1. Email Mail Merge for Lotus Notes and Excel Installation Guide
Author: Gavin Bollard, 19 May 2011
Reviewed: David Turner, 03 Jul 2013, for release 1.4
MailMerge Excel to Notes Project (OpenNTF)

2. Contents
Part 1: Getting the Files
Part 2: Installation

3. Part 1: Getting the Files
Go to OpenNTF (
Look for a project called:
MailMerge Excel to Notes
Click on ‘Download latest release’
Download the latest ZIP File
Extract it.

4. http://www. openntf. org/internal/home. nsf/project. xsp
Excel to Notes (Release 1.2 – October 2011)

5. Part 2: Installation
This needs to be done by someone with the IBM Domino Designer application.
For test purposes, apply it on a single mail database file.
Once tested, you should probably do it on your mail file master template for easy distribution.
Tip: You might like to install into a DominoTeamMailbox template for enhanced generic ‘mail-in’ group mailbox functions.

6. Copy Agents from Project File
In Designer, open the MailMerge.nsf database included in the ZIP File.
On the Left Hand Navigator, expand Code
Double-Click on Agents to see the three Mail Merge agents:
Mail Merge\Create Mail Merge
Mail Merge\Send Mail Merge
Mail Merge\Send Selected Mail Merge
Copy the agents.

7. Paste Agents in Mail File
Open your Mail file or template (7.x or 8.x compatible).
On the Left Hand Navigator, expand Code
Paste the agents onto the Agent node.

8. Copy agents from MailMerge database
Paste into your mail database

9. Plain Text or HTML/MIME to External Recipients?
One other consideration for the Domino Administrator is sending richer HTML/MIME-format s to external recipients (e.g. running Microsoft Exchange/Outlook); Domino default is to send in Plain Text.
To configure this, see IBM InfoCenter documentation for Domino Server:
Message Format: Convert from Notes to HTML
Alternatively, for Notes users, this can now be achieved client-side by editing in the Create Mail Merge agent the constant value:
ALLOW_CONVERT_TO_MIME = True

10. Sign Agents
Right-click to Sign the agents with your user or administrator ID so that a user can execute them.

11. Credits A big thank you to:
David Turner and Sacha Chua for developing such a great utility.
Niklas Heidloff and others on the OpenNTF team for supporting and hosting this project.
Gavin Bollard for initially writing this User Guide.
Thanks those that rate, review and leave feedback on this project!
MailMerge Excel to Notes (OpenNTF)