Some fields might not be populated or filled with wrong information. As it turned out, using Word's Mail Merge to automate the creation of a document from an Excel worksheet may present lots of challenges. In one of our previous articles, we looked at how to mail merge from Excel to Word to send personalized letters or email messages. You shouldn't see any change in the document.The tutorial shows how to keep formatting of numbers, dates, percentage and currency when doing a mail merge from Excel to Word or change it to your liking. For this example, we'll make a letter, but you can use this process for any kind of document. Click the "Mailings" tab in the ribbon and then click "Start Mail Merge." In the drop-down menu, choose "Letters" or whatever other template you want to use. Position the cursor at the top left of the page, where you want the recipient's name and address to appear.Ĩ. Open a new, blank document and then create the boilerplate, common text you want to include in every mail merged document.ħ. You can save it anywhere, but you'll be able to find it more easily in Word if you save it in the "Documents\My Data Sources" folder.Ħ. Then click the "Home" tab and click "General" in the Number section of the ribbon. To fix that, click the column header to select the entire column. For example, if the Zip Code column is formatted for numbers, zips with leading zeros will appear without the zero as a four-digit number. You might need to change the formatting of some columns. Whatever method you need to use, get it into the spreadsheet.Įnsure your data table is labeled with a header in the first row.Ĥ. Click the "Data" tab in the ribbon and choose "Get Data," then "From File," and finally "From Text/CSV." The data might also already be in an Excel spreadsheet, in an Access database, or you might need to type it into Excel from scratch. For example, if you have a large number of addresses stored in a CSV file, import it into this Excel file. You need to import or enter the data you plan to use, and how you do this depends on how the data currently exists. How to do a mail merge in Word and Excelġ. In addition, you'll create a mail merge template in Word - this is a document that includes the boilerplate text you want to be the same for every recipient as well as the placeholder for the data that Word will insert from the Excel data file. This is simply a table that includes the information you want to merge - usually names and addresses, though you can merge data about anything. First, you'll need the data file in Excel. To mail merge a document - like a letter, envelope, printing label, or email - all you need is Microsoft Word and Excel, plus all the names and addresses you want to merge. It's surprisingly easy to set up a mail merge, which lets you create seemingly personalized communication for a large number of recipients without creating each message by hand. Mail merge helps you quickly create auto-personalized letters, envelopes, labels, and more.You can import an Excel data table into Word to customize your template with names and addresses.You can do a mail merge in Microsoft Word and Excel to create personalized documents for many recipients at once.
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