Now, go to your document and write your letter. The Mail Merge Manager should look something like this: You'll now have the data from the spreadsheet available to your word document. You will then be prompted to pick which sheet and which cells, just take the default. You may get a warning like below, just click OK. For me, it will be names_and_numbers.xlsx. Under #2, click 'Get List' and select 'Open Data Source' and then pick your excel file. Under #1, select Form Letters from the Create New dropdown choice. We just need to work through the steps on it. Next, start word and open the Mail Merge Manager.Ī small window (called the Mail Merge Manager) will pop up. I've named this file names_and_numbers.xlsx.

In the Home tab, within the Ribbon, click the dropdown arrow besides General.First, you should have an excel spreadsheet with the names and whatever other data you want to use.

To make any changes, select the cell or a range of cells that contains the numerics.

Numeric data for any contact, like ZIP codes, discount percentages, mileages, currencies, etc., should be in the appropriate number format.

For example, in the current tutorial, every available contact detail of the customer James Butt is accessible between cells A2 and J2. You need to ensure that the spreadsheet file contains contact data as one record per row pattern.You should edit the column headers to match the placeholder names that you’ll be using in the email or letter template document.Word will use these column headers as Merge Fields when you use Microsoft Word mail merge. The first row should only have column headers starting from cell A1.To avoid any inconsistencies in your bulk emails or letters, you need to tweak your Excel file as mentioned below: If you don’t have an Excel file with contact details, you may use this sample Excel file for trial purposes. For mail merge, you’ll use Excel to create a database that Word will use later on. Microsoft Excel workbook database is most preferred when you need to use mail merge in Word.

How to do a mail merge in word on mac