When you have added all the required information, save your spreadsheet and open Microsoft Word.
#Create a mail merge in word mac zip#
Check formatting is correct (e.g., format zip codes as text, not numbers).Make sure all relevant data is included in the first sheet of your workbook.Create a column for each piece of custom information you want to include in your letter (e.g., first name, surname, address, postcode, phone number).The key is to set up your spreadsheet so that Microsoft Word can “read” it. For now, though, we’ll focus on using Excel. In each case, this is where MS Word finds the information to add to a document (e.g., a list of names and addresses). Microsoft Word can use an Excel spreadsheet, an Outlook contacts list or an Access database as a source for a mail merge.
#Create a mail merge in word mac how to#
In particular, we will look at how to do this when using an Excel spreadsheet as a data source. In this post, we’ll look at the basics of using mail merge. If, for example, you are sending the same letter to everyone on a mailing list, you can use mail merge to add their names and addresses at the touch of a button rather than typing each one out separately. This makes it a great time-and-effort-saving tool. The mail merge function in Microsoft Word lets you insert information into a template document. Once you’ve confirmed everything is set properly, click “OK.How to Use Mail Merge: Excel to Microsoft Word
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. 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. This is the standard information you’ll find on mailing labels. Our list will include the following headers:
To properly illustrate the steps, we’ll go with a personal mailing list in this example. 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.
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