how to create a mail merge from excel to word 2013

#How to create a mail merge from excel to word 2013 how to#

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. By mail merge, you can save a lot of time for your work. Connect and edit the mailing listĬonnect to your data source. Here I going to show ‘How to mail merge from excel to the word’. It is the process of combining a list of data with a template. Even though Im going to use Outlook to send the email messages Im going to use Mail Merge in Word 2013 to automate the process of personalizing the email. 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. Microsoft Word 2013: Mail Merge Mail merge is a tool which allows you to create form letters, mailing labels and envelopes by linking a main document to a data source. Open MS Word and choose a new document or an existing document that you would like to use as a Mail Merge template. By using an Excel spreadsheet and the Mail Merge tool in Word, you can ea. If you want to save the individual letters, see: Send Mailmerge Output to Individual Files and/or. With the holidays fast approaching, now is a good time to tackle your address list. Otherwise, it merely creates a new document.

There are three ways to go about this in Word 2016: you can merge to a new document, and then print that document as a separate step after examining the merge results, you can merge directly to your printer, or you can send email messages. Mailmerge does NOT send the document anywhere unless you tell it to merge to email or printer. After all the codes are inserted in the main document, it’s time to perform the merge.

#How to create a mail merge from excel to word 2013 how to#

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. Re: How To Create Custom Word Documents From Excel WITHOUT Mail Merge. 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.