Mail merge to a letter
You can use ChurchSuite to mail merge to Microsoft Word letters - ideal for adding personalised addresses and salutations directly onto a standard letter. Mail merge is also useful when printing labels - see the separate article on Printing labels through ChurchSuite.
In order to mail merge within Microsoft Word (and similar word processing applications), you will need to produce a merge file with the contact data in, which will be used for the personalisation. ChurchSuite provides this for you, however, in terms of the actual Mail Merge process using Microsoft Office we recommend taking a look at the following Microsoft support page.
Here is how you can create the merge file you need...
Heading into the the Communication section of the relevant module. For instance, to produce a merge file of adult contacts you'll need to be in the Address Book, for parents and/or children you will need to be in the Children module, and for givers you'll need to work within the Giving module.
In Section 1 choose which people you wish to communicate with. You can click Select all to include all people, or you can make a manual selection of particular individuals, or your can select a grouping of people in a Tag.
Next, in Section 2 locate the shaded box that says CSV and select Options.
In addition to contact detail fields you can also select Tags, Key Dates, Custom Fields, Communication and Privacy settings, and optionally include Children's [first] names in the output if you wish. When you are ready select Export to CSV. Save the CSV file to your preferred location in your device.computer.
The CSV file can easily be further viewed in spreadsheet applications like Microsoft Excel. You now have a merge file suitable for use with your preferred mail merge application.
The ChurchSuite app - PDF/CSV constraints
The ChurchSuite app (iOS and Android) does not support the printing of PDFs (labels, envelopes, PDF contact directory) over Apple AirPrint or Android Google Cloud Print. It is also not possible to download data in CSV format within the app environment. For that reason these options will not be available to app users in the Communication and Reports sections of ChurchSuite. However, PDF printing and CSV download is possible within a browser environment on any device.