how to do a mail merge in word and excel 2007

If you have already composed your letter, you can open an existing Word document, otherwise create a new one.If you are using Word 2013 or Word 2016, the steps will be exactly the same. In this example, we will be merging the letter with a recipient list in Word 2010. When your Excel spreadsheet is set up and reviewed, you are ready to run the mail merge. If you want to export Outlook contacts, the following article may be helpful - How to export Outlook contacts to Excel.txt file, then use the Text Import Wizard, as explained in Importing CSV files into Excel.

If you create an Excel spreadsheet by importing information from a.If your Excel file includes dates, times, currency values, or postal codes that begin or end in 0, see how to correctly format mail merge numbers, dates and currency.If you want to sort the recipients by state or city, verify that you have a separate State or City column. For instance, if you want to address your readers by the first name, be sure to create separate columns for first and last names. The columns in your Excel sheet should match the fields you want to use when doing a mail merge.If you want to add more contacts or other information, you'd better make the changes or additions in your Excel sheet now before running the mail merge. So, before starting the merge in Word, make sure your Excel file has all the information you want to include such as first names, last names, salutations, zip codes, addresses, etc. When you run a mail merge, your Excel file will get connected to your Word mail merge document, and Microsoft Word will be pulling the recipients' names, addresses and other details directly from your Excel worksheet. Preparing the Excel spreadsheet for Mail Merge The goal of the mail merge is to combine the data in File 1 and File 2 to create File 3. The final Word document with the personalized letters, emails, envelops etc.Excel mail merge source file with information about the recipients, one row for each recipient.Word mail merge document with codes for the personalized fields.It may help to get the insight, if you think of the mail merge process in terms of 3 documents. Mail merge with dates, currencies and other numbersĭoing a mail merge may look like a daunting task, but in fact the process is pretty simple.How to mail merge from Excel to Word, step-by-step.Prepare an Excel spreadsheet for Mail Merge.This tutorial provides an overview of the main features and explains how to do a mail merge from Excel step-by-step. It lets you quickly create custom letters, emails or mailing labels in Word by merging the information you already have in your Excel spreadsheet. Mail Merge from Excel to Word can be a real time-saver when it comes to sending large mailings.

How to do a mail merge in word and excel 2007