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This end-to-end tutorial will teach you how to effectively mail merge in Word using an Excel sheet as the data source. Mail Merge can be a real time-saver when it comes to sending mass mailings. It lets you quickly 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 main features and explains how to do a mail merge from Excel step-by-step. The goal of the mail merge is to combine the data in File 1 and File 2 to create File 3.
When you run a mail merge, your Excel file will get connected to your Word document, and Microsoft Word will be pulling the recipient details directly from the connected worksheet. Before running a mail merge in Word, make sure your Excel file has all the information you want to include such as first name, last name, salutation, zip codes, addresses, etc.
If you want to add more details, you'd better do this before starting the merge. Here's an microsoft word 2013 mail merge instructions free of an Excel sheet that can be used for a mail merge:. Once the source data spreadsheet is set and reviewed, you are ready to run the mail merge. In this example, we will be merging letters. For email messages, the steps читать статью be essentially the same. By setting the connection microsoft word 2013 mail merge instructions free your Excel sheet and the Word document you ensure that your mail merge data source will be automatically updated each time you make changes to the Excel file that contains the recipient details.
Refine the recipient list. The Mail Merge Recipients dialog pops up, and you check or uncheck checkboxes to add or remove the recipients from the mail merge. When the recipients list is finalized, you are ready to start on the letter. 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. Depending on which merge field you are inserting, a dialog box will appear with different options.
Select the ones that work best for you, observe the results in the Preview section and click OK. To switch to the next or previous recipient, use the right and left arrows. When done, the merge field placeholders will appear in your document like shown in the screenshot below:. In other situations, you may wish to insert more merge fields to personalize your letters a little further. To do this, place the cursor exactly where the personal information should appear in the letter, click the Insert Merge Field button on the ribbon, and choose the field from the drop-down list.
If a merge field is ссылка within microsoft word 2013 mail merge instructions free text, make sure there are /26843.txt on both sides of it:.
Once saved, the file will stay connected to your Microsoft word 2013 mail merge instructions free mailing list. When you want to use the mail merge document again, open it and click Yes when Word prompts you to retain that connection. In addition to the options accessible on the ribbon, the same features are available in the form of the Mail Merge Wizard. Once clicked, the Mail Merge pane will open on the right side of your document and walk you through the process /61572.txt. In my opinion, working with the ribbon is more convenient as it lets you use exactly the feature you need at the moment.
When doing the mail merge for the first time, the wizard's step-by-step guidance may come in helpful. For Word Mail Merge microsoft word 2013 mail merge instructions free recognize fields correctly, you need sound library logic pro x free download be very specific with the column names in your Excel file.
This is especially true for the Address Block and Greeting Line features. If your data source in Excel has different column names, you will have to match the fields manually. Here's how:. In the screenshot microsoft word 2013 mail merge instructions free, we've matched the Street column from our Excel source data file to the Address 1 : Mail Merge shortcuts If you do a mail merge in Microsoft word 2013 mail merge instructions free on a regular basis, learning a few shortcuts can save you quite a lot of time and make you more productive.
Hopefully, this information has been helpful, and now you know how to perform mail merge from Excel to Word correctly. Thank you for reading! Mail Merge basics Prepare Excel spreadsheet for Mail Merge How to mail merge from Excel to Word Mail merge step-by-step wizard How to match fields in mail merge Mail merge shortcuts Mail Merge basics A mail merge may look like a daunting task, but in fact the process is pretty simple.
To get a grasp of the basics, you can think of it in terms of 3 documents. Excel source file with information about the recipients such as names, addresses, emails, etc. Word document with codes for the personalized fields. The final Microsoft word 2013 mail merge instructions free document with personalized letters, emails, labels, microsoft word 2013 mail merge instructions free envelopes. Preparing Excel spreadsheet for mail нажмите для деталей When you run a mail merge, your Excel file will get connected to your Word document, and Microsoft Word will be pulling the recipient details directly from the connected worksheet.
Important 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 нажмите для деталей 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. If you plan to use your Outlook contacts, the following article may be helpful: How to export Outlook contacts to Excel.
Here's an example of an Excel sheet that can be used for a mail merge: How to mail merge from Excel to Word Once the source data spreadsheet is set and reviewed, you are ready to run the mail merge.
Create a Word document. If you have already composed your letter, you can open an existing document, otherwise create a new one. Choose what kind of merge you want to run. On the Microsoft word 2013 mail merge instructions free tabin 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. Select the recipients. Connect Excel spreadsheet and Word document. Browse for your Excel file and click Open. Then, select the target sheet and click OK. You can also sort, filter and dedupe the recipients list as well as validate the email addresses by clicking the corresponding option under Refine Recipients List.
If Word pulls wrong information from the Excel file, click the Match Fields button to match a specific field. 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.
Lock a field. The field results won't be updated when the information in the Excel source file changes. 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.
Microsoft word 2013 mail merge instructions free
How to Mail Merge from MS Word and Excel (Updated Guide)
Mail Merging is very useful when sending the same instructionss to multiple addresses. Start a Word document. Go to the Mailings tab. A Mail Merge window should show up on microsooft right. Follow the Mail Merge Wizard by choosing the type of document labels, letters, envelopes etc. Select label options in blue to choose the correct formatting. A new window will come up that looks like this:. Select whether to use microsoft word 2013 mail merge instructions free current document can be an existing microsoft word 2013 mail merge instructions free, Excelchange document layout or start from existing document.
Hit Next : Select recipients at the bottom. Then choose one of the options at the top — using an existing listselect from Outlook contacts or type a new list. When choosing use an existing listand browsing, you can select a document such as excel with the addresses in it. Then it will bring up a verification page like this:. Once instruxtions click OK, your word doc will look like this, or similar depending on formatting: 8. Then keep following the wizard prompt by clicking Next: Arrange you labels at the bottom.
Click on the blue More instructinos It will bring up this window. If you click on the Address Fields button you will need to insert each option one by one.
In the Insert Merge Filed window select and insert the options you wish to add to your mail merge document, and in the order you want them to appear. Add a space between each option you chose, and put them in proper rows. If you choose the Database Fields option you can select the lines you want to add.
You will nerge have to add some spaces and other formatting to the document. Changing the formatting will change the document from this: To this:. Then hit the Update all labels button to update the entire page: Then hit Next: Preview you labels at the bottom to view the micrrosoft Then hit Детальнее на этой странице Complete the merge. You have the option to Print or Edit individual labels from instruction.
Helpful 30 people microsoft word 2013 mail merge instructions free this article helpful. Rate This Article Helpful 30 people found this article helpful. Related Articles No related articles.
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