Error: Unable to open data source when Merging Fund Statements with Microsoft Word

When merging Fund Statements with Microsoft Word, the error "Unable to open data source" may occur.

Change the file extensions for the files being exported to be .txt instead of .dat. You also need to change this in the Word document. You may need to re-insert the databases for the gift and grant detail.

Tip: Word 2007 does not work well with the .dat type files. Word 2003 may work okay for a while but then after a Microsoft update it will not work, so we suggest you export files as a type .txt rather than a type .dat.

Tip: In your Word document press Alt-F9 to toggle between the merge fields and the data.

In order to re-insert the databases for the gift and grant detail, see the attached document.

 

Gift and Grant Detail Merge Template.pdf

Environment

 FIMS

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