How to do a mail merge in word from excel

#How to do a mail merge in word from excel how to

Step 1: Start the merge and specify the main document In this article, weвЂ™ll be using the Mailings tab in the Ribbon to set up and run a mail merge (not the Mail Merge Wizard):

When you run the merge, the fields are replaced by data from the source file. By default, when you click in a field, it is displayed with grey shading.

Select specific recipients or filter the recipient list (optional).Дuring the mail merge process, fields are inserted into the main document and appear in carets (such as >).

Insert fields into the letter and any other required content (such as the body of the letter and signature).

ItвЂ™s best to create this file before you begin the mail merge process. Microsoft refers to a data set or database as a list.

Select the source file containing the data set with names and addresses.

Start the merge and specify the main document for the letter.

There are 7 steps in the mail merge process to create form letters in Word:

#How to do a mail merge in word from excel how to

Recommended article: How to Create Labels in Word Using Mail Merge and Excel Source DataДo you want to learn more about Word?В Check out our virtual classroom or live classroom Word courses > Understanding the mail merge process for form letters When you run the mail merge, you have the option of creating a new merged file (which would include a letter for each contact) or merge directly to a printer. YouвЂ™ll need to create a main document or letter in Microsoft Word and then connect to a data set of names and addresses in a Word document, Excel worksheet, delimited file or database like Microsoft Access. In this article, weвЂ™ll review the process for creating form letters for multiple contacts or clients.

You can use mail merge in Microsoft Word to create form letters, labels, envelopes and even a catalog or directory. Perform a Mail Merge in Microsoft Word to Generate Form Letters for Bulk MailingsД«y Avantix Learning Team | Updated January 10, 2021ДЄpplies to: Microsoft В® Word В® 2013, 2016, 2019 and 365 (Windows)