Mail Merge Using Word and Excel
Page | 1
MICROSOFT VIDEO TUTORIAL: https://www.microsoft.com/en-us/videoplayer/embed/RE1I1Wz?pid=ocpVideo7-innerdiv-
oneplayer&postJsllMsg=true&maskLevel=20&market=en-us
Mail merge is used to create personalized multiple documents—such as labels, letters, envelopes or
other documents. These documents have identical layout, formatting, text, and graphics, and only specific
sections of each document varies for personalization.
There are three documents involved in the mail merge process:
1. Your main Word document (letter, labels, etc.)
2. Your data source (Excel file)
3. Your merged document (end product in Word)
Step 1: Prepare data in Excel for mail merge
The most important step in the mail merge process is to set up and prepare your data. You'll use your
Excel spreadsheet as the data source for the recipient list.
Here are some tips to prepare your data for a mail merge. Make sure:
Column names in your spreadsheet match the field names you want to insert in your mail merge.
For example, to address readers by their first name in your document, you'll need separate
columns for first and last names.
All data to be merged is present in the first sheet of your spreadsheet.
Data entries with percentages, currencies, and postal codes are correctly formatted in the
spreadsheet so that Word can properly read their values.
Changes or additions to your spreadsheet are completed before it's connected to your mail
merge document in Word.
Step 2: Start the mail merge
1. In Word, choose File > New > Blank document.
2. On the Mailings tab, in the Start Mail merge group,
choose Start Mail Merge, and then choose the kind of
merge you want to run.