6/21/2023 0 Comments Data merge word and excel![]() ![]() When you run a mail merge, your Excel file will get connected to your Word document, and Microsoft Word will be pulling the recipient details directly from the connected worksheet.īefore running a mail merge in Word, make sure your Excel file has all the information you want to include such as first name, last name, salutation, zip codes, addresses, etc. Preparing 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. The final Word document with personalized letters, emails, labels, or envelopes.Word document with codes for the personalized fields.Excel source file with information about the recipients such as names, addresses, emails, etc.To get a grasp of the basics, you can think of it in terms of 3 documents. University of Wisconsin-Eau Claire 105 Garfield Avenue P.O.A mail merge may look like a daunting task, but in fact the process is pretty simple. 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 » 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 » 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 RESULTSĪ 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 » select the desired fieldīe 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.
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