To mail merge from Excel to Word, here is a step-by-step overview:
- Prepare your Excel spreadsheet:
- Ensure each row is a recipient with columns for fields like first name, last name, address, etc.
- Format any postal codes or numbers with leading zeros as text.
- Save and close the Excel file before starting the merge.
- Create or open the Word document you want to use as the main document (like a letter).
- In Word, go to the "Mailings" tab, click "Start Mail Merge," and choose the document type (e.g., Letters).
- Click "Select Recipients" then "Use an Existing List," and browse to select your Excel file.
- Choose the Excel worksheet containing the recipient data.
- Insert merge fields into the Word document where personalized info should appear (e.g., name, address).
- Preview the results with "Preview Results" to check if the data is merging correctly.
- Finish the merge by clicking "Finish & Merge" and choose to print documents, edit individual letters, or send as email messages.
This process lets Word pull data from Excel to generate personalized letters, emails, or labels efficiently without manually typing each one.
