Instructions for Mail-Merge with Microsoft Word 97
(the steps may be different for other versions of Word)
1) Create a merge file using mailing label feature [6,1 from the
Main Menu]. Choose any combination of criteria such as Zip Code,
Customer Type, etc. At the very least it is useful to restrict the
Zip Code range to 01000->99999 to ignore those customers with no
zip code. Choose Start and be sure to select the option to create
the "\MERGE1.CSV" file instead of choosing 1,3 or 4-across labels.
2) Open Microsoft Word 97
3) Choose Tools, Mail Merge
In the pop-up window there are three steps to follow:
A) Main Document
Choose Create, Form Letters, Active Window. The Data
Source button will become active.
B) Data Source
Click Get Data and drag down to Open Data Source. When
prompted for a file name, type C:\MERGE1.CSV in the File
Name entry field and click Open. A dialogue box will
appear. Select Edit Main Document.
* This file name might be different for different version of Shop-Pro
* For Shop-Pro version 9.4 and above this file could be C:\MERGE1.CSV
or A:CUSTLIST.CSV depending on which choice you made.
* If you creat the merge file from a screen in Shop-Pro Other than
the 6,1 screen the file could be C:\CUST4.CSV or C:\MERGE3.CSV etc.
* For Shop-Pro version 9.2 this file could be called C:\MERGE1.JS
* For Shop-Pro version 8.7 this file could be called \MERGE1.JS
A blank document page will appear. Begin typing the form
letter. Anywhere information from the merge file is to appear
click the Insert Merge Field button (to the top and left of
the document) and drag down the list to the appropriate field
name; the field name will appear in the document with brackets
around it. Remember, itþs a good idea to save your work
periodically. When you are finished:
C) Merge the data with the document
Begin merging by clicking the third icon from the right of the
Merge Task Bar. The icon is a piece of paper with and arrow
pointing right and three periods. Its to the right of the icon
with the paper, arrow and printer and to the left of the
You should repeat these steps each time you want to do a mailing.