For more info, see Data sources you can use for a mail merge.įor more info, see Mail merge: Edit recipients.įor more info on sorting and filtering, see Sort the data for a mail merge or Filter the data for a mail merge. We'll outline a much more linear process - creating an address file in Excel, merging in.
#Creating a mail merge from excel to word how to
Connect and edit the mailing listĬonnect to your data source. Learning to use Mail Merge in Microsoft Word can be a daunting task if you're trying to use Microsoft Help. Learn how to use Excel mail merge to merge data, like names and addresses, from an Excel spreadsheet into a Microsoft Word document with ease.
The Excel spreadsheet to be used in the mail merge is stored on your local machine.Ĭhanges or additions to your spreadsheet are completed before it's connected to your mail merge document in Word.įor more information, see Prepare your Excel data source for mail merge in Word. For example, to address readers by their first name in your document, you'll need separate columns for first and last names.Īll data to be merged is present in the first sheet of your spreadsheet.ĭata entries with percentages, currencies, and postal codes are correctly formatted in the spreadsheet so that Word can properly read their values. In Microsoft Office Word 2007, click Start Mail Merge in the Start Mail Merge group on the Mailings tab, and then click Step by Step by Mail Merge Wizard. Make sure:Ĭolumn names in your spreadsheet match the field names you want to insert in your mail merge. Here are some tips to prepare your Excel spreadsheet for a mail merge.