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. Mail merge saves you time and effort because it automates the process of entering one unique piece of data into a document. The database contains the unique elements (Sue, Jack, Peggy, etc.) and the document is your letter, invoice, label set, or another file. Make sure:Ĭolumn names in your spreadsheet match the field names you want to insert in your mail merge. Mail merge works by linking a database to your document. This makes it extremely easy for you to choose the letter you want to use, add the recipients you need, and dynamically change the content of the letter. Microsoft Word lets you create a mail merge using the step-by-step wizard. Here are some tips to prepare your Excel spreadsheet for a mail merge. Keep the document open as you’ll do the mail merge in the section below.

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