Mail Merge Overview

Sep 19, 2023
2 minutes to read

The Mail Merge functionality enables you to automatically generate a set of documents based on a single template and include unique data values retrieved from a data source into each document. This feature can be useful for a variety of business requirements, such as personalizing letters, and composing catalogs and reports.

Mail Merge Process

To perform a mail merge, you need a template and a data source.

A template is a document containing placeholders for the information that will be merged from a data source (mail merge fields). See the Template Document topic to learn more about mail merge templates.
A data source contains data that will be merged into fields in a template to create merged documents. A data source can be any object that exposes the IList interface, such as a ArrayList or a DataTable. So, you can create a mail merge data source at runtime, or retrieve data from an external database using data adapters.

Use the template workbook’s Workbook.MailMergeOptions property to get access to the mail merge options.

The template workbook’s Workbook.GenerateMailMergeDocuments method finalizes the mail merge process. It returns a collection of resulting workbooks (if the Single Sheet or Multiple Sheets mail merge mode is used, the collection will contain a single workbook). You can open the resulting workbook or save it to a file or stream.