NOTE: For more information on editing the recipient information, refer to Working with the Recipients List. When finished, in the Preview Results group, click PREVIEW RESULTSĪ preview of your first recipient's letter appears. The fields available to you will be the column headers of your Excel worksheet.
In the Write & Insert Fields group, click INSERT MERGE FIELD » select the desired fieldīe sure to click the text of the INSERT MERGE FIELD button below the picture to access the drop-down list.
Position the insertion point where you want to insert the variable information within your document. In your document, type the message, leaving space for information to be added in the mail merge NOTE: To edit the recipient information, refer to Working with the Recipients List. NOTE: A recipient is selected if the checkbox beside their entry is selected. The Mail Merge Recipients dialog box appears. In the Start Mail Merge group, click EDIT RECIPIENT LIST. To select the recipients you want to include in your mail merge. (Optional) If the first row of your worksheet contains headings instead of information to be included in the merge, select First row of data contains column headers If your Excel workbook has multiple worksheets, select the worksheet containing your list of recipients Using the Look in pull-down list, find and select the desired Excel file The Select Data Source dialog box appears. In the Start Mail Merge group, click SELECT RECIPIENTS » select Use Existing List. In the Start Mail Merge group, click START MAIL MERGE » select the desired document type To create a mail merge using data from an Excel table:įrom the Ribbon, select the Mailings command tab WARNING: In order for the merge to work correctly, the field names of your Excel table must begin in the top left corner of your worksheet, at cell A1. 
The Excel table must already exist for this option to work.įor more information about Word's Mail Merge process, refer to Mail Merge: An Overview.įor more information about creating Excel tables, refer to Creating Tables. This document provides an overview of creating a mail merge using information from an existing Excel table. This ensures that you will not have to duplicate information you already have in your Excel table to perform a mail merge. Tables (databases) created in Excel can have many uses, which include allowing you to use it to merge information into Word for large mailings. This article is based on legacy software. (Legacy) Microsoft Word 2007: Mail Merge: Using an Excel Table for Mail Merge
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