Mail merge in excel to excel spreadsheet

Mail merge in Excel!

Mail merge is a powerful feature in Excel that allows you to combine data from two or more sources, such as a database or a spreadsheet, with a template document, such as a Word document or an Excel spreadsheet, to create multiple output documents. In this case, you want to perform a mail merge from one Excel spreadsheet to another. Here's a step-by-step guide to help you achieve this:

Prerequisites:

  1. Two Excel spreadsheets: Source.xlsx (contains the data you want to merge) and Target.xlsx (the template spreadsheet where you want to merge the data).
  2. Both spreadsheets should have a common field (e.g., a unique identifier, like an employee ID) that will be used to match the data.

Step-by-Step Instructions:

  1. Prepare the Source Spreadsheet:
    • Open Source.xlsx and make sure it's organized in a way that allows you to easily identify the data you want to merge.
    • Ensure that the data is in a table format, with each row representing a single record and each column representing a field (e.g., name, email, phone number).
  2. Prepare the Target Spreadsheet:
    • Open Target.xlsx and create a new sheet (e.g., "Merged Data").
    • Set up the sheet with the same column structure as the Source spreadsheet, but leave the cells blank.
  3. Create a Mail Merge Template:
    • In the Target spreadsheet, select the entire range of cells where you want to merge the data (e.g., A1:E100).
    • Go to the "Data" tab in the ribbon and click on "From Other Sources" > "From Microsoft Query".
    • In the "Create a query" dialog box, select "Excel Files" as the data source and choose Source.xlsx as the file.
    • Click "OK" to create the query.
  4. Set up the Mail Merge:
    • In the "Query" dialog box, select the table from Source.xlsx that contains the data you want to merge.
    • In the "Join" tab, select the common field (e.g., employee ID) to match the data between the two spreadsheets.
    • Click "OK" to set up the mail merge.
  5. Run the Mail Merge:
    • Go back to the Target spreadsheet and select the range of cells where you want to merge the data (e.g., A1:E100).
    • Go to the "Data" tab in the ribbon and click on "Mailings" > "Merge" > "Merge & Send".
    • In the "Merge" dialog box, select the query you created in step 4 and click "OK".
  6. Review and Save the Results:
    • The mail merge will create a new sheet in the Target spreadsheet with the merged data.
    • Review the results to ensure that the data is accurate and complete.
    • Save the Target spreadsheet with the merged data.

That's it! You have successfully performed a mail merge from one Excel spreadsheet to another.

Tips and Variations: