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1. HOW DO YOU MAIL MERGE FROM EXCEL TO WORD HOW TO
2. HOW DO YOU MAIL MERGE FROM EXCEL TO WORD ZIP

In these two sample Excel files, File1, cell A1 contains the word “IDNumber,” cell B1 contains the word “Firstname,” cell C1 contains “Lastname,” and cell D1 contains “Position.” In File2, cell A1 contains the word “IDNumber,” cell B1 contains “Address,” and cell C1 contains “Salary.”Ī1: IDNumber B1: Firstname C1: Lastname D1: PositionĪ3: 2 B3: Harry C3: Anderson D3: Administration Each column of information needs a heading name (do not use spaces, quotation marks, apostrophes, or hyphens in the heading names). For the files to be combined inside Microsoft Query, the files must be in the correct format in Excel.

This allows you to create a mail merge that contains the ID numbers, first names, last names, addresses, positions, and salaries. If the ID numbers in both files are the same, you can link the two files by using the similar (or common) ID field. One file can contain a list of ID numbers, first names, last names, and positions, and another file can contain a list of ID numbers, addresses, and salaries. Merging two Excel files allows you to combine related information into a single file.įor more information about creating a mail merge data source in Microsoft Excel, click Microsoft Excel Help on the Help menu, type work with a mail merge data source in the Office Assistant or the Answer Wizard, and then click Search to view the topic. You may want to do this so that you can combine related information into a single file and use it in a Microsoft Word mail merge.

HOW DO YOU MAIL MERGE FROM EXCEL TO WORD HOW TO

The Mail Merge pane appears on the right, ready to walk you through the mail merge.This article describes how to use Microsoft Query to merge two Microsoft Excel 2000 files. To begin the mail merge process, you first need to choose what sort of document you want to create. For example, FirstName, LastName, and Address are header rows. The first row of the table is the header row and contains the field names for the data source. Word can automatically insert all the appropriate greeting text, title, and name fields at once, so you don’t have to insert the text and required merge fields yourself.ĭata source information is stored in a table. Word can automatically insert all the appropriate address fields at once, so you don’t have to insert the five or six merge fields yourself.Ī group of merge fields that make up the greeting line of a mail merge document, such as “Dear Mr.

HOW DO YOU MAIL MERGE FROM EXCEL TO WORD ZIP

For example, a single address is made up of a name, street address, city, state, and zip code. An example would be: Dear «FirstName».Ī group of merge fields that make up an address in a mail merge document.

Merge fields appear with chevrons (« ») around them. For example, a single record would include a person’s first and last names, address, phone number, and date of birth.Ī merge field is where you want to insert the information from a data source into a main document. For example, the field «LastName» would only contain people’s last names.Ī record is an entire set of data fields that relate to a single thing or person. Excel spreadsheets, Access databases, or Word document tables are good examples of data sources.Ī data category that stores a specific piece of information. For example, it has records containing the names and addresses of the people a mail merge letter is sent to. The starting document contains the field names for the variable information, like the names and addresses that will be inserted.Ī file that contains the information to be inserted into the main document during a mail merge. (Main Document) A document that contains the information that is the same for each merged document.