Do A Mail Merge In Excel How To Do A

Because Dynamic Data Exchange is turned on, you may receive a few prompts, and you just click Yes or OK.

It lets you quickly create custom letters, emails or mailing labels in Word by merging the information you already have in your Excel spreadsheet.

Do A Mail Merge In Excel How To Do A

This tutorial provides an overview of the main features and explains how to do a mail merge from Excel step-by-step.

If you want to add more contacts or other information, youd better make the changes or additions in your Excel sheet now before running the mail merge.

For instance, if you want to address your readers by the first name, be sure to create separate columns for first and last names.

If you want to sort the recipients by state or city, verify that you have a separate State or City column.

If you are using Word 2013 or Word 2016, the steps will be exactly the same.

Switch to the Mailings tab Start Mail Merge group, and select the mail merge type - letters, email messages, labels, envelopes or documents.

On the Mailings tab, click Select Recipients Use Existing List.

By setting the connection between your Excel sheet and the Word document you ensure that your mail merge data source will be automatically updated each time you make changes to the Excel file that contains the recipients data.

If Word prompts you to select a table, do this and click OK.

Type the text as you usually do in a Word document or copypaste from an external source.

To add a placeholder, click the corresponding button on the ribbon Mailing Write Insert Fields.

Select the desired options, verify the results under the Preview section and click OK.

You can use the right and left arrows to switch to the next or previous recipients preview.

When the letter is printed out, all the copies will be identical except for the recipients names and addresses.

To do this, click Insert Merge Field and choose the data you want to insert from the drop-down list.

To make sure the recipients data correctly appear in the letter, click the Preview Results button on the Mailing tab.

A new document will open and you will be able to make the desired changes in each particular letter.

You save the mail merge file as a usual Word document by clicking the Save button or pressing CtrlS.

When you want to use the mail merge document again, open it and click Yes when Microsoft Word prompts you to retain that connection.

However, if you are doing the mail merge for the first time, you may find the wizards step-by-step guidance helpful.

This part of our mail merge tutorial will show you how to format such values properly.

How To Do A Mail Merge In Excel For Mac