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Prepare your Excel data source for a Word mail merge. You've built a list of contacts and other data that you want to use for a Word mail merge. If your data source is an existing Excel spreadsheet, then you just need to prepare the data for a mail merge.
Mail merge lets you create a batch of personalized letters where each letter is identical in layout, formatting, text, and graphics, except for personalized parts like the salutation.
Mail merge lets you create a batch of documents that are personalized for each recipient. For example, a form letter might be personalized to address each recipient by name. A data source, like a list, spreadsheet, or database, is associated with the document.
Use Address Block, Greeting Line, and other merge fields to create a mail merge file from your mailing list.
Create and print or save an envelope. On the Mailings tab, in the Create group, click Envelopes.
How to use an Excel spreadsheet with mail merge in Word to create mailing lists for labels, envelopes, and documents.
Create a mailing list in Word. A mailing list can be created within Word for sending bulk mail during mail merge process. On the File tab, select New and choose New Document.
Go to Mailings > Select Recipients > Use an Existing List, then choose New Source to open the Data Connection Wizard. Choose the type of data source you want to use for the mail merge, and then select Next. Follow the prompts in the Data Connection Wizard to complete the data connection to the merge document.
If you don’t have a mailing list, you can create one during mail merge. Collect all of your address lists, and add them to your data source. If you're using an Excel spreadsheet, format the ZIP Codes or postal codes column as text to preserve any zeros.
Create and send personalized email messages to everyone on your address list with mail merge.
In the Search for online templates box, enter a search word like letter, resume, or invoice. Or, select a category under the search box like Business, Personal, or Education. Click a template to see a preview. Click the arrows on the side of the preview to see more templates. Select Create. For more templates, see Microsoft Word templates.