How to mail merge excel into envelope template

Mailing merge is a powerful feature that allows you to combine data from an Excel spreadsheet with a template, such as an envelope template, to create personalized documents. Here's a step-by-step guide on how to mail merge Excel into an envelope template:

Prerequisites:

  1. Microsoft Excel 2010 or later version
  2. Microsoft Word 2010 or later version (for creating the envelope template)
  3. Envelope template (you can create one from scratch or use a pre-designed template)

Step 1: Prepare your Excel data

  1. Open your Excel spreadsheet and ensure it contains the data you want to use for the mail merge.
  2. Make sure the data is organized in a table format, with each column representing a field (e.g., Name, Address, City, State, ZIP Code).
  3. Save your Excel file as a .xlsx file.

Step 2: Create an envelope template in Word

  1. Open Microsoft Word and create a new document.
  2. Design your envelope template by adding the necessary fields (e.g., Name, Address, City, State, ZIP Code).
  3. Use the "Insert" tab to add a table or a text box to create the envelope layout.
  4. Save your Word document as a .docx file.

Step 3: Set up the mail merge

  1. Open your Excel file and go to the "Data" tab.
  2. Click on "From Text" and select "From Microsoft Excel" to launch the Excel Mail Merge Wizard.
  3. Select the Excel file and the sheet containing the data you want to use for the mail merge.
  4. Choose the fields you want to use for the mail merge (e.g., Name, Address, City, State, ZIP Code).

Step 4: Merge the data with the envelope template

  1. Open your Word document containing the envelope template.
  2. Go to the "Mailings" tab and click on "Select Recipients" > "Use an Existing List" > "Excel Files".
  3. Select the Excel file and the sheet containing the data you want to use for the mail merge.
  4. Click "OK" to merge the data with the envelope template.

Step 5: Customize the merge

  1. In the "Mailings" tab, click on "Finish & Merge" > "Edit Individual Documents" to open the merged document.
  2. Customize the merged document as needed (e.g., adjust font sizes, add logos, etc.).
  3. Save the merged document as a .docx file.

Step 6: Print or export the merged documents

  1. Go back to the "Mailings" tab and click on "Finish & Merge" > "Print Documents" to print the merged documents.
  2. Alternatively, you can export the merged documents as a PDF file or save them as individual Word documents.

That's it! With these steps, you should be able to mail merge your Excel data into an envelope template.