How to mail merge in excel form pdf

Mailing merging in Excel involves combining data from a spreadsheet with a template to create a new document, such as a PDF, with the data inserted into the template. Here's a step-by-step guide on how to mail merge in Excel and export the result to a PDF:

Prerequisites:

1. Microsoft Excel 2010 or later version
2. Adobe Acrobat Reader or Adobe Acrobat DC (for converting the merged document to a PDF)

Step 1: Prepare your data

1. Open your Excel spreadsheet and select the data range that 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, phone number, etc.).

Step 2: Create a template

1. Open a new Excel worksheet or use an existing one.
2. Create a template with the fields you want to merge, using the same column headers as your data range.
3. Use placeholders (e.g., {{Name}}, {{Address}}, etc.) to indicate where you want the data to be inserted.

Step 3: Mail merge

1. Go to the "Data" tab in the ribbon.
2. Click on "From Other Sources" and then select "From Microsoft Query".
3. In the "Query Wizard", select "Excel Files" as the data source and choose your data range.
4. Click "Finish" to create a query.
5. Go back to your template worksheet and select the entire template.
6. Go to the "Data" tab and click on "Mailings" > "Select Recipients" > "Use an Existing List".
7. Select the query you created in step 3.
8. Click "OK" to start the mail merge process.

Step 4: Review and edit the merged document

1. Review the merged document to ensure that the data is inserted correctly.
2. Edit any errors or formatting issues.

Step 5: Export to PDF

1. Go to the "File" menu and select "Save As".
2. Choose "PDF" as the file type.
3. Select a location to save the file and enter a file name.
4. Click "Save" to export the merged document to a PDF.

Tips and Variations:

• You can use Excel's built-in "Mailings" feature to mail merge, but it's limited to simple merges. For more complex merges, use Microsoft Query.
• You can also use third-party add-ins, such as DocRpt or Mail Merge Toolkit, to enhance the mail merge functionality in Excel.
• If you need to merge data from multiple worksheets or files, use Microsoft Query to combine the data before merging.
• To merge data with a template in a different format, such as Word or PowerPoint, use the "Export" feature in Excel to export the merged data to a CSV file, and then import it into the other application.