How to add excel sheet data in mail merge

Mail merge is a powerful feature in Microsoft Word that allows you to combine data from an Excel spreadsheet with a Word document template to create multiple documents with unique information. Here's a step-by-step guide on how to add Excel sheet data in a mail merge:

Prerequisites:

  1. You have an Excel spreadsheet with the data you want to merge.
  2. You have a Word document template with merge fields (e.g., FirstName, LastName, Address, etc.).
  3. You have Microsoft Word and Excel installed on your computer.

Step 1: Prepare your Excel spreadsheet

  1. Open your Excel spreadsheet and make sure it's in a format that can be easily imported into Word, such as a table or a range of cells.
  2. Ensure that the column headers in your Excel spreadsheet match the merge fields in your Word document template.

Step 2: Create a new Word document

  1. Open Microsoft Word and create a new document.
  2. Go to the "Mailings" tab in the ribbon.
  3. Click on "Select Recipients" and then "Use an Existing List" to select your Excel spreadsheet.

Step 3: Map the Excel data to the Word merge fields

  1. In the "Mailings" tab, click on "Match Fields" to open the "Match Fields" dialog box.
  2. In the "Match Fields" dialog box, select the Excel column headers that match the merge fields in your Word document template.
  3. Click "OK" to close the dialog box.

Step 4: Insert the Excel data into the Word document

  1. In your Word document, place your cursor where you want to insert the data.
  2. Go to the "Mailings" tab and click on "Insert Merge Field" to insert a merge field.
  3. Select the merge field that corresponds to the Excel data you want to insert.
  4. Repeat steps 2-3 for each merge field you want to insert.

Step 5: Run the mail merge

  1. Go to the "Mailings" tab and click on "Finish & Merge" to run the mail merge.
  2. Select "Edit Individual Documents" to create a new document for each record in your Excel spreadsheet.
  3. Word will insert the data from your Excel spreadsheet into the merge fields in your document template.

Tips and Variations:

By following these steps, you can easily add Excel sheet data to your mail merge in Microsoft Word.