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:
- Microsoft Excel 2010 or later version
- Microsoft Word 2010 or later version (for creating the envelope template)
- Envelope template (you can create one from scratch or use a pre-designed template)
Step 1: Prepare your Excel data
- Open your Excel spreadsheet and ensure it contains 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, City, State, ZIP Code).
- Save your Excel file as a
.xlsx
file.
Step 2: Create an envelope template in Word
- Open Microsoft Word and create a new document.
- Design your envelope template by adding the necessary fields (e.g., Name, Address, City, State, ZIP Code).
- Use the "Insert" tab to add a table or a text box to create the envelope layout.
- Save your Word document as a
.docx
file.
Step 3: Set up the mail merge
- Open your Excel file and go to the "Data" tab.
- Click on "From Text" and select "From Microsoft Excel" to launch the Excel Mail Merge Wizard.
- Select the Excel file and the sheet containing the data you want to use for the mail merge.
- 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
- Open your Word document containing the envelope template.
- Go to the "Mailings" tab and click on "Select Recipients" > "Use an Existing List" > "Excel Files".
- Select the Excel file and the sheet containing the data you want to use for the mail merge.
- Click "OK" to merge the data with the envelope template.
Step 5: Customize the merge
- In the "Mailings" tab, click on "Finish & Merge" > "Edit Individual Documents" to open the merged document.
- Customize the merged document as needed (e.g., adjust font sizes, add logos, etc.).
- Save the merged document as a
.docx
file.
Step 6: Print or export the merged documents
- Go back to the "Mailings" tab and click on "Finish & Merge" > "Print Documents" to print the merged documents.
- 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.