how to create a mail merge from excel to word 2013

#How to create a mail merge from excel to word 2013 how to

For Envelopes, choose Envelopes in the Create group. Mail Merge is a very helpful feature in Microsoft Word that allows us to create multiple Documents, such as Letters and Envelopes at once, just by using a Main Document and a Distribution List that we have created. In Word, choose File > New > Blank document. Changes or additions to your spreadsheet are completed before it's connected to your mail merge document in Word. Once you’ve confirmed everything is set properly, click “OK. The Excel spreadsheet to be used in the mail merge is stored on your local machine. For example, “First Name” should match with “First Name,” and so on. In the “Required for Address Block” group, make sure each setting matches the column in your workbook. In the “Insert Address Block” window that appears, click the “Match Fields” button. Select the first label, switch to the “Mailings” tab, and then click “Address Block.” Now it’s time to add your mail merge fields in Word’s labels. Step Four: Add Mail Merge Fields to the Labels Your labels are now connected with your worksheet. Make sure to enable the “First row of data contains column headers” option if it’s not already and then click “OK.” If you have multiple sheets in your workbook, they’ll appear here. Use it to locate and select your mailing list file. Once you’re finished, your list should look something like this:Ī drop-down menu will appear. Once you’ve finished creating the headers, go ahead and input the data.

#How to create a mail merge from excel to word 2013 how to

RELATED: How to Create and Print Labels in Word You can even insert images in the mailing labels if you want, but that step would come later in Word. Browse to your Excel spreadsheet created in steps 1 and 2, and then click Open. This is the standard information you’ll find on mailing labels. Click Select Recipients > Use an Existing List 12. Our list will include the following headers: To properly illustrate the steps, we’ll go with a personal mailing list in this example. Formatting the date in word 2013 does not work using dd mmm YYYY you just get an error to state the field doesnt exist. Also, if your list is for companies and not individual people, you can omit the “First Name” and “Last Name” header and just go with “Company Name” instead. Titles are always nice, but it’s important that you know which title a person goes by before creating the labels. Which headers you include depends on which information you plan to use in the mailing labels. Place those headers in the first row of each column. The first thing you need to do is create a column header respective to the data that goes in each column. If you haven’t created the list yet, despite Excel’s lack of the mailing label function, we still highly recommend you use Excel since it’s better for organizing and maintaining data than using a Word table.

If you have already created a mailing list in Excel, then you can safely skip this test.