iWork/Numbers: Export data into document

Discussion in 'Mac Apps and Mac App Store' started by treylemon, Feb 2, 2010.

  1. treylemon macrumors newbie

    Joined:
    Sep 26, 2009
    #1
    Hey Everyone,

    We are currently using Numbers Spreadsheets to keep track of customer's payments in our office. We want to be able to export this information into a document which can be personalized based on their name and balance left on their account.

    Ideally I'd like to create a document in pages that would say:

    Dear _______

    Your current balance is ______. You can make this payment such and such way.


    And use the Numbers spreadsheet to fill in the blanks.

    Does anyone know of a way to do this? And if it's not able to be done using iWork...are there any other applications out there that would be able to do this?

    Thanks,

    Trey
     
  2. xUKHCx Administrator emeritus

    xUKHCx

    Joined:
    Jan 15, 2006
    Location:
    The Kop
    #2
    What you are trying to do is called a "Mail Merge"

    Open a Pages document and then go to the Inspector and then the Link Inspector chosing the Merge Option

    Screen shot 2010-02-02 at 21.19.02.jpg

    Select "Choose" and then choose your Numbers document.



    Then press the + button at the bottom of the window and it should give the option to select one of the columns from your Numbers document.


    Place these markers in your document where you want them.

    Screen shot 2010-02-02 at 21.20.19.jpg
    The when you are ready to either print the sheets out or create a separate document then go to Edit - Mail Merge.

    Screen shot 2010-02-02 at 21.20.30.jpg

    Example:

    Screen shot 2010-02-02 at 21.21.41.jpg
     

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