How to mail merge excel 2007

Mail merging in Excel 2007! Here's a step-by-step guide to help you merge data from an Excel spreadsheet with a document template:

Prerequisites:

1. You have an Excel 2007 spreadsheet with data you want to merge.
2. You have a document template (e.g., Word document, PDF, or text file) that you want to merge with the Excel data.
3. You have Microsoft Word 2007 or later installed on your computer.

Step 1: Prepare your Excel data

1. Open your Excel spreadsheet and select the data range you want to merge.
2. Make sure the data is organized in a table format with headers in the first row.
3. Save your Excel file as a CSV (Comma Separated Values) file. To do this, go to File > Save As, select CSV (Comma delimited) as the file type, and choose a location to save the file.

Step 2: Create a new Word document

1. Open Microsoft Word 2007 and create a new document.
2. Go to Tools > Letters and Mailings > Mail Merge.
3. In the Mail Merge dialog box, select Step-by-Step Mail Merge and click Next.

Step 3: Choose your document type

1. In the Select document type dialog box, select Letters and click Next.

Step 4: Choose your data source

1. In the Select recipients dialog box, select Use an existing list and click Browse.
2. Navigate to the location where you saved your CSV file and select it.
3. Click Open to import the data into Word.

Step 5: Set up your merge fields

1. In the Mail Merge dialog box, click Insert Merge Field to insert a merge field.
2. Select the field you want to merge (e.g., "Name") and click Insert.
3. Repeat this process for each field you want to merge.

Step 6: Merge your data

1. Click Preview to see a preview of your merged document.
2. Review the merged document to ensure everything looks correct.
3. Click Finish & Merge to merge the data with the document template.

Tips and Variations:

• You can also use Excel's built-in Mail Merge feature to merge data with a Word document. To do this, go to Data > Mailings > Mail Merge.
• If you're using a PDF template, you'll need to use a third-party add-in like Adobe Acrobat or a PDF editor to merge the data.
• You can also use other file formats like text files or XML files as data sources.

That's it! With these steps, you should be able to successfully mail merge your Excel data with a document template in Excel 2007.