how to mail merge labels from excel to word using wizard

Microsoft refers to a data set or database as a list.

Select the source file containing the data set with names and addresses.

Start the merge and specify the main document for the letter.

There are 7 steps in the mail merge process to create form letters in Word: Recommended article: How to Create Labels in Word Using Mail Merge and Excel Source Dataĭo you want to learn more about Word? Check out our virtual classroom or live classroom Word courses > Understanding the mail merge process for form letters When you run the mail merge, you have the option of creating a new merged file (which would include a letter for each contact) or merge directly to a printer. You'll need to create a main document or letter in Microsoft Word and then connect to a data set of names and addresses in a Word document, Excel worksheet, delimited file or database like Microsoft Access. In this article, we'll review the process for creating form letters for multiple contacts or clients.

You can use mail merge in Microsoft Word to create form letters, labels, envelopes and even a catalog or directory. For more info, see Data sources you can use for a mail merge.įor more info, see Mail merge: Edit recipients.įor more info on sorting and filtering, see Sort the data for a mail merge or Filter the data for a mail merge.Perform a Mail Merge in Microsoft Word to Generate Form Letters for Bulk Mailingsīy Avantix Learning Team | Updated January 10, 2021Īpplies to: Microsoft ® Word ® 2013, 2016, 2019 and 365 (Windows) Connect and edit the mailing listĬonnect to your data source.

The Excel spreadsheet to be used in the mail merge is stored on your local machine.Ĭhanges or additions to your spreadsheet are completed before it's connected to your mail merge document in Word.įor more information, see Prepare your Excel data source for mail merge in Word. For example, to address readers by their first name in your document, you'll need separate columns for first and last names.Īll data to be merged is present in the first sheet of your spreadsheet.ĭata entries with percentages, currencies, and postal codes are correctly formatted in the spreadsheet so that Word can properly read their values. Make sure:Ĭolumn names in your spreadsheet match the field names you want to insert in your mail merge. Here are some tips to prepare your Excel spreadsheet for a mail merge.

How to mail merge labels from excel to word using wizard