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Question

Question

Mail Merge from CRM program into Laserfiche

Laserfiche Integrations
Updated August 19, 2014
asked on August 15, 2014

My company has a CRM with a custom table.  We do a Word Mail Merge using data from the custom table using the CRM's SDK.

Basically they click the Mail Merge button we created within the CRM.  It opens a word Template finds the custom Mail Merge tags we added and then replaces them with the data from the CRM.

Normally they would just attach the document back into the CRM but we are trying to get away from this and want the document to go into Laserfiche with the proper Metadata.

What would be the best way of going about this?

They could easily use the Laserfiche addon to save the document into Laserfiche but it doesn't look like I can add any metadata at this stage and we also don't necessarily want to print the document into LF with Snapshot as we may want to alter it after the Merge.
 

Is this something where we would have to somehow access the LF COM Addin in Word?  Is that even possible I haven't tried yet?

Any thoughts or suggestions would be greatly appreciated.

Thanks in advance.
-Eric

 

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Answer

SELECTED ANSWER
replied on August 18, 2014

If you can do most everything from Workflow and just have Word import the document with enough data in the name to allow for a workflow to query the data from the CRM, then that would be best. So, yes, I think what you suggested is a good approach. You can invoke LFSO from VBA using Word macros but I think that will be brittle and cumbersome to deploy.

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Replies

replied on August 18, 2014

So far the only thing I have been able to figure out is:

 

  • Upon creation of the Word Document using our custom Mail Merge button
  • Rename the Document to the template name and add the Contact ID in brackets.
  • I can save the document to a folder in Laserfiche and then make a workflow run which will parse out the Contact ID and then do a Query on the database for the Contact ID
  • Then just apply my template with the MetaData I need on the document

 

Does this seem like a valid solution or am I going about this completely wrong?


 

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SELECTED ANSWER
replied on August 18, 2014

If you can do most everything from Workflow and just have Word import the document with enough data in the name to allow for a workflow to query the data from the CRM, then that would be best. So, yes, I think what you suggested is a good approach. You can invoke LFSO from VBA using Word macros but I think that will be brittle and cumbersome to deploy.

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replied on August 19, 2014

Thanks Michael. I appreciate your input.

-Eric

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