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Chapter 14. Using Mail Merge Effectively > Using an Access Database as a Data S...

Using an Access Database as a Data Source

If you creating a large mailing, it's likely your information is stored in a powerful relational database program like Microsoft Access. In this section, you walk through using an Access database as a mail merge data source. Before you start, create your main document. You may also want to open your Access database and review it to see which tables contain the data you need, or whether any preexisting queries already select the precise records you need. After you've done so, follow these steps:

  1. Click the Mail Merge Helper button on the Mail Merge toolbar to display the Mail Merge Helper.

  2. Click Get Data.

  3. Click Open Data Source. The Open Data Source dialog box opens.

  4. In the Files of Type drop-down box, choose MS Access Databases.

  5. Browse to, and select, the database you want to use. The Microsoft Access dialog box opens (see Figure 14.15).


    Figure 14.15.


  6. In the Tables In scroll box, choose the table that contains the data you need.

  7. If you (or a colleague) have already built queries in Access that return the records you want, click the Queries tab. The Queries tab opens (see Figure 14.16). In the Queries In scroll box, choose the query you want.


    Figure 14.16.


  8. Click OK.


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