How to Create a Mail Merge From Excel to Word

By harno malik -

To create a mail merge or mailing list from Excel to Word, first create a database in Excel.

Create a list of names to be entered into Microsoft Word. Don't forget to add column headings to the table. You can create other data if needed, such as addresses or other fields. Once everything is created, save it and close Excel.

Next, open Microsoft Word and create a format that will later be inserted into the Excel data. It's even better if you've prepared a format or template beforehand. Next, we'll move on to connecting Excel and Word using Mailings.

Go to the "Mailings" menu, then select "Select Recipients," and then "Use Existing List." A new "Select Data Source" window will appear. There, locate the Excel data you created earlier. Select the Excel file and then click "Open."

After that, a new window will appear. Select or specify which sheet in the Excel document you want to place the data you created. Select, for example, "Sheet 1," then click "OK." Now, we'll move on to inserting the data into the format or template we created earlier.

To do this, open "Insert Merge Field" in the "Mailings" menu. There, the column headings for the data you created in Excel will appear. Place the column headings according to their location in Word.

To do this, place the cursor where you want to insert the Excel data, then click the column heading in "Insert Merge Field." Select the column heading according to its location. Then, to view the data, click "Preview Results." To move the data, click the left or right arrows.

So, how easy was it, guys? That's how to create a mail merge or mailing list from Excel to Word. If you are still confused about the explanation above, I suggest you also watch the video tutorial that I have prepared below. 


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