Word 2017 Mail Merge Pro Journalist Who

Navigate to and select the Excel file you prepared for the mail merge, then select Open.

Word 2017 Mail Merge Pro Journalist Who

James Marshall is a pro journalist who covers technology and computer troubleshooting.

He is also skilled with Microsoft Word, Apple Pages, and other word processors.

Michael Heine is a CompTIA-certified writer, editor, and Network Engineer with 25 years experience working in the television, defense, ISP, telecommunications, and education industries.

The mail merge feature in Microsoft Word and Excel simplifies the process of sending the same documentbut with personalized changesto several recipients.

In a mail merge, one document (a letter, for example) is combined with a data source document, such as a spreadsheet.

The Word mail merge feature works seamlessly with data from Excel.

While you can create a data source in Word, options for using this data are limited.

If you have mailing list data in a spreadsheet, its not necessary to retype the information into Words 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, its a good idea to organize the data in the spreadsheet.

Once the merge has started, making any changes can cause errors with the mail merge.

Think of each row as a single record and each column as a field you are going to insert into your document.

Also, make sure the sheets are clearly named, as you have to select the one you intend to use without being able to view it.

Create a Header Row: Create a header row for the sheet you intend to use for the mail merge.

A header row is a row containing labels that identify the data in the cells beneath it.

To make it easy for Excel to differentiate between data and labels, use bold text, cell borders, and cell shading that are unique to the header row.

Also, make sure the headers you choose match the merge field names, which will also make it less likely errors will occur.

Format Numerical Data Correctly: Be sure that things like street numbers and zip codes are properly formatted for the way they should appear once the mail merge is complete.

Incorrect formatting of numbers can cause errors in the merge.

Heres how to associate your prepared Excel worksheet containing your mailing list with your Word document.

In Word open the document youll use as your mail merge template.

For this example, well walk through the steps to create a mail merge manually.

Then, go to the Mailings tab and select Select Recipients Use an Existing List.

Word For Mac 2017 Mail Merge