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How to mail merge from Excel to Word Create a Word document. Choose what kind of merge you want to run. Select the recipients. Connect Excel spreadsheet and Word document. Refine the recipient list. Add Address Block and Greeting Line. Insert merge fields. Preview the results.
Go to Mailings Select Recipients Use an Existing List, then choose New Source to open the Data Connection Wizard. Choose the type of data source you want to use for the mail merge, and then select Next. Follow the prompts in the Data Connection Wizard to complete the data connection to the merge document.
Step 5: Preview Your Document: Step 5 is your chance to look over the form letters before you print them or create a file for them. Click the Record buttons to see what your document will look like after the mail- merge is complete.
There are six steps in the mail merge wizard: Select the document type. Start the document. Select recipients. Write your letter. Preview your letters. Complete the merge.
Mail merge lets you create a batch of documents that are personalized for each recipient. For example, a form letter might be personalized to address each recipient by name. A data source, like a list, spreadsheet, or database, is associated with the document.
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A Data Source is a file that contains the information to be merged with the Main Document, such as names and addresses. The Data Source file can be a Word table, an Excel spreadsheet, an Access table, or a text-delimited file. Important: You must connect to a Data Source before you can use it in a Mail Merge.
Out of the box, mail merge can only use a single, flat data source. Therefore, you would either need to combine all of your data onto the one worksheet, or create a roll-your-own VBA based equivalent to mail merge that had the necessary logic included in it to know how to handle your multiple sources of data.
Helpful information In Microsoft Word, from the Mailings tab, click Start Mail Merge. Select Letters. Click Select Recipients from the Mailings tab. Select Use Existing List. In File Explorer (or your file manager), locate the Excel spreadsheet that contains the information to be merged.

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