Continue mail merge in excel

Here's a continuation of the mail merge process in Excel:

Step 4: Create a Mail Merge Template

In this step, you'll create a template in Word that will serve as the basis for your mail merge. You'll use this template to format the text and layout of your letters, and then merge the data from your Excel spreadsheet into the template.

  1. Open Word and create a new document.
  2. Set the margins and layout to your desired specifications.
  3. Type in the header and footer information, such as the company name and address.
  4. Insert a table or a text box to hold the merge fields.
  5. Save the document as a template (e.g., "Mail Merge Template.dotx").

Step 5: Set Up the Mail Merge

In this step, you'll set up the mail merge in Word by linking it to your Excel spreadsheet.

  1. Open the Mail Merge Template you created in Step 4.
  2. Go to the "Mailings" tab in the ribbon.
  3. Click on "Select Recipients" and then "Use an Existing List".
  4. Browse to your Excel spreadsheet and select the sheet that contains the data you want to merge.
  5. Click "OK" to link the spreadsheet to the mail merge.

Step 6: Map the Fields

In this step, you'll map the fields in your Excel spreadsheet to the corresponding fields in your mail merge template.

  1. Go to the "Mailings" tab in the ribbon.
  2. Click on "Write & Insert Fields" and then "Insert Merge Field".
  3. Select the field you want to map (e.g., "Name") and click "Insert".
  4. Repeat this process for each field you want to map.
  5. Use the "Map Fields" button to match the fields in your Excel spreadsheet to the corresponding fields in your mail merge template.

Step 7: Preview and Edit the Merge

In this step, you'll preview the merged document and make any necessary edits.

  1. Go to the "Mailings" tab in the ribbon.
  2. Click on "Preview Results" to see a preview of the merged document.
  3. Review the document to ensure that the data is being merged correctly.
  4. Make any necessary edits to the document, such as formatting or correcting errors.
  5. Save the document as a new file (e.g., "Merged Letters.docx").

Step 8: Print or Export the Merge

In this final step, you'll print or export the merged document.

  1. Go to the "Mailings" tab in the ribbon.
  2. Click on "Print" to print the merged document.
  3. Alternatively, you can export the document as a PDF or other file format.
  4. Review the printed or exported document to ensure that it is accurate and complete.

That's it! With these steps, you should be able to complete a mail merge in Excel and Word.