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Create excel macro that works with Outlook

min $50 USD / hour

In Progress
Posted over 4 years ago

min $50 USD / hour

I work for a nonprofit that provides services for about 35 health care clients in Texas. Every month, I need to send these clients an excel spreadsheet with information about their patients. I have one excel spreadsheet of this information for all the clients. I need an excel macro that will do the following: 1. Split the spreadsheet into 35 separate excel spreadsheets, one for each client that has the name of the client and the specific month of the data run. 2. I need the macro to create an email in Outlook from the same template (attached) for each client (with multiple email addresses per client) with its own excel spreadsheet attached. 3. So basically I want to press a button (see excel sheet) for the split and email to be created. All I want to do is review each of the emails to each client and send it. You will see in the excel file that someone created this macro already that was specific to a computer. I have switched computers and the macro no longer works. Can you create the macro so it's not specific to a specific computer but works with any computer? Not sure if this is possible if you have to link it to an outlook email. Also, happy to entertain other ways of doing this based on your expertise. I am working off of a process that someone else started. If there is a better way, I am all ears. On the excel spreadsheet SPSS Data tab, there would normally be a lot of data in there and many different clients. I eliminated much of the data for ease. Normally, there would be 1,000+ lines of data in there with many different "projects" who are the clients I spoke of.
Project ID: 21213223

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7 proposals
Remote project
Active 5 yrs ago

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Hi, there! My name is Paris, and I was glad to see that you're looking for an Excel developer. According to your brief, you want to have an Excel macro to split the data in your Workbook in separate workbooks and send them to your recipients. I plan to use a combination of formulas and VBA code to accomplish this. The Excel file will run on PCs. I will charge you $25/hour and I'm going to spend 5 hours maximum. I'm among the most experienced and skilled Excel, and VBA developers on this platform. In particular, I am in the top 2% of the freelancers having completed over 320 projects successfully in six years, and I feel confident in achieving your task as well. I'm online from 7 am to 9 pm, Athens time (including weekends). I'm looking forward to working with you. Sincerely, Paris Pallas
$50 USD in 5 days
4.9 (224 reviews)
7.4
7.4
7 freelancers are bidding on average $50 USD/hour for this job
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Dear Client I am an experienced VBA and excel developer and have served the clients throughout the globe. Please review my profile to get an insight into the quality of my services. I have reviewed your job and ready to proceed to it. Will be waiting for your response to proceed further. Warm Regards Ali
$50 USD in 40 days
5.0 (165 reviews)
8.0
8.0
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Hi, my name is Selim. I am from UK. I read your `Create excel macro that works with Outlook` project descriptions carefully before bidding. I checked the attached template as well... I got what you need and ready to go ahead as soon as we can clarify further project details. I am 5-star excel and vba coding expert here at freelancer.com. Pls check my profile and feedbacks first to have some idea about the quality of my previous businesses. I had many similar excel tasks, including automated data extraction, aggregation and reporting, all achieved with 5/5 rating. Kindly get back to me if you wish to proceed with a top-rated and reliable partner here...pls note that I only deliver best quality at a reasonable price, and I am open for longterm partnerships, if you wish too... I bid my best for you to start business, and I am ready to prepare an excel workbook template for you to check & validate, once you give me a reply... Kind Regards, Selim
$50 USD in 40 days
4.9 (316 reviews)
7.9
7.9
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Hello, I am Excel Expert and VBA Developer, checked your file and can help you to develop desirable algorithm Not sure about flexibility with outlook but if computer will be windows based with new excel should work for all of them contact me if interested, thanks & Regards
$50 USD in 5 days
5.0 (211 reviews)
8.0
8.0
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Hi, Would you like to see a quick demo of your project on developing an Excel macro that will split Excel spreadsheet into 35 separate and create email outlook from the Excel template for each client which will be executed by the click on a button completed before you award the project? You can consider it professionally done in less than 24 hrs. I can tell you about how highly experienced and multi-talented I am. But I’m sure you need more than that. In less than 24 hrs, I can complete a sample of the job before you award the project so you can be sure you’ve entrusted your job in the best hands. No commitments required! I’d love to discuss more on what would make this project a success for you. Can we have a quick chat? Thanks for your time.
$50 USD in 40 days
4.9 (50 reviews)
6.4
6.4
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Hi, I can write a VBA code to let you select the client, select all the client's data from your file and create a new excel file, open an Outlook e-mail, fill it with your standard body, attach the client excel file and send it with one click on a button. Best regards, Florin Enache
$50 USD in 40 days
5.0 (20 reviews)
5.2
5.2

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Flag of UNITED STATES
Austin, United States
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