Connect and edit the mailing listĬonnect to your data source. Step 4: Select the Excel Sheet as Recipient. The Excel spreadsheet to be used in the mail merge is stored on your local machine.Ĭhanges or additions to your spreadsheet are completed before it's connected to your mail merge document in Word.įor more information, see Prepare your Excel data source for mail merge in Word. Step-by-Step Procedure to Auto Populate Word Document from Excel. For example, to address readers by their first name in your document, you'll need separate columns for first and last names.Īll data to be merged is present in the first sheet of your spreadsheet.ĭata entries with percentages, currencies, and postal codes are correctly formatted in the spreadsheet so that Word can properly read their values. Make sure:Ĭolumn names in your spreadsheet match the field names you want to insert in your mail merge. An example formula might be CONCAT (A2, ' Family'). Close the formula with a parenthesis and press Enter. Use commas to separate the cells you are combining and use quotation marks to add spaces, commas, or other text. Each record will occupy a row of the table, and each field will occupy a cell in the row.Here are some tips to prepare your Excel spreadsheet for a mail merge. Select the cell you want to combine first.
As you create these data files, you can place the information in a Word table so the data is easier to visualize and work with. I write the letters as following, the bullet points are inserted via the Bullets icon from Home tab > Paragraph group. I start the mail merge for letters, then I click 'Step-by-Step Mail Merge Wizard. Notice, also, that the third data record does not list any data corresponding to the data field named middle. Following image is the data source of recipients. This way you can create a batch of documents like personalized emails, letters.
DATA MERGE WORD AND EXCEL HOW TO
The other four records are the data records. In this tutorial youll learn how to link Excel data to Word using Mail Merge. Then, you need to modify the picture address. Type the information you need in the worksheet, and enter the image file path as below screenshot shown: 2. Apply the Mail Merge feature to create the card with image, please do with the below steps one by one: Step1: Prepare the data list in Excel. Enable the option ‘Use smart cut and paste’. Click 'Advanced', and then scroll down to the 'Cut, copy, and paste section'. Click the 'Microsoft Office Button', and then click 'Word Options'. Choose the appropriate field you want to merge and choose Insert. 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. The first record indicates the field names it is the header record. Mail merge data and pictures from Excel to Word. Enable the option ‘Adjust formatting when pasting from Microsoft Office Excel’ in the Word and check if it helps. On your Word document, highlight the field you want to populate with the data from Excel. For instance, consider the following excerpt from a data file. You need to import or enter the data you plan to use, and how you do this depends on how the data. From the Mailings tab, select Start Mail Merge From the Start. Each field in each data record of the file must correspond to one of the header fields. How to do a mail merge in Word and Excel 1. Link the Excel Data Source File Open Word with a blank document or your Word letterhead. The names in this header record correspond to the field names used in your master document. Word Mail Merge Click Select Recipients and Use Existing List Browse your files to find your Excel spreadsheet and click Open. The header record indicates the field names to be assigned to the fields in each record. If you are creating a simple, one-time mail merge document, chances are good that you will be using data that you put in a Word document.īasically, the Word data file must have a header record and as many data records as you desire.
This data can be in a database program, in the Excel spreadsheet program, or directly in Word. If you plan on printing documents that merge information from a data file, such as form letters, you will need to create the data file in such a way that Word knows how to process it.
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