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#EXCEL MAILINGS HOW TO#
#EXCEL MAILINGS FULL#
#EXCEL MAILINGS ZIP#

Highlight Merge Fields – Used to make fields stand out from other text.

You do this via Mailings > Write & Insert Fields, and your options here include: However, to enable the mail merge, you will also need to add “fields” wherever you want to insert information from your spreadsheet. Thank you for subscribing to our newsletter!Īfter this, type your template just as you would any document in Microsoft Word. If you are writing a letter, for example, you would pick “Letters” from this list. As part of this, you can choose a document type by going to Mailings > Start Mail Merge and selecting an option from the dropdown menu.

If you haven’t already, you can now create a template document. Creating a Template Document Selecting a document type.

#EXCEL MAILINGS FULL#

You can then click Edit Recipient List to view the full list of recipients and, if required, remove entries from the mail merge. This will link your document to the selected workbook.

Picking the sheet with the required information and clicking OK.Selecting Use an Existing List and finding your Excel spreadsheet.Going to Mailings > Start Mail Merge > Select Recipients.Opening a new document (or a pre-saved template).To import information from your data source, you will need to select it in Microsoft Word by: Selecting a Data Source in Microsoft Word When you have added all the required information, save your spreadsheet and open Microsoft Word.

#EXCEL MAILINGS ZIP#

Check formatting is correct (e.g., format zip codes as text, not numbers).

Make sure all relevant data is included in the first sheet of your workbook.

Create a column for each piece of custom information you want to include in your letter (e.g., first name, surname, address, postcode, phone number).

The key is to set up your spreadsheet so that Microsoft Word can “read” it. For now, though, we’ll focus on using Excel. In each case, this is where MS Word finds the information to add to a document (e.g., a list of names and addresses). Microsoft Word can use an Excel spreadsheet, an Outlook contacts list or an Access database as a source for a mail merge.

#EXCEL MAILINGS HOW TO#

In particular, we will look at how to do this when using an Excel spreadsheet as a data source. In this post, we’ll look at the basics of using mail merge. If, for example, you are sending the same letter to everyone on a mailing list, you can use mail merge to add their names and addresses at the touch of a button rather than typing each one out separately.

This makes it a great time-and-effort-saving tool. The mail merge function in Microsoft Word lets you insert information into a template document. Incorrect formatting of numbers can cause errors in the merge.How to Use Mail Merge: Excel to Microsoft Word Format Numerical Data Correctly: Be sure that things like street numbers and zip codes are properly formatted for the way they should appear once the mail merge is complete.Also, make sure the headers you choose match the merge field names, which will also make it less likely errors will occur. To make it easy for Excel to differentiate between data and labels, use bold text, cell borders, and cell shading that are unique to the header row. A header row is a row containing labels that identify the data in the cells beneath it. Create a Header Row: Create a header row for the sheet you intend to use for the mail merge.Also, make sure the sheets are clearly named, as you have to select the one you intend to use without being able to view it. If it's spread across multiple sheets, combine the sheets or perform multiple mail merges. Put All Data on a Single Sheet: The mailing list data you intend to use for the mail merge must be on one sheet.