How to do a mail merge word 2010
A classic task! Mail merge is a powerful feature in Microsoft Word that allows you to combine a main document with a data source, such as an Excel spreadsheet or a database, to create multiple personalized documents. Here's a step-by-step guide on how to do a mail merge in Word 2010:
Prerequisites:
- You have a main document (e.g., a letter or an email) that you want to personalize.
- You have a data source (e.g., an Excel spreadsheet or a database) that contains the information you want to use for the merge.
Step 1: Prepare your data source
- Open your data source (e.g., Excel spreadsheet) and make sure it's organized in a table format with each column representing a field (e.g., name, address, phone number).
- Save your data source as a CSV (Comma Separated Values) file or an Excel file (.xlsx).
Step 2: Create a new document
- Open Microsoft Word 2010 and create a new document.
- Type in your main document content, using placeholders for the fields you want to merge (e.g., [Name], [Address], [Phone Number]).
Step 3: Set up the mail merge
- Go to the "Mailings" tab in the ribbon.
- Click on "Select Recipients" and then "Use an Existing List" to select your data source file (CSV or Excel file).
- Choose the data source file and click "Open".
- Word will create a new document with a "Mailings" tab and a "Recipient List" section.
Step 4: Map the fields
- In the "Recipient List" section, click on the "Match Fields" button.
- In the "Match Fields" dialog box, select the fields from your data source that match the placeholders in your main document.
- Click "OK" to close the dialog box.
Step 5: Perform the mail merge
- Click on the "Finish & Merge" button in the "Mailings" tab.
- Choose "Edit Individual Documents" to create a new document for each recipient.
- Word will create a new document for each recipient, using the data from your data source to fill in the placeholders.
Tips and Variations:
- You can use the "Merge to New Document" option to create a new document for each recipient, or the "Send to Printer" option to print the merged documents.
- You can also use the "Merge to Email" option to send the merged documents as email attachments.
- To merge data from multiple data sources, you can use the "Combine Data Sources" option.
- To merge data from a database, you can use the "Database" option in the "Select Recipients" dialog box.
That's it! With these steps, you should be able to perform a mail merge in Word 2010.