Can someone help me with a mail merge?

Question

I am trying to do a direct mail campaign myself.  I have a Macintosh computer that is running Office 2008.  When I open my data source in Excel I get a an error message that says "This file needs to be opened by the Excel Workbook text converter, which may pose a security risk if the file you are opening is a malicious file.  Choose OK to open this file only if you are sure it is from a trusted source."

I choose OK because I have created the Excel file myself but I get an error message that says"The converter necessary to open this file cannot be found."

Has anyone else had this problem?  I have searched the internet and not found anything that works to fix the Excel workbook text converter problem.

Can anyone on Bigger Pockets help me?

Arthur Botting · Answer

Johnathon and Robert,

Thank you so much for both responding to my post.  I was driving myself crazy yesterday trying to get the mail merge to work.  I got up this morning and read the article that Robert sent me and Bullseye!  The info was right there.  All you have to do is save the Excel file as a .csv file.  I'll have my first 125 pieces going out today.

I hope you guys have a very successful year in real estate investing.  And thank you for taking the time to help me.  I am grateful.  BTW - that article is very helpful!  You should look it over for your next mailing.

Arthur

Account Closed · Answer

all courtesy of a guy on here called @BRANDON Foken

Account Closed · Answer

@Arthur Botting hey! This is probably one of the most comprehensive articles on yellow letters and mail merges with photos and steps. I use it. Came from a guy out in the Bay Area.

Enjoy!

http://www.adventuresinbayarearealestate.com/2013/02/04/how-to-guide-yellow-letters/

George Allen · Answer

Sure you use Word.  You set up your data fields in Word.  Then you merge

http://www.fontstuff.com/word/wordtut02.htm

Steve Babiak · Answer

Updating link given above:

https://bayarearealestateadventures.wordpress.com/...

Tony Cavalli · Answer

This is all awesome ^^

Jonathan Jimenez · Answer

Long shot here, but send it as an email attachment to a gmail account and try opening it through Google Docs.

Hope it helps!