Mail merge from sharepoint list
A mail merge from a SharePoint list! That's a great idea. Here's a step-by-step guide to help you achieve this:
Prerequisites:
- SharePoint 2013 or later version
- Microsoft Word 2013 or later version
- SharePoint List with the data you want to merge
- Mail Merge template (.dotx or.dotm) created in Microsoft Word
Step 1: Create a Mail Merge Template
Create a new document in Microsoft Word and set up a mail merge template. You can use the built-in templates or create your own. Make sure to include the fields you want to merge from the SharePoint list.
Step 2: Connect to the SharePoint List
In Microsoft Word, go to the "Mailings" tab and click on "Select Recipients" > "Use an Existing List". Then, select "SharePoint List" as the data source.
Step 3: Authenticate with SharePoint
You will be prompted to authenticate with your SharePoint site. Enter your credentials and click "OK".
Step 4: Choose the SharePoint List
Select the SharePoint list that contains the data you want to merge. You can choose a specific list or a library.
Step 5: Map the Fields
Map the fields from the SharePoint list to the corresponding fields in your mail merge template. You can do this by clicking on the "Match Fields" button and selecting the fields from the SharePoint list.
Step 6: Run the Mail Merge
Once you've mapped the fields, click on the "Finish & Merge" button to run the mail merge. You can choose to merge the data to a new document or update an existing document.
Tips and Variations:
- You can use SharePoint's REST API or CSOM (Client-Side Object Model) to connect to the list and retrieve the data programmatically.
- You can use Microsoft Flow or Power Automate (formerly Microsoft Flow) to automate the mail merge process.
- You can use SharePoint's built-in "Export to Excel" feature to export the list data to an Excel file, and then use Microsoft Word's mail merge feature to merge the data.
- You can use third-party add-ins or tools, such as SharePoint Mail Merge or SharePoint Merge, to simplify the process.
By following these steps, you should be able to create a mail merge from a SharePoint list using Microsoft Word. Happy merging!