How do you mail merge from excel to word

Mailing merging from Excel to Word is a powerful feature that allows you to combine data from an Excel spreadsheet with a Word document template to create personalized documents. Here's a step-by-step guide on how to do it:

Prerequisites:

  1. You have an Excel spreadsheet with the data you want to merge.
  2. You have a Word document template with placeholders for the data you want to merge.
  3. You have Microsoft Word installed on your computer.

Step 1: Prepare your Excel spreadsheet

  1. Open your Excel spreadsheet and select the data you want to merge.
  2. Make sure the data is organized in a table format with headers in the first row.
  3. Save your Excel file as a CSV (Comma Separated Values) file. You can do this by going to "File" > "Save As" and selecting "CSV (Comma delimited)" as the file type.

Step 2: Create a Word document template

  1. Open Microsoft Word and create a new document.
  2. Design your document template with placeholders for the data you want to merge. Use the "Insert" tab and select "Quick Parts" > "Field" to insert a field code.
  3. In the "Field" dialog box, select "Merge Field" and enter the name of the field you want to merge (e.g., "Name", "Address", etc.).
  4. Repeat step 3 for each field you want to merge.
  5. Save your Word document template as a.dotx file.

Step 3: Merge the data

  1. Open your Word document template and go to "Mailings" > "Start Mail Merge" > "Step-by-Step Mail Merge Wizard".
  2. Select "Use an existing list" and browse to your CSV file.
  3. Choose the fields you want to merge and click "OK".
  4. Word will merge the data from your Excel spreadsheet with your Word document template.

Tips and Variations: