Make sure that Outlook is set as your computer’s default email program. Select the right-most icon to generate email message. Make sure your personalization inserts have worked properly with the recipient list. For more info, see Mail merge: Edit recipients. For more info, see Data sources you can use for a mail merge.
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This is where the Excel spreadsheet is used. At this point, you need to choose a data source. When you select this option, Word goes into a mail merge mode with the 'Letters' format as the main template. For each personalization aspect in your email, place the cursor in the correct location, then select the corresponding field and click “Insert.” For more information, see Prepare your Excel data source for mail merge in Word. Mail merge can be used with any content type that you can set up in Microsoft Word. Excel can also be used with the fields being implemented.
#How to do a mail merge from excel to word 2010 how to#
If you added any personalization aspects in Step 1, select “More items…” on this screen. - How to Mail Merge Word Document - Step by step guide on how to do an email mail merge with Word document using Outlook. This was completed in Step 1, but you can make any adjustments to the e-mail message now as well. Optionally filter or sort recipients if you would like to send the message to only a portion of those in the Excel file by selecting “Edit recipient list." Select “Use an existing list” then browse for the file created in Step 2. In my case I am going to use Avery US Letter. Now its time for you to select the Label Vendor. Next, click on the Start Mail Merge button and select Labels. Now open up Microsoft Word 2007 and click on the Merge tab. Having already opened the drafted email, select “Use the current document,” then click next. Before you start make sure you have your Excel spreadsheet ready. Select the radio dial for “E-mail messages” and click next at the bottom of the sidebar. 3) In each iteration, copy every source cell to the mapped destination cell, then save the template as it’s own XLS file and publish it to PDF. 1) Create a mapping between the source data and the destination (template) cells. 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.Open the Word document created in Step 1 and follow the step-by-step below in Word’s Mail Merge Manager under Tools > Mail Merge Manager. Re: Using mail merge in excel without word. 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. Go through the merged document and 'manually' do any necessary fix-ups to image size. Don't miss this step, it's very important: Select the new document Press Ctrl + A Press F9. Make sure:Ĭolumn names in your spreadsheet match the field names you want to insert in your mail merge. Run the for Word 2007+: Mailings, Finish & Merge, Edit Individual Documents or for Word 2003 and before: Merge to New Document (not to a printer, fax or e-mail). Here are some tips to prepare your Excel spreadsheet for a mail merge.
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