
When your Excel spreadsheet is set up and reviewed, you are ready to run the mail merge.
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So, before starting the merge in Word, make sure your Excel file has all the information you want to include such as first names, last names, salutations, zip codes, addresses, etc. When you run a mail merge, your Excel file will get connected to your Word mail merge document, and Microsoft Word will be pulling the recipients' names, addresses and other details directly from your Excel worksheet. Preparing the Excel spreadsheet for Mail Merge The goal of the mail merge is to combine the data in File 1 and File 2 to create File 3.

It may help to get the insight, if you think of the mail merge process in terms of 3 documents. Mail merge with dates, currencies and other numbersĭoing a mail merge may look like a daunting task, but in fact the process is pretty simple.How to mail merge from Excel to Word, step-by-step.Prepare an Excel spreadsheet for Mail Merge.This tutorial provides an overview of the main features and explains how to do a mail merge from Excel step-by-step. It lets you quickly create custom letters, emails or mailing labels in Word by merging the information you already have in your Excel spreadsheet. Mail Merge from Excel to Word can be a real time-saver when it comes to sending large mailings.
