Advantage Xi Mail Merge
to Microsoft Publisher

 

  1. From the Mark-It Advantage Xi address book mark all the records that you want to merge with Microsoft Publisher or go into an individual contact record
  2. Click on Print > Publisher Mail Merge
  3. Select the Fields you want to merge into the Document then press [Merge]
  4. Microsoft Publisher will load and display a blank document.
  5. Select the document you want to merge with or create a new document
  6. Click on Tools > Mail and Catalog Merge > Mail and Catalog Merge Wizard…
  7. Wizard Step 1 – Select Mail Merge then press NEXT
  8. Wizard Step 2 – Select Use an existing list then press BROWSE…
  9. At the browse screen select or type MailMerge.CSV from the MY DOCUMENTS folder then press OPEN
  10. Select COMMA Separator
  11. This will display a list of names that were exported from Advantage Xi press OK
  12. Then press NEXT
  13. Wizard Step 3 – Move your cursor into the document where you want to place the merge fields
  14.        then select the Merge Field Name from the list of fields in the Wizard section
  15.        click on "T" field to insert the Text Field into the Document
  16. Common Merge fields:
    1. MailingName
    2. CompanyName
    3. Address
    4. City
    5. State
    6. Zipcode
    7. Greeting    (This is the Primary and Secondary first names)  “Mark & Kathy”
  17. Wizard Step 4 – press NEXT to complete the merge