How to Mail Merge from Names and Addresses in Excel to Word

01.

Open Word, go to the MAILINGS tab at the top, and click Start Mail Merge.

 

 

 

02.

In this example, I am using AVERY 5160 Labels. Look at the container that the labels came in for your number and find it using step 3.

 

 

 

 

 

 

 

 

03.

 

 

 

 

 

 

 

 

04.

Now, we need to tell Word where this information is coming from. In this example, I already have an Excel document with all the information.

 

 

 

05.

 

 

 

 

 

06.

Find where your Excel file is and Open it.

 

 

 

 

 

 

 

 

07.

If your Excel sheet has headers (First Name, Last Name, Address, etc.), make sure the bottom box is checked.

 

 

 

 

 

 

08.

It then creates a sheet in which the first box is blank and the rest say <<Next Record>>. Make sure that you are in the box that has nothing in it. Click Insert Merge Field, then select the first field that you want to appear. Edit the first box exactly how you want it to print out.

 

 

 

 

 

 

 

 

 

 

 

09.

In my example, I had first name, last name, what party they belonged to, and a unique ID for that person. I had to add a space in between first and last name and I wanted a space then a dash then another space in between the party and id.

 

After it looks the way you want it, click Update Labels. This will apply this style for every record it finds in Excel.

 

 

 

 

 

 

 

 

 

 

 

10.

BUT WAIT… WHERE ARE MY NAMES???!?!!!??!?!

Don’t panic, this is still set up telling Word how you want it to act. In step 11, we actually get to preview from our real Excel data.

 

 

 

 

 

 

 

 

 

 

 

 

11.

After you click Preview Results, it will populate the Word document with all the data from the Excel spreadsheet. I did not share that screen as it had personal information. Once you are done previewing your labels, to get out of the preview, click Preview Results again.

 

 

 

 

 

 

 

 

 

 

 

 

12.

Once you are confident everything looks right, click Finish & Merge.

 

 

 

 

 

 

 

 

 

 

 

 

13.

If you want to print them right now, click Print Documents… option. If you want to save them for later, click Edit Individual Documents… It will then open another Word Document that you can save separately for later use.

 

 

 

 

 

 

 

 

Now, bookmark this page for the next time you’ll need to use mail merge because if you are like me, you learned it once, printed your labels, and then immediately forgot how to do it ever again.

Hope this helped you!

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