Your Excel file must be saved on your local machine to incorporate the data from it.All the data you want to insert in a mail merge should be present in the first sheet of your Excel spreadsheet.Column names of your Excel spreadsheet must be the same as field names you want to insert in the mail merge.You should know the following things while preparing mail merge: Create an Excel spreadsheet and prepare data.Mail merge requires the following important steps: We will make it easy for you by explaining it step by step. Mail merge seems complex, but it not that tough.You can use the mail merge feature of Word to create any type of documents, such as - Invoices, Inventories, letters, labels, catalogues, envelopes, etc.
Data for mail merge is stored inside the Excel spreadsheet, such as - names, addresses, etc.It reduces the effort of users to retype the data and create each document separately.It will save time and reduce the hectic of users by creating multiple documents in one go.But when it needs to create multiple documents of the same type, we will suggest you to use an Excel spreadsheet. Mail merge with ExcelĪlthough you can perform mail merging only with MS Word. Thus, the mail merge will help you to create an email or letter by paring Word and Excel spreadsheet and make the task done. If you create it manually for each person individually, it will take a lot of time and effort to create separate emails. However, the invitation message will be the same, but you want each email to include a salutation with their names and a greeting line. You want to send the birthday invitation to your friends and relatives. These merge fields fetch the value of the respective fields from the Excel spreadsheet linked with your current word file. Placeholders are also called merge fields. Thus, the column names in that Excel spreadsheet must be the same as the field names. These placeholders are placed in Word files, whose respective values are picked from the defined Excel spreadsheet. Mail merge has fields, which are known as placeholders. This Excel spreadsheet contains such information, names, email address, address, etc. Mail merge works with Excel spreadsheet to create multiple personalized documents. It saves the effort to create a personalized document for multiple recipients at once. It allows the users to create the personalized documents that will automatically vary recipient-by-recipient. Mail merge is the quickest way to customize the document, like email and newsletters. In this chapter, we will discuss how mail merge works by pairing both Excel and Word applications to create multiple documents. This way, it saves the time of users to retype and recreate the multiple documents with minimal difference. These names are stored in an Excel sheet. Mail merge is an interesting feature that allows to incorporates the data from both Excel and Word and creates multiple documents at once, such as - letter.įor example, you can write a letter and create a mail merge to print it with 10 different salutations like Dear Krish, Dear Joe, Dear Mack, etc. However, MS Excel also helps MS Word to perform mail merge. It is a feature of MS Word, which is available inside the Mailing tab in Microsoft Word. Mail merge is not an MS Excel feature, actually.