Mail merge tutorial excel to word. The goal of the mail merge is to combine the data in file 1 and file 2 to create file 3. Open the ms word file with the letter template step 2. From your excel worksheet to your word template. The excel spreadsheet to be used in the mail merge is stored on your local machine.
Connect to your data source. Word mail merge document with codes for the personalized fields. To do this click on insert merge field from the write insert fields group. You can see a drop down list of some mail merge labels.
You can also add other mail merge fields like your contacts first name company name email id etc. It takes you through the steps of first creating the excel. For more information see prepare your excel data source for mail merge in word. If you ever need to send form letters this video will save you a lot of time and will teach you everything you need to know.
Changes or additions to your spreadsheet are completed before its connected to your mail merge document in word. You cant make changes to your data source in excel at this time. This is a simple and straight forward video on how to mail merge using microsoft excel and word. To make changes to the data close the document in word before opening the data source in excel.
The final word document with the personalized letters emails envelops etc. Learn how to perform a mail merge from microsoft excel to microsoft word in order to produce mass mailings to a group of people. Insert merge fields in your document.