For more info, see Data sources you can use for a mail merge.įor more info, see Mail merge: Edit recipients.įor more info on sorting and filtering, see Sort the data for a mail merge or Filter the data for a mail merge. ![]() Click on Paste Special from the Ribbon as shown below, or type Ctrl+Alt+V. Connect and edit the mailing listĬonnect to your data source. Go to your Word document, and left click where you want to paste the Excel range. ![]() The same process works the same way for Word 2021, 2019 and. The Excel spreadsheet to be used in the mail merge is stored on your local machine.Ĭhanges or additions to your spreadsheet are completed before it's connected to your mail merge document in Word.įor more information, see Prepare your Excel data source for mail merge in Word. This video shows how to create a report Microsoft Word using live data from an Excel spreadsheet. For example, to address readers by their first name in your document, you'll need separate columns for first and last names.Īll data to be merged is present in the first sheet of your spreadsheet.ĭata entries with percentages, currencies, and postal codes are correctly formatted in the spreadsheet so that Word can properly read their values. Make sure:Ĭolumn names in your spreadsheet match the field names you want to insert in your mail merge. Requirements: A Microsoft 365 subscription, either a family or a personal plan. ![]() Here are some tips to prepare your Excel spreadsheet for a mail merge.
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