Mail merge in excel 365

Mail merge in Excel 365! Here's a step-by-step guide to help you merge data from an Excel spreadsheet with a document template using Excel 365:

Prerequisites:

1. You have an Excel 365 subscription.
2. You have a document template (e.g., Word document, PDF, or text file) that you want to merge with your Excel data.
3. Your Excel data is organized in a table format with headers in the first row.

Step 1: Prepare your data

1. Open your Excel spreadsheet and select the data range you want to merge.
2. Make sure your data is organized in a table format with headers in the first row.
3. Ensure that your data is clean and free of errors.

Step 2: Create a new document

1. Open a new document in Word (or your preferred document editor) or create a new text file.
2. Save the document with a name and location that you'll remember.

Step 3: Set up the mail merge

1. In your document, go to the "Mailings" tab in the ribbon.
2. Click on "Start Mail Merge" and select "Step-by-Step Mail Merge Wizard".
3. Choose the type of document you're creating (e.g., letter, envelope, label).
4. Click "Next" to proceed.

Step 4: Select your data source

1. In the "Select Recipients" step, click on "Use an existing list" and select "Excel Spreadsheet".
2. Browse to your Excel file and select the sheet that contains your data.
3. Click "Finish" to complete the selection process.

Step 5: Map your fields

1. In the "Write your letter" step, click on the "Insert Merge Field" button.
2. Select the field you want to insert (e.g., "Name", "Address", etc.).
3. Repeat this process for each field you want to merge.
4. Use the "Format" button to adjust the formatting of your merged fields.

Step 6: Preview and merge

1. Click on the "Preview Results" button to see how your merged document will look.
2. Review your document for any errors or formatting issues.
3. If everything looks good, click "Finish & Merge" to create your merged document.

Tips and Variations:

• You can use multiple data sources for your mail merge by selecting "Use multiple lists" in the "Select Recipients" step.
• You can also use conditional formatting to customize the appearance of your merged fields.
• If you're using a PDF template, you may need to use a third-party add-in or software to merge your data.

That's it! With these steps, you should be able to perform a mail merge in Excel 365.