How to do mail merge in word and excel for mac

#How to do mail merge in word and excel for mac how to
#How to do mail merge in word and excel for mac free

Next, I am going to add a Greeting Line.В Ensure your cursor is positioned just above the body of the letter.

Preview how each contact looks by using the scroll arrows in the Preview ResultsВ group. The first contactВ will display at the top of the letter. If your contact list contains company names, ensure this option is ticked. You can see what each option looks like in the preview pane on the right.В Use the arrows to scroll through your contacts.

Click Address Blo ck on the MailingsВ tabД¬hoose how you want the recipientвЂ™s name to be formatted.

In this example, I am going to add an address block to the top of the letter, a greeting line and an individual merge field in the body of the letter.В Ensure that your mouse is clicked at the top of the letter. ItвЂ™s now time to insert the merge fields into the letter.В Merge fields are essentially the column headings from your source data file in this case, the Excel spreadsheet.В They are used to personalize each letter to the individual. Sort contacts alphabetically, filter out contacts, find duplicate entries or specific recipients. The refine recipients listВ area contains options to help you sort and organize your contact list. If you do not want to include them all in the mail merge,В remove the tick next to their name. IfВ your column headings are in row 1 of the worksheet, ensure you have the вЂ First row of data contains column headersвЂ™ checkbox ticked.ДЄt this point, you canВ review your recipientвЂ™s list and make changes. Ensure that you select the worksheet your contacts are stored in. The Select Table window will open and show all the worksheets contained in the Excel spreadsheet.

Browse to the location where you contact list is storedВ and click Open.

Word needs to know which recipients list you want to use and where it is stored.В You can choose to type your list of recipients manually, use an existing list, or select from Outlook contacts.В In this example, I have my contacts stored on Sheet 1 of the вЂ Contact List.xlsxвЂ™В spreadsheet.

Type the letter you want to send to multiple recipients.

Open a blank Word document orВ a letter template.

The main document is the document you are merging into, in this case, a letter.

#How to do mail merge in word and excel for mac free

Ensure the data is free from duplicates, blank rows, spelling errors, and addresses, postcodes, etc.

The Excel spreadsheet should be stored on your local machine.

Try and keep the data to be used in the merge on the first worksheet in the Excel workbook.

For example, if you want to be able to address a recipient by their first name in the document, youвЂ™ll need to have separate columns for first and last name. TheВ columns must correspond to the merge fields to be used.

Data should be separated into different columns andВ have column headings.

Set-up the Excel data fileД«efore starting the mail merge, ensure that the Excel data file is set-up correctly. In this example, I am going to go through the process of creating letters in bulk using WordвЂ™s Mail Merge facility.В These contactsВ are stored in an Excel spreadsheet. It allows you to create letters, envelopes, and labels in bulk and customize each one for individual recipients.В Use a list of contact names and addressesВ stored in an Excel spreadsheet, or type them in manually during the merge process. Mail Merge is a utility in Word thatвЂ™s been around for a long time. Mail MergeВ ExplainedДo you need to generate lots of letters, envelopes, labels, or even emails?В Let the Mail Merge feature in Word do the hard work for you. Perform a Mail Merge in Word to generate letters and labels in bulk using contacts stored in an Excel spreadsheet. This Mail Merge in Word tutorial is s uitable for users ofВ Word 2010, 2013, 2016, 2019, andВ WordВ forВ MicrosoftВ 365.

#How to do mail merge in word and excel for mac how to

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