How to do the mail merge in excel 2007

Mail merge in Excel 2007! It's a powerful feature that allows you to combine data from an Excel spreadsheet with a document template to create multiple documents with personalized information. Here's a step-by-step guide on how to do a mail merge in Excel 2007:

Prerequisites:

  1. You have an Excel 2007 spreadsheet with the data you want to use for the mail merge.
  2. You have a document template (e.g., Word document, PDF, or text file) that you want to merge with the Excel data.

Step 1: Prepare your Excel data

  1. Open your Excel spreadsheet and select the data range you want to use for the mail merge.
  2. Make sure the data is organized in a table format with headers in the first row.
  3. If your data has multiple columns, identify the columns that contain the information you want to merge with the document template.

Step 2: Create a new Word document

  1. Open Microsoft Word 2007 and create a new document.
  2. Save the document with a name and location of your choice.

Step 3: Set up the mail merge

  1. In Word, go to the "Mailings" tab in the ribbon.
  2. Click on "Start Mail Merge" and select "Step-by-Step Mail Merge Wizard".
  3. Follow the wizard's prompts to select the document type (e.g., letters, envelopes, labels, etc.).
  4. Choose the Excel file you prepared in Step 1 as the data source.
  5. Select the data range you want to use for the mail merge.

Step 4: Map the Excel fields to the Word document

  1. In the "Mail Merge" window, click on "Insert Merge Field" to add a merge field to your document.
  2. Select the Excel field you want to merge with the document template.
  3. Repeat this process for each field you want to merge.

Step 5: Preview and merge the documents

  1. Click on "Preview Results" to see how the merged documents will look.
  2. If everything looks correct, click on "Finish & Merge" to create the merged documents.
  3. Choose the output format (e.g., Word document, PDF, text file, etc.).
  4. Select the location where you want to save the merged documents.

Tips and Variations:

That's it! With these steps, you should be able to perform a mail merge in Excel 2007.