Perform a Microsoft Word Mail Merge from Excel – Knowligent
Perform a Microsoft Word Mail Merge from Excel

Perform a Microsoft Word Mail Merge from Excel

HomeHow to, TechPerform a Microsoft Word Mail Merge from Excel

This article explains how to use the mail merge feature in Microsoft Word and Excel to combine text from a Word document with a data source document, such as a spreadsheet. The instructions in this article apply to Word for Microsoft 365, Word 2019, Word 2016, Word 2013, and Word 2010.

Merge Excel to Microsoft Word

Word's mail merge feature works seamlessly with data from Excel. While you can create a data source in Word, your options for using that data are limited. If you have mailing list data in a spreadsheet, you don't have to retype the information into the Word data source.

You can use any Excel worksheet in a Word mail merge function without any special preparation. However, to avoid errors in the mail merge process, it is a good idea to organize the data in the spreadsheet.

Organize your Excel mailing list data into rows and columns. Think of each row as a single record and each column as a field that you will insert into your document.