Switch to the Mailings tab > Start Mail Merge group, and select the mail merge type - letters, email messages, labels, envelopes or documents. Choose what kind of merge you want to run.If you have already composed your letter, you can open an existing Word document, otherwise create a new one.
If you are using Word 2013 or Word 2016, the steps will be exactly the same. In this example, we will be merging the letter with a recipient list in Word 2010. When your Excel spreadsheet is set up and reviewed, you are ready to run the mail merge.
So, before starting the merge in Word, make sure your Excel file has all the information you want to include such as first names, last names, salutations, zip codes, addresses, etc. When you run a mail merge, your Excel file will get connected to your Word mail merge document, and Microsoft Word will be pulling the recipients' names, addresses and other details directly from your Excel worksheet. Preparing the Excel spreadsheet for Mail Merge The goal of the mail merge is to combine the data in File 1 and File 2 to create File 3. The final Word document with the personalized letters, emails, envelops etc.Excel mail merge source file with information about the recipients, one row for each recipient.Word mail merge document with codes for the personalized fields.It may help to get the insight, if you think of the mail merge process in terms of 3 documents. Mail merge with dates, currencies and other numbersÄoing a mail merge may look like a daunting task, but in fact the process is pretty simple.How to mail merge from Excel to Word, step-by-step.Prepare an Excel spreadsheet for Mail Merge.This tutorial provides an overview of the main features and explains how to do a mail merge from Excel step-by-step. It lets you quickly create custom letters, emails or mailing labels in Word by merging the information you already have in your Excel spreadsheet. Mail Merge from Excel to Word can be a real time-saver when it comes to sending large mailings.