Mail merge from excel to word letter template

A classic task!

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

Step 1: Prepare your data in Excel

• Create a table in Excel with the following columns:
  • Column A: First name
  • Column B: Last name
  • Column C: Address
  • Column D: City
  • Column E: State
  • Column F: ZIP
  • Column G: Email
  • Column H: Phone number
• Enter the data for each recipient in the corresponding columns.

Step 2: Create a Word template

• Open Microsoft Word and create a new document.
• Design a letter template with placeholders for the recipient's information (e.g., {{First Name}}, {{Last Name}}, {{Address}}, etc.).
• Save the document as a Word template (.dotx or.dot).

Step 3: Set up the mail merge

• Open the Word template and go to the "Mailings" tab in the ribbon.
• Click on "Select Recipients" and then "Use an Existing List" to select the Excel file containing your data.
• Choose the Excel file and select the sheet with your data.
• Click "OK" to set up the mail merge.

Step 4: Map the fields

• In the "Mailings" tab, click on "Match Fields" to map the fields in your Excel data to the placeholders in your Word template.
• Match the fields by selecting the corresponding columns in your Excel data and the placeholders in your Word template.

Step 5: Merge the documents

• Click on "Finish & Merge" to merge the documents.
• Choose to "Print" or "Save as a new document" to create the merged documents.

Tips and Variations

• Use the "Insert Merge Field" button to insert the placeholders in your Word template.
• Use the "Update Labels" button to update the labels in your Word template with the corresponding data from your Excel file.
• Use the "Mail Merge Wizard" to guide you through the process.
• You can also use the "Data Sources" button to connect to other data sources, such as a database or a CSV file.
• To merge multiple documents at once, use the "Merge to New Document" option and specify the output file name.

By following these steps, you should be able to perform a mail merge from Excel to a Word letter template. Happy merging!