Generating a CSV report to use in Microsoft Word for mail merging

If you need to create a mail merge to send out letter to employees or clients you can use the report builder to extract the information to CSV.

This is not a guide on how to use “Templating and mail merging” in Devi.
Devi has it’s own mail merging system, please see the help documentation for more information about this feature.

Step by step how to use the report writer to extract information from your account to use in mail merging software.

  1. Go to “Reports” and click the add button to create a new custom report
  2. Choose either “Employee” or “Contact”
  3. Select First name, last name, and all fields for address
  4. Save the report
  5. Generate the report and you can save as CSV to import into your mail merging software