How to mail merge from Excel to Word step-by-step

This end-to-end tutorial will teach you how to efficaciously mail unite in Word using an Excel sheet as the datum beginning .
Mail Merge can be a real time-saver when it comes to sending batch mailings. It lets you cursorily create custom letters, emails or mailing labels in Word by merging the information you already have in your Excel spreadsheet. This tutorial provides an overview of the independent features and explains how to do a mail blend from Excel bit-by-bit .

Mail Merge basics

A chain mail unify may look like a daunting undertaking, but in fact the process is reasonably elementary .
To get a appreciation of the basics, you can think of it in terms of 3 documents.

  1. Excel source file with information about the recipients such as names, addresses, emails, etc.
  2. Word document with codes for the personalized fields.
  3. The final Word document with personalized letters, emails, labels, or envelopes.

The goal of the mail unify is to combine the data in File 1 and File 2 to create File 3.
Mail Merge from Excel to Word

Preparing Excel spreadsheet for mail merge

When you run a mail unify, your Excel file will get connected to your Word text file, and Microsoft Word will be pulling the recipient role details directly from the connected worksheet .
Before running a mail blend in Word, make sure your Excel file has all the information you want to include such as foremost name, concluding name, greeting, travel rapidly codes, addresses, etc. If you want to add more details, you ‘d better do this before starting the blend .
significant things to check :

  • Your Excel sheet has one row for each recipient.
  • The columns in the spreadsheet match the fields you want to use in a mail merge. For instance, if you wish to address the recipients by their first name, be sure to create separate columns for the first and last names. If you intend to sort the contacts by state or city, verify that you have a separate State or City column.
  • If your Excel file contains postal codes or any other numbers with leading zeros, format them as text to retain zeros during a mail merge.
  • If you create an Excel spreadsheet by importing information from a .csv or .txt file, this tutorial will help you do that right: Importing CSV files into Excel.
  • If you plan to use your Outlook contacts, the following article may be helpful: How to export Outlook contacts to Excel.

here ‘s an exemplar of an Excel sheet that can be used for a mail blend :
Excel sheet as a data source for mail merge

How to mail merge from Excel to Word

once the source data spreadsheet is set and reviewed, you are cook to run the mail blend. In this exercise, we will be merging letters. For electronic mail messages, the steps will be basically the like .

  1. Create a Word document. If you have already composed your letter, you can open an existing document, otherwise create a new one.
  2. Choose what kind of merge you want to run. On the Mailings tab, in the Start Mail Merge group, click Start Mail Merge and pick the mail merge type – letters, email messages, labels, envelopes or documents. We are choosing Letters.
    Choose what kind of mail merge you want to run.
  3. Select the recipients. On the Mailings tab, in the Start Mail Merge group, click Select Recipients > Use Existing List.
    Select the recipients.
  4. Connect Excel spreadsheet and Word document. Browse for your Excel file and click Open. Then, select the target sheet and click OK.
    Connect your Excel spreadsheet to the Word mail merge document.
    By setting the connection between your Excel sheet and the Word document you ensure that your mail unite data reservoir will be mechanically update each time you make changes to the Excel file that contains the recipient details .
  5. Refine the recipient list. If you want to exclude certain recipients, then click the Edit Recipient List button in the Start Mail Merge group.
    Edit Recipient List
    The Mail Merge Recipients dialogue pops up, and you check or uncheck checkboxes to add or remove the recipients from the chain mail unify.
    Add or remove recipients.
    Tip. You can besides sort, percolate and dedupe the recipients list a well as validate the electronic mail addresses by clicking the comparable option under Refine Recipients List. When the recipients list is finalized, you are ready to start on the letter. Type the text directly in a Word text file or copy/paste from an external source .
  6. Add Address Block and Greeting Line. Now it’s time to add placeholders for the Address Block and Greeting Line for Mail Merge to know exactly where to place that data. To add a placeholder, click the corresponding button on the Mailings tab, in the Write & Insert Fields group.
    Add placeholders for the Address Block and Greeting Line.
    Depending on which blend discipline you are inserting, a dialogue box will appear with different options. Select the ones that work good for you, observe the results in the Preview section and click OK. To switch to the adjacent or former recipient, use the right and left arrows.
    Inserting the Address block placeholder.
    Tip. If Word pulls improper information from the Excel file, click the Match Fields push button to match a specific field.

    When done, the blend field placeholders will appear in your document like shown in the screenshot below :
    The Address Block and Greeting Line are inserted in a mail merge document.

