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When using the WORD mail merge function, there are multiple ways
you are able to export firm information from the McGraw-Hill Network.
- From a Company Search (
Platinum & Plus) when you are looking at a list of firms.
- From a Company Cross Search
(Platinum Only) When you are looking at a list of companies that are
getting involved with projects that you most frequently get involved in.
- From Power Ranking (Platinum
Only) ,when you are looking at a list of firms.
To Export
(after running a search to identify firms of interest)
- Select the firms you are interested in exporting for your mail merge.
- Once selected, click the SAVE AS button, to open the pop up window below:
- Change the format from .Xml to .Csv - The first time you do this you may wish to create and save a template that can be used in the future. This is done by checking the "Create a new CSV template" box and naming this template (in the illustration that follows: firms).
- Next, highlight the fielded data you wish to include:
most likely:
Company,
Name,
Address Line 1,
Address Line 2,
City,
State,
Zip/Postal Code
- Click ADD to move the selected fields into the right hand box. Click CREATE to reset the pop up to the default (.xml), (changing to (.csv) will allow you to check the "Choose a CSV template" box and select the saved template to use).
- If using a saved template the selected fields DO NOT populate, however they are there when exported.
Below is an illustration using the firms template.
- To include ALL firms in the mail merge, check the Save documents to a single file and name the file: sfarchs
- Click Continue to open up the AppletFile download pop up.
NOTE: If this pop up does not appear it may be necessary for you to run a search for ALL FILES AND FOLDERS (entering *.props) and then deleting the applet.props file.
 Click SAVE AS, using the Up button located on the folder to the right of the Look In: field, travel up until you are at your C: drive. Select the folder you wish to place the data, rename the file (if you chose), and click OK.
You will automatically be taken to the DOWNLOAD window and are ready to use WORD for your mail merge.
WORD Instructions
Once in WORD, click on TOOLS, select Letters and Mailings, then MAIL MERGE.
When you have done so, you should see a window similar to what follows where you are able to click on:
Step 1: Select your STARTING DOCUMENT (lower right hand corner)
Step 2: Select your RECIPIENTS, browse to locate your saved .CSV file containing your firms.
Click on Open to further edit your recipient list.
Step 3: Write your Letter
Click on MORE ITEMS to add the database fields to your letter template.
Having added my desired fields and desired content, the template would look similar to what is shown below:
Step 4: Preview your Letters
Step 5: Complete the Merge and PRINT
From here you can edit individual letters and/or insert individual contacts.
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