How do I do a mail merge from Excel to Word for letters?

On your Word document, highlight the field you want to populate with the data from Excel. On the Mailings tab, choose the ‘Insert Merge Field’ button, a list of the column headers on your saved excel document will drop down (i.e. Company Name, etc.). Choose the appropriate field you want to merge and choose Insert.

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Just so, can an Excel spreadsheet be used as the data source for a Word mail merge?

An essential step in a Word mail merge process is setting up and preparing a data source. You can use an existing Excel data source or build a new one by importing a tab-delimited (. txt) or comma-separated value (. csv) file.

Likewise, can you merge from Excel to Word?

Merge Word and Excel Documents

Once your spreadsheet is ready, open a new document in Word. Click on the Mailings tab and select Start Mail Merge and decide whether you want to create labels, letters, envelopes, emails or a directory.

How do I convert an Excel file to a Word document?

9-8 Creating a Word doc from an Excel list

1. Open Word.
2. Click on Mailings tab.
3. Click Start Mailing merge.
4. Choose Directory.
5. Click Select Recipients.
6. Choose Use Existing List.
7. From the Select Data Source box, find and choose your Excel file.
8. Click Ok in the Select Table Box.

5 Related Question Answers Found

How do I create a mail merge letter in Word?

How to Use Mail Merge in Microsoft Word

1. In a blank Microsoft Word document, click on the Mailings tab, and in the Start Mail Merge group, click Start Mail Merge .
2. Click Step-by-Step Mail Merge Wizard .
3. Select your document type. …
4. Select the starting document. …
5. Select recipients. …
6. Write the letter and add custom fields.

How do I do a mail merge from Excel to Word 2010?

How do I do a mail merge letter?

To perform a Letter mail merge in Microsoft Word

1. In Word, choose File > New > Blank Document.
2. On the Mailings tab, in the Start Mail Merge group, choose Start Mail Merge > Letters.
3. Choose Select Recipients then Use an Existing List. …
4. Type the date and any other information you want at the top of the letter.

How do you create a mail merge in Word?

Set up and Choose Document Type

1. Click the Mailings tab.
2. Click the Start Mail Merge button.
3. Select Step-by-Step Mail Merge Wizard. The Mail Merge pane appears on the right, ready to walk you through the mail merge.
4. Select a type of document to create.
5. Click Next: Starting document.

How do you use Word and Excel for mail merge step by step?

How to Use Mail Merge to Send Bulk Letters

1. Step 1: Create and format your address list in Microsoft Excel. …
2. Step 2: Create the main mail merge document in MS Word. …
3. Step 3: Select the recipient list. …
4. Step 4: Add personalized messages. …
5. Step 5: Preview and finish the mail merge process. …
6. Step 6: Save the form letter.