How To Mail Merge From Excel



You can use Word's mail merge to insert content from a spreadsheet, table or database into your document. When you insert a percentage into Word from Excel during a mail merge, the number's format changes. The percent symbol is removed and extra zeros are inserted. Thankfully, you can retain your value's percentage during a mail merge, so your document appears the way you want. You can access the mail merge field codes and add switches to them during the mail merge setup.

Mail merge using an Excel spreadsheet. Column names in your spreadsheet match the field names you want to insert in your mail merge. For example, to address readers by their first name in. All data to be merged is present in the first sheet of your spreadsheet. Data entries with percentages. So now that you have the basics of mail merge, let’s try some different options, including printing letters. You can find everything you need on the Mailings tab. Mail merge using an Excel spreadsheet. Insert mail merge fields. Create and print mailing labels for an address list in Excel. Use Word mail merge for email.

Step 1

Work

Open a new document in Word and select 'Tools,' 'Letters and Mailings' and 'Mail Merge' from the toolbar. A Mail Merge task pane will open on the right.

Step 2

Pick the type of document you want to create and select 'Next' from the bottom of the task pane.

Step 3

Choose to 'Use the current document' as a starting document and select 'Next.'

Step 4

Choose to 'Use an existing list' as your selected recipients, then click on 'Browse' and find the Excel file you want to use.

Step 5

Choose the correct worksheet from the 'Select Table' dialog box and click 'OK.' The contents of the worksheet will be displayed in the 'Mail Merge Recipients' dialog box. Click 'OK' to accept them and select 'Next' from the task pane.

Step 6

Click on 'More items..' and insert the fields you want to add, then click 'Close.'

Step 7

Go to your Word document and arrange the fields on your page so they are positioned the way you want.

How To Mail Merge From Excel To Word To Create Labels

Step 8

Davicom network & wireless cards driver. Find the field that includes the percentages from Excel. Press 'Alt + F9' on your keyboard to reveal the merge field codes. Hamrick software usb devices driver download for windows. Alternatively, you can select 'Tools' and 'Options' from the toolbar, choose the 'View' tab, add a check mark to 'Field Codes,' and click 'OK.'

Step 9

Place your cursor at the end of the field name, just before the ending brace where the percentages will be displayed. Add '# .00%' there. Your code should resemble:

{ MERGEFIELD 'Percentage' # .00% }

Step 10

Press 'Alt + F9' again to hide the merge field codes. Return to the 'Mail Merge' task pane and select 'Next' to preview your merged data.

Step 11

How To Mail Merge From Excel To Labels

Use the left and right arrows (in the top of the task pane) to view the data. Your percentages from Excel will be retained.

Select 'Next: Complete the merge' and then 'Print' or 'Edit individual letters..' to complete the merge.

References

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How To Perform A Mail Merge In Word Using An Excel Spreadsheet

As a commercial real estate professional you spend a lot of time with clients. Whether you are negotiating a deal, touring a property, or doing a presentation, your time is a valuable commodity. In addition, trying to keep your pipeline full and finding new clients is a never-ending endeavor. Finding new clients can be grueling, but once you get a new prospective client, keeping your commercial real estate software updated and consistently communicating with your new prospective clients are key.

Performing a Mail Merge is a great way automatically generate letters, postcards, emails, flyers and countless other marketing materials to keep in touch with your current and prospective clients.

Mail merge is used to create multiple documents at once, so it’s a time-saving feature. These documents have identical layout, formatting, text, and graphics. There are three documents involved in the mail merge process:

  • Your main document
  • Your data source
  • Your merged document

NOTE: The examples shown below contain sample screen shots from Microsoft Word 2016. If you have a different version of Word, there may be some slight differences however, the same basic program flow should apply.

Step 1: How to export contacts from ClientLook to Excel

The first thing you will need to do is export your data from ClientLook that you would like to use in your mail merge. It is extremely easy and the same process regardless of what list you are exporting.

First, determine which records you want to export. You can export your entire list or perform some sort of search to limit the records on the list (the export always includes the records that appear in the list below).

Once you determine the record set you want to export just click the ‘Export’ pulldown and choose ‘Excel-CSV’.

After a few seconds the file will be created. Each web browser has a different way of making the file available to you. In my case, I am using Google Chrome so I see the file appear in the bottom left corner which I click and get a message from Excel asking me to confirm that I want to open the file. Click ‘YES’ and your export will open.

NOTE: The most important step in the mail merge process is to set up and prepare your data. You’ll use your Excel spreadsheet as the data source for your recipient list.

How To Mail Merge From Excel To Word

Here are some tips to prepare your data for a mail merge:

  • Make sure the column names on your spreadsheet match the field names you want to insert in your mail merge
  • All data to be merged is present in the first sheet of your spreadsheet
  • All data entries with percentages, currencies, and zip codes are correctly formatted in the spreadsheet so that Word can properly read their values
  • The Excel spreadsheet to be used in the mail merge is stored on your local computer
  • Changes or additions to your spreadsheet are completed before it’s connected to your mail merge document in Word

Once you are done preparing your data, press ‘File Save As’ and save the data to your computer as a ‘CSV UTF-8 (Coma delimited)(*.csv)’.

Related posts

  • How To Export Contacts From Outlook To Excel




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