Mail merge tutorial excel to word

Here is a step-by-step tutorial on how to use mail merge in Excel to create a document in Word:

Prerequisites:

• Microsoft Excel 2010 or later
• Microsoft Word 2010 or later
• A list of data in Excel (e.g. names, addresses, etc.)

Step 1: Prepare your data in Excel

• Open your Excel file and select the range of cells that contains the data you want to use for the mail merge.
• Make sure the data is organized in a table format, with each column representing a field (e.g. name, address, etc.).
• Save your Excel file.

Step 2: Create a new Word document

• Open Microsoft Word and create a new document.
• Go to the "Mailings" tab in the ribbon.
• Click on "Start Mail Merge" and select "Step-by-Step Mail Merge Wizard".
• Follow the prompts to create a new mail merge document.

Step 3: Connect to your Excel data

• In the Mail Merge Wizard, select "Use an existing list" and then click on "Browse" to locate your Excel file.
• Select the Excel file and click "Open".
• In the "Select Table" dialog box, select the table that contains your data and click "OK".

Step 4: Map your fields

• In the Mail Merge Wizard, you will see a list of fields from your Excel data.
• Map each field to a corresponding field in your Word document by clicking on the field name and then selecting the corresponding field in the Word document.
• For example, if you want to use the "Name" field from your Excel data, click on "Name" and then select the "Name" field in your Word document.

Step 5: Insert merge fields

• Once you have mapped your fields, you can insert merge fields into your Word document.
• To do this, click on the "Insert Merge Field" button in the "Mailings" tab.
• Select the field you want to insert and click "OK".
• The merge field will be inserted into your Word document.

Step 6: Preview and edit your document

• Use the "Preview Results" button to see how your document will look with the merged data.
• Make any necessary edits to your document, such as formatting or adding additional text.

Step 7: Merge your document

• Once you are satisfied with your document, click on the "Finish & Merge" button.
• Select "Edit Individual Documents" to merge your document with the data from your Excel file.
• Word will create a new document for each record in your Excel file, with the merged data inserted into the document.

Tips and Variations:

• You can use mail merge to create a variety of documents, such as letters, envelopes, labels, and more.
• You can also use mail merge to create a document with multiple pages, by inserting page breaks and repeating the merge process for each page.
• If you want to create a document with a unique file name for each record, you can use the "File Name" field in your Excel data to create a unique file name for each document.

I hope this tutorial helps!