- Microsoft word mail merge from excel how to#
- Microsoft word mail merge from excel full#
- Microsoft word mail merge from excel zip#
This is useful if you need to customise them further with information not in the spreadsheet. Edit Individual Documents – Use this to view and edit each version separately.Previewing results.įinally, when you’re happy everything is correct, click Finish & Merge. You can even cycle through each recipient from the spreadsheet to check them separately, if required. Before you do, though, you can click Preview Results to see how the finished document will look. When your template is ready, you’ll be able to run a mail merge. You can check that this information is correct by clicking Match Fields to open a new menu.Īll you need to do, then, is insert these fields into your document. So, for example, if the first column in your spreadsheet is ‘FIRST NAME’, Microsoft Word will draw on this for a field called FIRST_NAME. These ‘fields’ are each linked to a column in your spreadsheet. Insert Merge Field – Adds a single field of information from your spreadsheet.Greeting Line – Adds a salutation (e.g.Address Block – Adds a formatted address block to the document.Highlight Merge Fields – Used to make fields stand out from other text.You do this via Mailings > Write & Insert Fields, and your options here include: However, to enable the mail merge, you will also need to add ‘fields’ anywhere that you want to insert information from your spreadsheet. Thank you for subscribing to our newsletter!Īfter this, type your template just as you would any document in Microsoft Word. If you are writing a letter, for example, you would pick ‘Letters’ from this list. As part of this, you can choose a document type by going to Mailings > Start Mail Merge and selecting an option from the dropdown menu. If you haven’t already, you can now create a template document. Creating a Template Document Selecting a document type.
Microsoft word mail merge from excel full#
You can then click Edit Recipient List to view the full list of recipients and, if required, remove entries from the mail merge. This will link your document to the selected workbook.
Microsoft word mail merge from excel how to#
In particular, we will look at how to do this when using an Excel spreadsheet as a data source. In this post, we’ll look at the basics of using mail merge. If, for example, you are sending the same letter to everyone on a mailing list, you can use mail merge to add their names and addresses at the touch of a button rather than typing each one out separately. The mail merge function in Microsoft Word lets you insert information into a template document.
Incorrect formatting of numbers can cause errors in the merge.How to Use Mail Merge with Excel in Microsoft Word
Microsoft word mail merge from excel zip#
Format Numerical Data Correctly: Be sure that things like street numbers and zip codes are properly formatted for the way they should appear once the mail merge is complete.Also, make sure the headers you choose match the merge field names, which will also make it less likely errors will occur. To make it easy for Excel to differentiate between data and labels, use bold text, cell borders, and cell shading that are unique to the header row. A header row is a row containing labels that identify the data in the cells beneath it. Create a Header Row: Create a header row for the sheet you intend to use for the mail merge.Also, make sure the sheets are clearly named, as you have to select the one you intend to use without being able to view it. If it's spread across multiple sheets, combine the sheets or perform multiple mail merges. Put All Data on a Single Sheet: The mailing list data you intend to use for the mail merge must be on one sheet.