Mail Merge Excel. Prepare your excel data source for a word mail merge step 1. Go to mailings insert merge field and then choose the fields to add.
A data file usually a google sheets file or a microsoft excel file that contains your contacts information. Open word and go to tools letters and mailings mail merge. If the task pane is not open on the right side of the screen go to view task pane and click on it.
Mail merge lets you create a batch of documents that are personalized for each recipient.
For example to address. On the mailings tab in the start mail merge group choose start mail merge and then choose the kind of merge you want to run. What to know first organize the data into one excel sheet. Mail merge with dates and numbers using dynamic data exchange when selecting the recipients click mailings select recipients use an existing list as usual.
