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#CREATE A MAIL MERGE FROM EXCEL TO WORD ZIP#

Screenshot of the Mailings tab in Word, showing the Preview Results group.

On the Mailings tab, choose Preview Results.

and then you're ready to complete the merge process. In the Insert Address Block dialog box, choose a format for the recipient's name as it will appear on the envelope.įourth Step: Preview and finish the mail merge After you insert the merge fields you want, preview the results to confirm that the content is okay.

On the Mailings tab, in the Write & Insert Fields group, choose Address Block.

To insert an address block for an envelope, a label, an email message, or a letter Third Step: Insert a merge field You can insert one or more mail merge fields that pull the information from your spreadsheet into your document. In the Mail Merge Recipients dialog box, clear the check box next to the name of any person who you don't want to receive your mailing.Screenshot of the Mailings tab in Word, showing the Edit Recipient List command as highlighted. When Word prompts you, choose Sheet1$ > OK.Įdit the mailing list Select who receives your mail.Locate your Excel spreadsheet, and then choose Open.Choose Select Recipients > Use an Existing List.

Screenshot of the Mailings tab in Word, showing the Start Mail Merge command and the list of available options for the type of merge you want to run. On the Mailings tab, in the Start Mail merge group, choose Start Mail Merge, and then choose the kind of merge you want to run.In Word, choose File > New > Blank document.Second Step: Start the Word mail merge process from the Ribbon Menu Changes or additions to your spreadsheet must be completed before processed to your mail merge document in Word.The Excel spreadsheet file to be used in the mail merge is stored on your local machine or is accessible on a shared network folder.

#CREATE A MAIL MERGE FROM EXCEL TO WORD ZIP#

Data entries with currencies, percentages, and zip codes are correctly formatted in the spreadsheet so that Word can properly read the values.

All data to be merged must be present in the first worksheet of your Excel spreadsheet.

For example, to use a persons first name in your document, you'll need separate data columns for first and last names. (2) Run mailmerge without displaying Microsoft. I am trying to figure out how: (1) Select recepients by filtering the 'Status' column, so if the user pressed the first button, it will run the mail merge only for records with 'P' in the status column.

Column names in your Excel spreadsheet must match the field names you want to insert in your mail merge Word document. This word template file called 'MyTemplate' will be in the same directory as the excel file.