How to mail merge in word on mac

Mailing merging in Word on a Mac is a great way to personalize documents, such as letters, invoices, or reports, by inserting data from a database or spreadsheet into your document. Here's a step-by-step guide on how to mail merge in Word on a Mac:

Prerequisites:

  1. Microsoft Word 2011 or later (Word 2016 or later recommended)
  2. A database or spreadsheet containing the data you want to merge (e.g., Excel, Numbers, or a CSV file)
  3. A document template (e.g., a Word document) that you want to merge with the data

Step 1: Prepare your data

  1. Open your database or spreadsheet and create a table with the data you want to merge. Make sure the table has a header row with column names.
  2. Save your data file in a format that Word can read, such as CSV (Comma Separated Values) or Excel (.xlsx).

Step 2: Create a new Word document

  1. Open Microsoft Word on your Mac.
  2. Create a new document by going to File > New or by pressing Command + N.
  3. Choose a template or start with a blank document.

Step 3: Set up the mail merge

  1. Go to Tools > Mail Merge or press Command + Shift + M.
  2. In the Mail Merge dialog box, select Start Mail Merge and choose Step-by-Step Mail Merge.
  3. Choose the type of document you want to create (e.g., Letters, Envelopes, or Labels).
  4. Click Next to proceed.

Step 4: Connect to your data source

  1. In the Select Recipients dialog box, choose Use an existing list.
  2. Select the data file you prepared in Step 1 (e.g., a CSV file or an Excel spreadsheet).
  3. Click Open to connect to your data source.

Step 5: Design your document

  1. In the Mail Merge dialog box, click Next to proceed to the Write Your Letter screen.
  2. Design your document by inserting fields from your data source using the Insert Merge Field button.
  3. Use the Format tab to customize the layout and formatting of your document.

Step 6: Preview and merge

  1. Click Preview to see how your document will look with the merged data.
  2. Review the document to ensure everything looks correct.
  3. Click Merge to merge the data with your document.

Step 7: Save and print

  1. Save your merged document by going to File > Save As or by pressing Command + S.
  2. Print your merged document by going to File > Print or by pressing Command + P.

That's it! With these steps, you should be able to successfully mail merge in Word on your Mac.