How can i mail merge from excel to word

Mailing merging from Excel to Word is a powerful feature that allows you to automate the process of creating personalized documents, such as letters, reports, or invoices, by combining data from an Excel spreadsheet with a Word template. Here's a step-by-step guide on how to do it:

Prerequisites:

  1. Microsoft Excel 2010 or later version
  2. Microsoft Word 2010 or later version
  3. Microsoft Office 365 subscription (optional)

Step 1: Prepare your Excel data

  1. Open your Excel spreadsheet and select the data you want to use for the mail merge.
  2. Make sure the data is organized in a table format, with each row representing a single record and each column representing a field (e.g., name, address, phone number, etc.).
  3. Save your Excel file as a .xlsx file.

Step 2: Create a Word template

  1. Open Microsoft Word and create a new document or open an existing one.
  2. Design your template with placeholders for the data you want to merge. For example, you can use the << and >> symbols to indicate where you want the data to appear.
  3. Save your Word file as a .docx file.

Step 3: Set up the mail merge

  1. In Excel, go to the "Data" tab and click on "From Other Sources" > "From Microsoft Query".
  2. In the "Query Wizard", select "Use an existing workbook" and choose your Excel file.
  3. In the "Query Wizard", select the table you want to use for the mail merge.
  4. Click "Finish" to create the query.

Step 4: Link the Excel data to the Word template

  1. In Word, go to the "Mailings" tab and click on "Select Recipients" > "Use an Existing List".
  2. Browse to your Excel file and select the query you created in Step 3.
  3. Click "OK" to link the Excel data to the Word template.

Step 5: Merge the data

  1. In Word, go to the "Mailings" tab and click on "Finish & Merge" > "Edit Individual Documents".
  2. Select the output format (e.g., Word document, PDF, etc.).
  3. Click "OK" to merge the data.

Tips and Variations: