#Mail merge from excel to word 2007 how to

#Mail merge from excel to word 2007 how to

Then, IвЂ™ll go over how to mail merge using an Excel spreadsheet and a Word document. In this article, IвЂ™ll first cover what a mail merge is and explain how it works. It works by automatically adding personalization data from a data file (for example, a spreadsheet) to a template file (like a letter or an email). University of Wisconsin-Eau Claire 105 Garfield Avenue P.O.A mail merge is a handy way to send personalized mass letters and bulk emails quickly.

Make the appropriate changes in the new document that appears.

To edit the documents for only certain records, type a range in the text boxes To edit the document for only the record displayed, select Current record

To edit the documents for all of your records, select All.

The Merge to New Document dialog box appears.

From the Finish group, click FINISH & MERGE В» select Edit Individual Documents.

NOTE: Refer to Printing Options for Specific Pages for more information.Click OK The Print dialog box appears.Make any necessary adjustments To print documents for only certain records, type a range in the text boxes Click OK To print a document for only the record displayed, select Current record To print documents for all of your records, select All

To print the documentFrom the Finish group, click FINISH & MERGE В» select Print Documents.

(Optional) To preview your document with other recipients' information, in the Preview Results group, click the arrows NOTE: For more information on editing the recipient information, refer to Working with the Recipients List.

When finished, in the Preview Results group, click PREVIEW RESULTSДЄ preview of your first recipient's letter appears. The fields available to you will be the column headers of your Excel worksheet. In the Write & Insert Fields group, click INSERT MERGE FIELD В» select the desired fieldД«e sure to click the text of the INSERT MERGE FIELD button below the picture to access the drop-down list. Position the insertion point where you want to insert the variable information within your document.In your document, type the message, leaving space for information to be added in the mail merge NOTE: To edit the recipient information, refer to Working with the Recipients List. NOTE: A recipient is selected if the checkbox beside their entry is selected. The Mail Merge Recipients dialog box appears. In the Start Mail Merge group, click EDIT RECIPIENT LIST.To select the recipients you want to include in your mail merge.(Optional) If the first row of your worksheet contains headings instead of information to be included in the merge, select First row of data contains column headers If your Excel workbook has multiple worksheets, select the worksheet containing your list of recipients Using the Look in pull-down list, find and select the desired Excel file The Select Data Source dialog box appears. In the Start Mail Merge group, click SELECT RECIPIENTS В» select Use Existing List. In the Start Mail Merge group, click START MAIL MERGE В» select the desired document type To create a mail merge using data from an Excel table:ДЇrom the Ribbon, select the Mailings command tab WARNING: In order for the merge to work correctly, the field names of your Excel table must begin in the top left corner of your worksheet, at cell A1. The Excel table must already exist for this option to work.ДЇor more information about Word's Mail Merge process, refer to Mail Merge: An Overview.ДЇor more information about creating Excel tables, refer to Creating Tables. This document provides an overview of creating a mail merge using information from an existing Excel table. This ensures that you will not have to duplicate information you already have in your Excel table to perform a mail merge. Tables (databases) created in Excel can have many uses, which include allowing you to use it to merge information into Word for large mailings.

This article is based on legacy software. (Archives) Microsoft Word 2007: Mail Merge: Using an Excel Table for Mail Merge

(Archives) Microsoft Word 2007: Mail Merge: Using an Excel Table for Mail Merge.

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