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However, unlike the GMass method, it can be a little more confusing. To do this, follow these steps: Click Start from existing document. Before you start mail merge in Word and Excel, you need to ensure that your Excel file is well-formatted. On the Mail Merge tab, select the template that you want in the Select Template dialog box, and then click OK.
#CREATE MAIL MERGE FROM EXCEL HOW TO#
To begin the mail merge process, you first need to choose what sort of document you want to create. Here’s a walk-through for how to create a mail merge in Word and Excel to create personalized mass letters: Step 1: Format Your Excel Workbook. For example, FirstName, LastName, and Address are header rows. The first row of the table is the header row and contains the field names for the data source. Word can automatically insert all the appropriate greeting text, title, and name fields at once, so you don’t have to insert the text and required merge fields yourself.ĭata source information is stored in a table. Word can automatically insert all the appropriate address fields at once, so you don’t have to insert the five or six merge fields yourself.Ī group of merge fields that make up the greeting line of a mail merge document, such as “Dear Mr.
#CREATE MAIL MERGE FROM EXCEL ZIP#
For example, a single address is made up of a name, street address, city, state, and zip code. An example would be: Dear «FirstName».Ī group of merge fields that make up an address in a mail merge document. Make sure: Column names in your spreadsheet match the field names you want to insert in your labels. Here are some tips to prepare your data for a mail merge. Merge fields appear with chevrons (« ») around them. To create and print the mailing labels, you must first prepare the worksheet data in Excel, and then use Word to configure, organize, review, and print the mailing labels. For example, a single record would include a person’s first and last names, address, phone number, and date of birth.Ī merge field is where you want to insert the information from a data source into a main document. In the drop-down menu, you’ll see all the different mail merge documents available to you. Click on the Mailings tab and click Start Mail Merge. Open a new Word document, which will be the main document that will be sent to each recipient in your mail merge. For example, the field «LastName» would only contain people’s last names.Ī record is an entire set of data fields that relate to a single thing or person. Step Two: Create the Document in Microsoft Word. Excel spreadsheets, Access databases, or Word document tables are good examples of data sources.Ī data category that stores a specific piece of information. For example, it has records containing the names and addresses of the people a mail merge letter is sent to. The starting document contains the field names for the variable information, like the names and addresses that will be inserted.Ī file that contains the information to be inserted into the main document during a mail merge.
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If you are doing a letter mail merge, envelopes, lables, or email, Word is the application that handles the mail merge.(Main Document) A document that contains the information that is the same for each merged document.
I'm focusing on email mail merges in this article but Word is involved in all mail merges. The one field you MUST have that I didn't list was the person's email address. You will learn how to set up the Excel file with all the important information needed for a seamless merge. I may need the following fields: title, first name, last name, department, company, job title, and other fields. Learn how to create a Mail Merge using Word and Excel. Your header row or fields must be in row 1 of Excel. In a mail merge operation a data source contains all the information that is pulled in. I keep my list of individuals in an Excel spreadsheet. How to create an Excel or CSV data source for a mail merge operation. csv file, use the Text Import Wizard to set up your data in Excel. If you had 100 people in Excel, after setting up the mail merge in Word, you should end up with 100 Sent items in Outlook's Sent folder. Step 1: Set up your data source in Excel If you're using an Excel spreadsheet as your data source for a mail merge in Word, skip this step. Word - where all Mail Merges happen, including an Email mail merge The order these apps are used would be Excel, then Word, and finally, Outlook.Įxcel - stores the data of individuals you want to send a personalized email Need to send personalized emails to individuals all at one time? That is called an " Email Mail Merge." I'm going to use Excel, Word, and Outlook - part of Microsoft 365 - to create and send bulk emails out.