The Excel spreadsheet to be used in the mail merge is stored on your local machine.Ĭhanges or additions to your spreadsheet are completed before it's connected to your mail merge document in Word. Prepare Your Excel Data Source for a Mail Merge Set Up a New Mail Merge List With Word Mail Merge Using an Excel Spreadsheet Use Mail Merge for Bulk Email, Letters, Labels, and Envelopes Sort and Filter Data for a Mail Merge.
PREPARING EXCEL SPREADSHEET FOR MAIL MERGE ON MAC CODE
Postal code data is correctly formatted in the spreadsheet so that Word can properly read the values. Step 3: Inserting the merge fields You will notice menu. Step 2: Create a mail merge document When creating a mail merge you have the ability to use an existing document/letter. Make sure:Ĭolumn names in your spreadsheet match the field names you want to insert in your labels.Īll data to be merged is present in the first sheet of your spreadsheet. Step 1: Create your Excel Spreadsheet The most important step in the mail merge process is to set up and prepare your. For your information: Mail merge using an Excel spreadsheet - Office Support () If the format of your Excel file is correct and your issue persists, please try the following methods: Methods 1 Please make sure your Word is up to date. Here are some tips to prepare your data for a mail merge. For more information, see Prepare your Excel data source for mail merge. To create and print the mailing labels, you must first prepare the worksheet data in Excel, and then use Word to configure, organize, review, and print the mailing labels.
The mail merge process creates a sheet of mailing labels that you can print, and each label on the sheet contains an address from the list. If you want to send a mass mailing to an address list that you maintain in a Microsoft Excel spreadsheet, you can use a Microsoft Word mail merge. Excel for Microsoft 365 Excel for the web Excel 2021 Excel 2019 Excel 2016 Excel 2013 Excel 2010 More.
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