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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. Taking a tip from the person who responded, Ive attempted to do a mail merge, however my knowledge of mail merges is extremely small.That said, Ive managed to create something that just might fit the bill. At first I tried to do this through a macro, but I wasnt that successful.
HOW TO DO A MAIL MERGE IN WORD WITH AN EXCEL FILE PDF
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. Ive been working on a way to use an excel sheet to auto-populate PDF documents. Make sure:Ĭolumn names in your spreadsheet match the field names you want to insert in your mail merge. Navigate to your desktop, enter a name for your Excel spreadsheet, and click the Save button to save the spreadsheet to your desktop. Click the File menu at the top, choose Save from the left sidebar, and click the Browse button. This is a great way to have bulk messages look more personal, send everybody their own information (like a logon name and password) or send out Christmas cards. Here are some tips to prepare your Excel spreadsheet for a mail merge. We’ll create a personalized mail merge letter for each of these people in Microsoft Word. A mail merge allows you to send personalized messages to a large group of people at once without them knowing who else you have sent it to.