![]() ![]() 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.For more info, see Set up a mail merge list with Word. Word data file is a data source you can create on the fly, within Word. See Use Outlook contacts as a data source for a mail merge Outlook Contact List contains data in a format that can be read by Word. For more info, see Prepare your data source in Excel for a mail merge in Word for Mac. Excel spreadsheets and Outlook contact lists are the most common data sources, but if you don't yet have a data source, you can type it up in Word, as part of the mail merge process.Įxcel spreadsheet works well as a data source if all data is on one sheet and the data is formatted so that it can be read by Word. Your first step in setting up a mail merge is to pick the source of data you'll use for the personalized information. This type of document is also called a catalog merge.Ĭreate a directory of names, addresses, and other information Use it to print out your contact list, or to list groups of information, like all of the students in each class. You'll be sending the email directly from Word.Įnvelopes or Labels where names and addresses come from your data source.Ĭreate and print a batch of envelopes for mailingĬreate and print sheets of mailing labelsĭirectory that lists a batch of information for each item in your data source. ![]() Each letter prints on a separate sheet of paper.Ĭreate and print a batch of personalized lettersĮmail where each recipient's address is the only address on the To line. Letters that include a personalized greeting. Follow the links for details about each type: Word provides tools for incorporating your data into the following kinds of documents. Use Outlook contacts as a data source for a mail merge If you know you'll be using Excel or Outlook as the source of your data, see: If you don't yet have a data source, you can even type it up in Word, as part of the mail merge process.įor details about data sources, see Data sources you can use for a mail merge. Excel spreadsheets and Outlook contact lists are the most common data sources, but any database that you can connect to Word will work. ![]()
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