Type here the desired data under the given headings. A dialog namely New Address List will pop up (as shown in the below image). So, choose the table called 5-15-15 Contact List. Step 1: Open MS Word and click on the command sequence: Mailings tab Start mail merge group Select recipients button Type new List. xlsx file), Excel used the filename (5-15-15 Contact List.xlsx) for the first tab (or table). When we saved the imported CSV file in Excel (as an. NOTE: Confused? Excel files open on Sheet1 with additional tabs for Sheet2 and Sheet3. In a blank Microsoft Word document, click on the Mailings tab, and in the Start Mail Merge group, click Start Mail Merge.
#Step by step mail merge from excel to word how to
Select your database from the Select Data Source dialog window, click Open, then choose the applicable table from the Select Table dialog window, Click OK. What is mail merge in MS Word step-by-step How to Use Mail Merge in Microsoft Word. Click the first option, then click Browse.Ģ. Since we added custom fields to our database and expect to add more in the future, we’re using an existing list from our Excel database. We have the options to Use An Existing List, Select From Outlook Contacts or Type An New List. In the Step 3 of the Mail Merge Wizard, we must now Select our Recipients. Go through the merged document and 'manually' do any necessary fix-ups to image size. Don't miss this step, it's very important: Select the new document Press Ctrl + A Press F9.
Select Document Type Select the radio dial for E-mail messages and click next at the bottom of the sidebar. At the bottom of the Mail Merge Task Pane, we can see that we are in Step 2 of 6 and that the Next Step is Select Recipients, where we just press it to move on to the Next Step. Run the for Word 2007+: Mailings, Finish & Merge, Edit Individual Documents or for Word 2003 and before: Merge to New Document (not to a printer, fax or e-mail). You can: Use an Existing List, Select from Outlook Contacts, or Type a New List. Open the Word document created in Step 1 and follow the step-by-step below in Word’s Mail Merge Manager under Tools > Mail Merge Manager. The next window prompts you to select recipients. When finished, click Next to continue.įigure1-Step 2: Select starting document.ġ. Click Next to continue, then choose one of these three options: Use Current Document, Start from a Template, or Start from Existing Document. On the Home tab, in the Number group, choose the Number Format (General) box down arrow, and then choose an option in the list.2. To preserve numeric data you've formatted as a percentage or as currency during a mail merge, follow the instructions in the "Step 2: Use Dynamic Data Exchange (DDE) for a mail merge" section. When done, save your data source with a new file name.įormat any numerical data like percentages or currency values in any new or existing data source in Excel that you intend to use in a Word mail merge. Well outline a much more linear process - creating an address file in Excel, merging in Word, and adding intents and finer details. Mail merge - A free, 10 minute, video training Learning to use Mail Merge in Microsoft Word can be a daunting task if youre trying to use Microsoft Help. Use mail merge to create and send bulk mail, labels, and envelopes We had selected Email Messages for email. You can also select letter to design the personalized letter. Step 2: Click on the Start Mail Merge button and select Email Messages to create the mail merge for personalized email. In your mail merge document, you add the symbols before or after the merge fields like this: Step 1: Create a new Word document on which navigate to the Mailing tab. If you include the symbols, the numbers make more sense. For example, here's how the currency and percentage values look if you omit symbols. Make sure you add the appropriate symbol before or after a merge field. Go to Home, and in the Number group, select the Number Format box down arrow, and then choose an option in the list (such as Text).
#Step by step mail merge from excel to word zip
Leading zeros-for example, 00399-in codes are dropped during a mail merge if they're not formatted as text.Ĭhoose the column that contains the ZIP Codes, postal codes, or other data to be formatted. If not done when imported, format it now. ZIP Codes or postal codes needs to be formatted as text to preserve the data during a mail merge. Format a column of percentages as text if you want to avoid that multiplication factor. If you choose percentage as a category, be aware that the percentage format will multiply the cell value by 100. Format a column with numbers, for example, to match a specific category such as currency. In your Excel data source that you'll use for a mailing list in a Word mail merge, make sure you format columns of numeric data correctly. Save your spreadsheet with a new file name.
Data is imported beginning with the named cell address. Word's mail merge feature lets you use a wide variety of. Caution: The cell address in the Import Data dialog box shows the currently selected cell. Word's mail merge can be used to create form letters, e-mail messages, envelopes, labels, or directories.
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