Mail merge table from excel to word
A classic task!
To mail merge a table from Excel to Word, you'll need to follow these steps:
Step 1: Prepare your Excel table
- Open your Excel file and select the table you want to mail merge.
- Make sure the table has a header row with column names (e.g., "Name", "Address", "Phone Number", etc.).
- Format the table as needed (e.g., adjust column widths, add borders, etc.).
Step 2: Create a Word document
- Open Microsoft Word 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 "Mailings" tab, click on "Write & Insert Fields" to open the "Insert Merge Field" dialog box.
- Select the first column in your Excel table (e.g., "Name") and click "Insert".
- Repeat step 2 for each column in your table, inserting the corresponding field name (e.g., "Address", "Phone Number", etc.).
Step 4: Merge the data
- Click on "Finish & Merge" in the "Mailings" tab.
- Select "Edit Individual Documents" to merge the data into a new Word document.
- Word will create a new document for each record in your Excel table, inserting the corresponding data from each column.
Tips and Variations
- To merge data from multiple Excel files, create a new Excel file that combines the data from each file, and then follow the above steps.
- To merge data from a specific range in your Excel table, select the range before following the above steps.
- To customize the mail merge, you can use Word's built-in formatting options (e.g., font, color, alignment) to style the merged data.
- To save time, you can also use Word's "Quick Parts" feature to insert pre-formatted text and merge fields.
That's it! With these steps, you should be able to mail merge your Excel table into a Word document.