365 mail merge on mac

A classic challenge!

To perform a 365 mail merge on a Mac, you'll need to use a combination of Microsoft Excel, Microsoft Word, and some clever formatting. Here's a step-by-step guide to help you achieve this:

Prerequisites:

1. Microsoft Office 365 (Word and Excel) installed on your Mac.
2. A list of 365 recipients in an Excel spreadsheet (e.g., recipients.xlsx).
3. A Word document template with placeholders for the merge fields (e.g., template.docx).

Step 1: Prepare your Excel spreadsheet

1. Open your Excel spreadsheet (recipients.xlsx) and make sure it has the following columns:
   • Name
   • Email
   • Address (optional) *...and any other fields you want to include in your mail merge.
2. Ensure that the data is clean and formatted correctly. You can use Excel's built-in functions to clean and format the data.

Step 2: Create a Word document template

1. Open Microsoft Word (template.docx) and create a new document.
2. Add placeholders for the merge fields using the Insert > Quick Parts > Field menu. For example:
   • Name: &[Name]&
   • Email: &[Email]&
   • Address: &[Address]&
3. Format the placeholders as needed (e.g., font, size, color).

Step 3: Perform the mail merge

1. Open your Excel spreadsheet (recipients.xlsx) and select all the data (Ctrl+A).
2. Go to Data > From Text > From Microsoft Query (or use the shortcut Ctrl+Shift+F).
3. In the Query Editor, select the Word option and choose your Word document template (template.docx).
4. Click OK to start the mail merge process.
5. In the Mail Merge dialog box, select the Use an existing list option and choose your Excel spreadsheet (recipients.xlsx).
6. Click OK to start the merge process.

Step 4: Review and save the merged documents

1. Review the merged documents to ensure they are correct and formatted as expected.
2. Save the merged documents in a new folder or location.

Tips and Variations:

• To merge only specific fields, use the Select > Field menu to select the fields you want to include.
• To merge multiple documents at once, use the Mail Merge dialog box to select multiple documents and then click OK.
• To save the merged documents in a specific format (e.g., PDF), use the Save As menu and choose the desired format.

By following these steps, you should be able to perform a 365 mail merge on your Mac using Microsoft Office 365.