#MAC MAIL MERGE FROM EXCEL HOW TO#
#MAC MAIL MERGE FROM EXCEL FULL#

Highlight Merge Fields вЂ“ Used to make fields stand out from other text.You do this via Mailings > Write & Insert Fields, and your options here include: However, to enable the mail merge, you will also need to add вЂњfieldsвЂќ wherever you want to insert information from your spreadsheet. Thank you for subscribing to our newsletter!ДЄfter this, type your template just as you would any document in Microsoft Word. If you are writing a letter, for example, you would pick вЂњLettersвЂќ from this list. As part of this, you can choose a document type by going to Mailings > Start Mail Merge and selecting an option from the dropdown menu. If you havenвЂ™t already, you can now create a template document. Creating a Template Document Selecting a document type.

#MAC MAIL MERGE FROM EXCEL FULL#

You can then click Edit Recipient List to view the full list of recipients and, if required, remove entries from the mail merge. This will link your document to the selected workbook.

Picking the sheet with the required information and clicking OK.

Selecting Use an Existing List and finding your Excel spreadsheet.

Going to Mailings > Start Mail Merge > Select Recipients.

Opening a new document (or a pre-saved template).

To import information from your data source, you will need to select it in Microsoft Word by: Selecting a Data Source in Microsoft Word When you have added all the required information, save your spreadsheet and open Microsoft Word.

Check formatting is correct (e.g., format zip codes as text, not numbers).

Make sure all relevant data is included in the first sheet of your workbook.

Create a column for each piece of custom information you want to include in your letter (e.g., first name, surname, address, postcode, phone number).

The key is to set up your spreadsheet so that Microsoft Word can вЂњreadвЂќ it. For now, though, weвЂ™ll focus on using Excel. In each case, this is where MS Word finds the information to add to a document (e.g., a list of names and addresses). Microsoft Word can use an Excel spreadsheet, an Outlook contacts list or an Access database as a source for a mail merge.

#MAC MAIL MERGE FROM EXCEL HOW TO#

In particular, we will look at how to do this when using an Excel spreadsheet as a data source. In this post, weвЂ™ll look at the basics of using mail merge.

If, for example, you are sending the same letter to everyone on a mailing list, you can use mail merge to add their names and addresses at the touch of a button rather than typing each one out separately. This makes it a great time-and-effort-saving tool. The mail merge function in Microsoft Word lets you insert information into a template document. How to Use Mail Merge: Excel to Microsoft Word

Mac mail merge from excel