Can you mail merge from excel
Yes, you can mail merge from Excel using various methods. Here are a few:
Method 1: Using Word's Mail Merge feature
- Open your Excel file and select the data you want to mail merge.
- Go to the "File" menu in Excel and select "Save As" to save your file as a CSV (Comma Separated Values) file.
- Open Microsoft Word and go to the "Mailings" tab in the ribbon.
- Click on "Select Recipients" and then "Use an Existing List" to select the CSV file you just saved.
- Click on "Finish & Merge" to merge the data with a Word document.
Method 2: Using Excel's built-in Mail Merge feature
- Open your Excel file and select the data you want to mail merge.
- Go to the "Data" tab in the ribbon and click on "From Text" in the "Get & Transform Data" group.
- Select the CSV file you want to use as the data source.
- Click on "Load" to load the data into Excel.
- Go to the "Mailings" tab in the ribbon and click on "Start Mail Merge" to start the mail merge process.
- Follow the prompts to select the Word document you want to merge with the data.
Method 3: Using a third-party add-in
There are several third-party add-ins available that allow you to mail merge from Excel, such as:
- Excel Mail Merge: This add-in allows you to mail merge from Excel to Word, PDF, and other formats.
- Mail Merge for Excel: This add-in allows you to mail merge from Excel to Word, PDF, and other formats, and also includes features such as conditional formatting and merge fields.
Method 4: Using VBA code
You can also use VBA code to mail merge from Excel. Here is an example of how you can do this:
Sub MailMerge()
Dim wdApp As Object
Dim wdDoc As Object
Dim wdMailMerge As Object
Dim wdDataSource As Object
Set wdApp = CreateObject("Word.Application")
Set wdDoc = wdApp.Documents.Open("C:\Path\To\Document.docx")
Set wdMailMerge = wdDoc.MailMerge
Set wdDataSource = wdDoc.MailMerge.OpenDataSource("C:\Path\To\Data.csv", wdMergeDataSourceCSV)
wdMailMerge.Execute wdSendToNewDocument
wdApp.Quit
Set wdApp = Nothing
Set wdDoc = Nothing
Set wdMailMerge = Nothing
Set wdDataSource = Nothing
End Sub
This code opens a Word document, sets up the mail merge, and then executes the merge. You'll need to modify the code to match your specific needs and file paths.