft Word will then open with the mail

merge document showing the exported data.



2. Go to the File menu, and select ‘Save as’. Select to save as type ‘Plain Text (*.txt), and

give the document a name. Click Save.

Another window will pop up with File Conversion options. Click OK on this window

without changing any settings.



4. Import the data into Excel.

1. Open Microsoft Excel, and Open a document. Change the file type to ‘Text Files (*.prn,

*.txt, *.csv) and select the document you saved in the previous step. Click Open.



2. You will then be presented with 3 options screen. On the first screen, make no

changes, and click ‘Next’.

On the second screen, deselect ‘Tab’ and select ‘Comma’ as the delimiter.



Finally, on the third screen click ‘Finish’ without making any changes.

3. The data from the Mail Merge should now appear in excel, with each field in a separate

column.

Documents

Export Client Details with Mail Merge - Reckon · 2020. 4. 28. · 2. Create the Mail Merge template. First, you will need to create a mail merge document for Practice Management