The Excel spreadsheet to be used in the mail merge is stored on your local machine. Changes or additions to your spreadsheet are completed before it's connected to your mail merge document in Word. For more information, see Prepare your Excel data source for mail merge in Word. Connect and edit the mailing list. Connect to your data source. Mail Merge - A free, 10 minute, video-based training. Insert mail merge fields. Create and print labels using mail merge. Use mail merge to personalize letters for bulk mailings. Use mail merge to send bulk email messages. Do you have a question about Word mail merge that we didn't answer here? Post a question in the Word community forum. To preserve numeric data you've formatted as a percentage or as currency during a mail merge, follow the instructions in the 'Step 2: Use Dynamic Data Exchange (DDE) for a mail merge' section. In your Excel data source that you'll use for a mailing list in a Word mail merge, make sure you format columns of numeric data correctly.
After you choose the main document type in Microsoft Office, you next choose the data list. A data list must be in a structured format, such as a Word document containing a table, an Excel workbook, or a database such as the Contacts list in Outlook.
If you plan on using an existing Word or Excel file, it’s important to set it up beforehand. You might need to open that file separately to prepare it.
If it’s a Word table, keep these points in mind:
Microsoft Office Mail Merge 2016
Make sure that there is nothing above the table in the document file.
The first row of the table must contain the field names (column labels).
All the rest of the rows must contain the data records.
A Word table suitable for use as a mail merge data list.
If it’s an Excel worksheet, keep these points in mind:
Row 1 must contain the field names (column labels).
All contiguous rows below row 1contain the data records.
An Excel worksheet suitable for use as a mail merge data list.
Word 2016 Merge Field
When your data source file is ready, follow these steps to connect it to your main document in Word:
With the main document open, on the Mailings tab, click Select Recipients.
Click Use an Existing List.
Navigate to the location containing your data file and select it.
Click Open.
Microsoft Office 2016 Mac Mail Merger
Congratulations, your data file is now attached. You won’t notice anything different yet, though, because you must insert merge fields.