Can i do a mail merge using two different workbooks

Yes, you can do a mail merge using two different workbooks in Microsoft Excel. Here's a step-by-step guide to help you achieve this:

Prerequisites:

  1. Both workbooks should be in the same format, with the same column headers.
  2. The data in both workbooks should be organized in a similar way, with the same columns and rows.

Step 1: Prepare the data

  1. Open both workbooks and select the entire data range (including headers) in each workbook.
  2. Copy the data from one workbook and paste it into a new worksheet in the same workbook. This will create a new worksheet with the combined data.
  3. Repeat the same process for the second workbook, copying the data and pasting it into a new worksheet in the same workbook.

Step 2: Create a new workbook for the mail merge

  1. Create a new workbook for the mail merge.
  2. In this new workbook, create a new worksheet for the mail merge data.
  3. Go to the "Data" tab in the ribbon and click on "From Other Sources" > "From Microsoft Query".
  4. In the "Query Wizard", select the first workbook as the data source and the worksheet with the combined data as the table.
  5. Repeat the same process for the second workbook, selecting the worksheet with the combined data as the table.

Step 3: Set up the mail merge

  1. Go to the "Mailings" tab in the ribbon and click on "Start Mail Merge" > "Step-by-Step Mail Merge Wizard".
  2. Select "Use an existing list" and choose the new workbook you created in Step 2.
  3. Select the worksheet with the mail merge data as the list.
  4. Choose the document type (e.g., Word document, PDF, etc.).
  5. Click "Next" and then "Finish" to complete the setup.

Step 4: Merge the data

  1. Go to the "Mailings" tab in the ribbon and click on "Merge" > "Merge to Document".
  2. Select the document type you chose in Step 3.
  3. Choose the output location for the merged document.
  4. Click "Merge" to start the mail merge process.

Tips and Variations: