How do I use contacts from Batchbook in a Mail Merge document?
You can easily use a CSV file that you create in Batchbook to create a personalized letter, flyer, or other document using MS Word’s Mail Merge feature. First, create your list on the List & Reports tab in Batchbook. When your list is done, click the Export CSV button, and then save your list as a CSV file in Excel (or the worksheet program of your choice).
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