How to use mail merge excel to excel

Mail merge is a powerful feature in Microsoft Excel that allows you to combine data from two or more worksheets or workbooks into a single output. Here's a step-by-step guide on how to use mail merge in Excel to merge data from two Excel files:

Prerequisites:

• Two Excel files with data you want to merge: Source.xlsx and Target.xlsx.
• Both files should have a common field (e.g., ID) that you can use to match records.

Step 1: Prepare the data

• Open both Excel files (Source.xlsx and Target.xlsx) and ensure they have the same structure (same columns, same data types).
• Identify the common field (e.g., ID) that you'll use to match records.

Step 2: Create a new workbook

• Open a new Excel workbook (MailMerge.xlsx) where you'll perform the mail merge.
• Create a new worksheet in the MailMerge.xlsx workbook.

Step 3: Set up the mail merge

• In the new worksheet, go to the Data tab and click on From Other Sources > From Microsoft Query.
• In the Query Wizard, select Excel Files as the data source and choose the Source.xlsx file.
• Select the worksheet that contains the data you want to merge (e.g., Sheet1).
• Click Finish to create a query.

Step 4: Define the merge

• In the Mail Merge dialog box, select the Target.xlsx file as the destination.
• Choose the worksheet that contains the data you want to merge into (e.g., Sheet1).
• Select the common field (e.g., ID) as the merge key.
• Click OK to start the merge process.

Step 5: Map the fields

• In the Map Fields dialog box, map the fields from the Source.xlsx file to the corresponding fields in the Target.xlsx file.
• For example, if you want to merge the Name field from Source.xlsx into the Name field in Target.xlsx, select the Name field in Source.xlsx and drag it to the Name field in Target.xlsx.

Step 6: Perform the merge

• Click OK to perform the mail merge.
• Excel will merge the data from the Source.xlsx file into the Target.xlsx file based on the common field (e.g., ID).

Step 7: Review and refine the results

• Review the merged data to ensure it's accurate and complete.
• Refine the results as needed by editing the merged data or re-running the mail merge with different settings.

Tips and Variations:

• You can use mail merge to merge data from multiple sources, not just two files.
• You can use different merge types, such as Append (adds new records to the target file) or Update (updates existing records in the target file).
• You can use formulas and functions in the mail merge process to perform calculations or transformations on the data.

By following these steps, you can use mail merge in Excel to combine data from two or more Excel files and create a new output that meets your specific needs.