

Browse for your Excel file and click Open. Connect Excel spreadsheet and Word document.On the Mailings tab, in the Start Mail Merge group, click Select Recipients > Use Existing List.

On the Mailings tab, in the Start Mail Merge group, click Start Mail Merge and pick the mail merge type - letters, email messages, labels, envelopes or documents. Choose what kind of merge you want to run.If you have already composed your letter, you can open an existing document, otherwise create a new one. For email messages, the steps will be essentially the same. In this example, we will be merging letters. Once the source data spreadsheet is set and reviewed, you are ready to run the mail merge. Here's an example of an Excel sheet that can be used for a mail merge:
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When you run a mail merge, your Excel file will get connected to your Word document, and Microsoft Word will be pulling the recipient details directly from the connected worksheet.īefore running a mail merge in Word, make sure your Excel file has all the information you want to include such as first name, last name, salutation, zip codes, addresses, etc. Preparing Excel spreadsheet for mail merge The goal of the mail merge is to combine the data in File 1 and File 2 to create File 3. The final Word document with personalized letters, emails, labels, or envelopes.Word document with codes for the personalized fields.Excel source file with information about the recipients such as names, addresses, emails, etc.To get a grasp of the basics, you can think of it in terms of 3 documents. A mail merge may look like a daunting task, but in fact the process is pretty simple.
