Sort contacts alphabetically, filter out contacts, find duplicate entries or specific recipients. The refine recipients list area contains options to help you sort and organize your contact list. If you do not want to include them all in the mail merge, remove the tick next to their name. If your column headings are in row 1 of the worksheet, ensure you have the ‘ First row of data contains column headers’ checkbox ticked.Īt this point, you can review your recipient’s list and make changes. Ensure that you select the worksheet your contacts are stored in. The Select Table window will open and show all the worksheets contained in the Excel spreadsheet.
Ensure the data is free from duplicates, blank rows, spelling errors, and addresses, postcodes, etc.The Excel spreadsheet should be stored on your local machine.Try and keep the data to be used in the merge on the first worksheet in the Excel workbook.
For example, if you want to be able to address a recipient by their first name in the document, you’ll need to have separate columns for first and last name. The columns must correspond to the merge fields to be used. Data should be separated into different columns and have column headings.Set-up the Excel data fileīefore starting the mail merge, ensure that the Excel data file is set-up correctly. In this example, I am going to go through the process of creating letters in bulk using Word’s Mail Merge facility. These contacts are stored in an Excel spreadsheet. It allows you to create letters, envelopes, and labels in bulk and customize each one for individual recipients. Use a list of contact names and addresses stored in an Excel spreadsheet, or type them in manually during the merge process. Mail Merge is a utility in Word that’s been around for a long time. Mail Merge Explainedĭo you need to generate lots of letters, envelopes, labels, or even emails? Let the Mail Merge feature in Word do the hard work for you. Perform a Mail Merge in Word to generate letters and labels in bulk using contacts stored in an Excel spreadsheet. This Mail Merge in Word tutorial is s uitable for users of Word 2010, 2013, 2016, 2019, and Word for Microsoft 365.
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