Connect and edit the mailing listĬonnect to your data source.
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.įor more information, see Prepare your Excel data source for mail merge in Word. For example, to address readers by their first name in your document, you'll need separate columns for first and last names.Īll data to be merged is present in the first sheet of your spreadsheet.ĭata entries with percentages, currencies, and postal codes are correctly formatted in the spreadsheet so that Word can properly read their values. You’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. In this article, we’ll review the process for creating form letters for multiple contacts or clients. Select your Excel document from the file picker. Click ‘ Select Recipients ’ from the drop-down list to define our data source. Make sure:Ĭolumn names in your spreadsheet match the field names you want to insert in your mail merge. You can use mail merge in Microsoft Word to create form letters, labels, envelopes and even a catalog or directory. Step 1: Start your mail merge from the ribbon button by clicking ‘ start mail merge ’ and selecting ‘ Email Messages ’ from the pull-down list. Here are some tips to prepare your Excel spreadsheet for a mail merge.
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