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Mach5 Mailer Help Docs -- Microsoft Databases

Connecting to an Excel Spreadsheet

Using Microsoft Access or Excel as a tool to help you manage your data, rather than relying on a simple text-based database, may save you a great deal of time in the long run.

You can very easily connect Mach5 Mailer to an already existing Excel database. Below are some details which may help you with that process

Using Microsoft Excel

Excel is really a spreadsheet program, but a spreadsheet can be an excellent data management tool. We recommend always using the direct excel connection because it is simpler.

After you decide to use a Direct Excel connection and choose your Excel spreadsheet file, you need to tell Mailer what information inside the Excel spreadsheet will be used in your mailing. There are some choices here.

The easiest choice: Choose the entire spreadsheet

Mailer can figure out what range of data is in your Excel spreadsheet for you, and can even recalculate that range if you add or delete rows from your spreadsheet later. Just choose the "Select range of cells as table" option, and then click on the "Verify range" checkbox.

Other more advanced ways to use Excel

The other choice, "Select a table from table list," is useful if you want to define a portion of your Excel spreadsheet or set of worksheets to use as a data source. To use this feature you need to create a "Named Table" in Excel. In Excel, first select a range of cells. You can also select entire columns if you wish. Then, under the "Insert" menu, choose the "Name" menu item and the "Define…" submenu. When the dialog box appears, just type a name for your selection, such as "Email Merge," and press the Add button, and close. Consult the Excel documentation for more information.

Named tables appear in the list for the spreadsheet you have chosen. If there are no named tables defined, the list will be empty.

If you are familiar with SQL, or have a table defined in your Excel spreadsheet that you want to use, you can use an Excel connection through ODBC. Just check off the "use direct connection" checkbox, and you'll be prompted to choose your database and define the way you want to connect to it.

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