How to do a mail merge excel to word

A mail merge! A classic technique to automate the process of sending personalized documents to multiple recipients. Here's a step-by-step guide on how to do a mail merge from Excel to Word:

Prerequisites:

1. Microsoft Excel 2010 or later version
2. Microsoft Word 2010 or later version
3. A list of recipients in an Excel spreadsheet
4. A Word document template with placeholders for the recipient information

Step 1: Prepare your Excel spreadsheet

1. Create a new Excel spreadsheet or open an existing one.
2. Set up a table with the following columns:
   • Recipient's name (e.g., "Name")
   • Recipient's email address (e.g., "Email")
   • Recipient's address (e.g., "Address") *...and any other relevant information you want to include in the mail merge
3. Enter the recipient data in the table.

Step 2: Create a Word document template

1. Open Microsoft Word and create a new document or open an existing one.
2. Design the document with placeholders for the recipient information. Use the following syntax for placeholders:
   • &[Name]& for the recipient's name
   • &[Email]& for the recipient's email address
   • &[Address]& for the recipient's address *...and so on
3. Save the Word document as a template (e.g., "Mail Merge Template.docx").

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 the Excel spreadsheet you created in Step 1.
3. In the "Query Wizard", select the table with the recipient data and click "Finish".
4. In the "Mail Merge" dialog box, select the Word document template you created in Step 2.
5. Click "OK" to start the mail merge process.

Step 4: Run the mail merge

1. Word will open and display the mail merge results. You'll see a preview of the merged document.
2. Review the merged document to ensure everything looks correct.
3. If necessary, make any adjustments to the document layout or formatting.
4. Click "Finish & Merge" to generate the merged documents.

Step 5: Save and distribute the merged documents

1. Save the merged documents to a folder or send them via email.
2. You can also print the documents if you prefer a physical copy.

Tips and Variations:

• Use the "Mail Merge" feature in Word to create a new document with the merged data.
• Use the "Mail Merge" feature in Excel to create a new worksheet with the merged data.
• Use a third-party add-in, such as Mail Merge Toolkit, to enhance the mail merge functionality.
• Use VBA macros to automate the mail merge process.

By following these steps, you'll be able to perform a mail merge from Excel to Word and send personalized documents to multiple recipients with ease!