How can I do a mail merge with MYOB?

You may from time to time want to send an email out to a group of your clients and you have their information in MYOB. It is actually very straightforward to complete a mail merge with Outlook if you
have Microsoft office

The first thing you need to do is get your mail merge email list – the customers that you want to contact. You can get these by doing an export of the customers to a text file from MYOB. This can be done by going to File>Export>Cards>Customers Cards. At this stage you can narrow the list down by any "identifiers" that you use, by postcode if you want to target people in an area or else via the custom list fields.

Once you have created the text file you can then use it in Microsoft word i to create letters or even to send emails.

To do the mail merge or email merge once you have the text file there is a very good article from Microsoft on how to do this here

For more info about how custom lists can be of use to you and your business give us a call on 0800 160 260 or complete the form to the left and we will look forward to hearing from you.

We also provide a wide range of MYOB help (link to services), MYOB support and MYOB training as well as supply and installation of many of the MYOB programs such as MYOB Payroll.