To get a grasp of the basics, you can think of it in terms of 3 documents. Prepare Excel spreadsheet for Mail MergeĪ mail merge may look like a daunting task, but in fact the process is pretty simple.This tutorial provides an overview of the main features and explains how to do a mail merge from Excel step-by-step. It lets you quickly create custom letters, emails or mailing labels in Word by merging the information you already have in your Excel spreadsheet. Mail Merge can be a real time-saver when it comes to sending mass mailings.
In the Home tab, within the Ribbon, click the dropdown arrow besides General.This end-to-end tutorial will teach you how to effectively mail merge in Word using an Excel sheet as the data source. To make any changes, select the cell or a range of cells that contains the numerics. Numeric data for any contact, like ZIP codes, discount percentages, mileages, currencies, etc., should be in the appropriate number format. For example, in the current tutorial, every available contact detail of the customer James Butt is accessible between cells A2 and J2. You need to ensure that the spreadsheet file contains contact data as one record per row pattern. You should edit the column headers to match the placeholder names that you’ll be using in the email or letter template document. Word will use these column headers as Merge Fields when you use Microsoft Word mail merge. The first row should only have column headers starting from cell A1. To avoid any inconsistencies in your bulk emails or letters, you need to tweak your Excel file as mentioned below: If you don’t have an Excel file with contact details, you may use this sample Excel file for trial purposes. For mail merge, you’ll use Excel to create a database that Word will use later on.
Microsoft Excel workbook database is most preferred when you need to use mail merge in Word.
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