  7. Insert merge fields. In some cases, adding only the Address block and Greeting line will suffice. When the letter is printed out, all the copies will be identical except for the recipients’ names and addresses.
    In other situations, you may wish to insert more unify fields to personalize your letters a little far. To do this, place the cursor precisely where the personal information should appear in the letter, click the Insert Merge Field push button on the decoration, and choose the airfield from the drop-down number.
    Inserting a merge field.
    If a unify discipline is inserted within the textbook, make sure there are spaces on both sides of it :
    The merge field is inserted in a letter.
  8. Preview the results. To verify that the recipient details correctly appear in the letter, click the Preview Results button on the Mailings tab, and then use the left and right arrows to switch between the recipients.
    Preview the mail merge results for each recipient.
  9. Finish mail merge. If you are happy with all the previews, head over to the Finish group and click the Finish & Merge button. Here you can choose to print the letters or send them as email messages. To make some edits before printing or emailing, click Edit Individual Documents. A new document will open, and you will be able to make the changes in each particular letter.
    Finish mail merge and print or email documents.
  10. Save the mail merge document. Save the mail merge results as a usual Word document by clicking the Save button or pressing the Ctrl + S shortcut.

once saved, the file will stay connected to your Excel mailing list. When you want to use the mail unify document again, open it and click Yes when Word prompts you to retain that connection.
Re-opening the mail merge document.

Using step-by-step Mail Merge Wizard

In addition to the options accessible on the ribbon, the same features are available in the form of the Mail Merge Wizard .
To start the sorcerer, go to the Mailings check and chink Start Mail Merge > Step-by-Step Mail Merge Wizard.
Starting the Mail Merge Wizard
once clicked, the Mail Merge paneling will open on the right side of your document and walk you through the process bit-by-bit.
The Mail Merge Wizard can walk you through the merge process step-by-step.
In my public opinion, working with the ribbon is more convenient as it lets you use precisely the feature you need at the moment. When doing the mail unify for the first time, the sorcerer ‘s bit-by-bit steering may come in helpful .

How to get mail merge to match fields

For Word Mail Merge to recognize fields correctly, you need to be very specific with the column names in your Excel file. This is particularly true for the Address Block and Greeting Line features .

  • For the Name fields, First Name and Last Name work without a hitch. Other column names may cause matching failures.
  • For the Address fields, use the full words such as Address, City, State, Postal code, or Zip code.

If your data reference in Excel has different column names, you will have to match the fields manually. here ‘s how :

  1. In the Insert Address Block or Insert Greeting Line dialog box, click the Match Fields button. (This button is also available on the Mailings tab, in the Write & Insert Fields group.)
    Match mail merge fields.
  2. In the Match Fields dialog box that pops up, you will see the list of fields required for a given block. To match a specific field, click the drop-down arrow next to it, and pick the correct field from the list.
    In the screenshot below, we ‘ve matched the Street column from our Excel beginning data file to the Address 1 :
    Matching a specific field

Mail Merge shortcuts

If you do a mail unify in Word on a unconstipated basis, learning a few shortcuts can save you quite a set of clock and make you more fat .

Shortcut Description
Alt+F9 Switch between all field codes and their results in a mail merge document.
Shift+F9 Display the coding of the selected field.
F9 Update the selected filed. Place the cursor anywhere in the field and press F9 to update it.
F11 Go to the next field.
Shift+F11 Go to the previous field.
Alt+Shift+E Edit the mail merge document. Note, this will break the connection between your Excel file and Word document, as a result your mail merge source won’t be automatically updated any longer.
Alt+Shift+F Insert a merge field from your mail merge source.
Alt+Shift+M Print the merged document.
Ctrl+F9 Insert an empty field.
Ctrl+F11 Lock a field. The field results won’t be updated when the information in the Excel source file changes.
Ctrl+Shift+F11 Unlock a field. The field results will be updated again.
Ctrl+Shift+F9 Unlink a field. The field will be permanently removed from a document, replaced by its current value and from then on treated as normal text.
Alt+Shift+D Insert the DATE field that displays the current date.
Alt+Shift+T Insert the TIME field that displays the current time.
Alt+Shift+P Insert the PAGE field that displays the page number.
Alt+Ctrl+L Insert LISTNUM field.

hopefully, this information has been helpful, and now you know how to perform mail blend from Excel to Word correctly. Thank you for reading !

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