Mail merge excel to word

The classic mail merge!

To perform a mail merge from Excel to Word, you'll need to follow these steps:

Step 1: Prepare your data in Excel

  1. Open your Excel spreadsheet and select the data you want to 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.).
  3. Save your Excel file.

Step 2: Create a Word document template

  1. Open Microsoft Word and create a new document.
  2. Design your document template with placeholders for the fields you want to merge (e.g., [Name], [Address], [Phone Number], etc.).
  3. Use the "Insert" menu to insert a "Mail Merge" field, which will allow you to link the Word document to your Excel data.
  4. Save your Word document template.

Step 3: Set up the mail merge

  1. In Word, go to the "Mailings" tab in the ribbon.
  2. Click on "Select Recipients" and choose "Use an existing list" or "Create a new list".
  3. If you choose "Use an existing list", select the Excel file you prepared in Step 1.
  4. If you choose "Create a new list", create a new Excel file or select an existing one.
  5. Click "OK" to set up the mail merge.

Step 4: Merge the data

  1. In the "Mailings" tab, click on "Merge" to start the merge process.
  2. Word will prompt you to select the fields you want to merge. Choose the fields you created in your Excel spreadsheet.
  3. Click "OK" to merge the data.

Step 5: Review and save the merged documents

  1. Word will create a new document for each record in your Excel spreadsheet, merging the data with the template you created.
  2. Review the merged documents to ensure they are accurate and complete.
  3. Save the merged documents in a location of your choice.

Tips and Variations: