How to do mail merge from excel to word

Mail merge 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 a mail merge from Excel to Word:

Prerequisites:

• Microsoft Excel 2010 or later
• Microsoft Word 2010 or later
• A Word document template with merge fields (more on this later)

Step 1: Prepare your Excel data

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

Step 2: Create a Word document template

• Open a new Word document and create a template with the fields you want to merge. For example, you can create a template with placeholders for names, addresses, and phone numbers.
• Use the "Insert" menu to insert a "Mail Merge" field, which will be replaced with the corresponding data from your Excel file.
• Save your Word document template with a .docx extension.

Step 3: Set up the mail merge

• Open your Word document template and go to the "Mailings" tab in the ribbon.
• Click on "Select Recipients" and then "Use an Existing List" to select your Excel file.
• Choose the worksheet that contains your data and select the range of cells that contains the data.
• Click "OK" to set up the mail merge.

Step 4: Map the fields

• In the "Mailings" tab, click on "Match Fields" to map the fields in your Excel file to the corresponding fields in your Word document template.
• Select the fields in your Excel file and match them to the corresponding fields in your Word document template.
• Click "OK" to save the field mappings.

Step 5: Merge the data

• Click on "Preview Results" to preview the merged documents.
• Review the merged documents to ensure that the data is being merged correctly.
• If everything looks good, click "Finish & Merge" to merge the data.

Step 6: Save the merged documents

• Word will create a new document for each record in your Excel file.
• Save the merged documents to a folder or send them via email.

Tips and Variations:

• Use the "Insert Merge Field" button to insert merge fields into your Word document template.
• Use the "Update All Fields" button to update the merge fields in your Word document template.
• Use the "Mail Merge Wizard" to step through the mail merge process.
• Use the "Data Source" button to switch between different data sources, such as an Access database or a CSV file.
• Use the "Merge to New Document" option to create a new document for each record in your Excel file.