How to make a mail merge from excel to word

A mail merge! A classic technique to automate the process of sending personalized documents to a large number of recipients. Here's a step-by-step guide on how to make a mail merge from Excel to Word:

Prerequisites:

  1. Microsoft Excel 2010 or later version
  2. Microsoft Word 2010 or later version
  3. A list of recipients in an Excel spreadsheet
  4. A Word document template with placeholders for the merge fields

Step 1: Prepare your Excel spreadsheet

  1. Create a new Excel spreadsheet or open an existing one.
  2. Enter the list of recipients in a table format, with each column representing a field (e.g., Name, Address, Email, etc.).
  3. Make sure the first row contains the field names (headers).

Step 2: Create a Word document template

  1. Open Microsoft Word and create a new document or open an existing one.
  2. Design the document with placeholders for the merge fields. Use the "Insert" tab > "Quick Parts" > "Field" to insert a merge field.
  3. For example, if you want to insert a merge field for the recipient's name, type = MERGEFIELD Name and press Enter.

Step 3: Set up the mail merge

  1. In Excel, go to the "Data" tab > "From Other Sources" > "From Microsoft Query".
  2. In the "Query Wizard", select "Excel Files" and then "Browse" to select your Excel spreadsheet.
  3. In the "Query Wizard", select the table with the recipient data and click "Finish".
  4. In Word, go to the "Mailings" tab > "Select Recipients" > "Use an Existing List".
  5. Browse to the Excel spreadsheet and select the table with the recipient data.

Step 4: Merge the data

  1. In Word, go to the "Mailings" tab > "Merge" > "Merge to New Document".
  2. Word will create a new document with the merged data. You can customize the layout and formatting as needed.

Tips and Variations:

That's it! With these steps, you should be able to create a mail merge from Excel to Word. Happy merging!