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How to use an Excel spreadsheet with mail merge in Word to create mailing lists for labels, envelopes, and documents.
Your first step in setting up a mail merge is to pick the source of data you'll use for the personalized information. Excel spreadsheets and Outlook contact lists are the most common data sources, but any database that you can connect to Word will work. If you don't yet have a data source, you can even type it up in Word, as part of the mail ...
When ready, go to Mailings > Finish & Merge > Merge to E-Mail. Merge to E-Mail is unavailable if you have not selected your default email program. Choose the To merge field, the subject, and whether to send as text, HTML, or as an attachment.
Describes how to use the Mail Merge feature in Word to create and to print form letters that use the data from an Excel worksheet. Skip to main content Microsoft
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. If the data source is a .txt or a .csv file, use the Text Import Wizard to set up your data in Excel. After you successfully import a .txt or .csv file, go to Step 2.
Mail merge using an Excel spreadsheet. Insert mail merge fields. Create and print mailing labels for an address list in Excel. Use Word mail merge for email
You can use mail or email merge when you want to create a large number of documents that are mostly identical but include some unique information. For example, you can use mail merge to create individually customized publications with personalized notes or unique addresses and salutations.
Use mail merge rules such as fil in, if/then, next, previous, or skip record to customize your mail merge.
Go beyond the mail merge basics. Import lists from Excel, and use Excel's data and number tools. Customize your mail merge with personalized messages. Mail merge using an Excel spreadsheet.
See Data sources you can use for a mail merge. If you need to sort or filter your mailing list, see Mail merge: Edit recipients. Add personalized content to your letter. Add name, address, and other fields in your database through Merge Fields. Go to Mailings > Insert Merge Field and select the field you want to add.
