Mail merge from excel to word 2019
Mail merge from Excel to Word 2019! Here's a step-by-step guide to help you achieve this:
Prerequisites:
- Microsoft Excel 2019 (or later)
- Microsoft Word 2019 (or later)
- A dataset in Excel with the information you want to merge
Step 1: Prepare your Excel dataset
- Open your Excel file and select the range of cells that contains the data you want to merge.
- Make sure the data is organized in a table format with headers in the first row.
- Save your Excel file.
Step 2: Create a new Word document
- Open Microsoft Word 2019 and create a new document.
- Go to the "Mailings" tab in the ribbon.
- Click on "Select Recipients" and then "Use an Existing List" to select your Excel file.
Step 3: Set up the mail merge
- In the "Select Recipients" dialog box, select the Excel file you prepared earlier.
- Choose the worksheet that contains the data you want to merge.
- Click "OK" to close the dialog box.
Step 4: Design your Word document
- In the Word document, go to the "Mailings" tab in the ribbon.
- Click on "Write & Insert Fields" to insert a merge field.
- Select the field you want to insert (e.g., "First Name", "Last Name", etc.).
- Click "Insert" to insert the field.
- Repeat this process for each field you want to merge.
Step 5: Merge the data
- Go to the "Mailings" tab in the ribbon.
- Click on "Preview Results" to preview the merged document.
- Review the merged document to ensure everything looks correct.
- Click "Finish & Merge" to merge the data.
Step 6: Save and print the merged document
- Save the merged document as a Word file (e.g., ".docx").
- Print the document or save it as a PDF.
Tips and Variations:
- You can use the "Merge to New Document" option to create a new Word document for each record in your Excel dataset.
- You can also use the "Merge to Existing Document" option to merge the data into an existing Word document.
- To customize the merge process, you can use Word's built-in formatting options or use VBA macros to automate the process.
That's it! With these steps, you should be able to perform a mail merge from Excel to Word 2019.