How to mail merge on word from excel

The classic combination of Microsoft Word and Excel! Mailing merging is a powerful feature that allows you to combine data from an Excel spreadsheet with a Word document, creating a personalized document for each recipient. Here's a step-by-step guide on how to mail merge on Word from Excel:

Prerequisites:

1. You have Microsoft Word and Excel installed on your computer.
2. Your Excel spreadsheet contains the data you want to use for the mail merge.
3. Your Word document is set up with placeholders for the data you want to merge.

Step 1: Prepare your Excel spreadsheet

1. Open your Excel spreadsheet and make sure it's in a format that can be easily imported into Word, such as a table or a list.
2. Ensure that each row represents a single record, and each column represents a field (e.g., name, address, phone number).
3. Save your Excel spreadsheet as a CSV (Comma Separated Values) file. This will make it easier to import into Word.

Step 2: Create a new Word document

1. Open Microsoft Word and create a new document.
2. Set up your document with the layout and design you want to use for your mail merge.
3. Insert placeholders for the data you want to merge, such as [Name], [Address], [Phone Number], etc. These placeholders will be replaced with the actual data from your Excel spreadsheet.

Step 3: Set up the mail merge

1. Go to the "Mailings" tab in the ribbon.
2. Click on "Select Recipients" and then "Use an Existing List".
3. Browse to the location of your CSV file and select it.
4. Click "Open" to import the data into Word.

Step 4: Match the fields

1. In the "Mailings" tab, click on "Match Fields" to match the fields in your Excel spreadsheet with the placeholders in your Word document.
2. Select the field in your Excel spreadsheet that corresponds to each placeholder in your Word document.
3. Click "OK" to save the matches.

Step 5: Merge the documents

1. Click on "Finish & Merge" in the "Mailings" tab.
2. Select "Edit Individual Documents" to create a separate document for each recipient.
3. Word will merge the data from your Excel spreadsheet with your Word document, replacing the placeholders with the actual data.

Tips and Variations:

• You can also use the "Merge to New Document" option to create a new document for each recipient, rather than editing individual documents.
• If you have a large number of recipients, you may want to consider using the "Merge to PDF" option to create a single PDF file for each recipient.
• You can also use mail merge to create envelopes, labels, and other documents, not just letters.

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