For more information about sorting and filtering items, see Sort and filter the data for a mail merge.
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To make them easier to find, you can sort and filter the information.
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Here, you can select just the rows you want to include. To include only some of the people or items from your spreadsheet, click Mailings > Edit Recipient List. Now the Excel spreadsheet’s connected to the mail merge document you’re creating in Word. If Word prompts you, select Sheet1$ and click OK. MS_Office Video: Take mail merge to the next levelWhen the data’s ready, start the mail mergeĬlick Mailings > Start Mail Merge, and then click the kind of merge you want to run.Ĭlick Select Recipients > Use Existing List.īrowse to your Excel spreadsheet, and then click Open. For more information, see Format mail merge numbers, dates, and other values. Tip If you’re setting up your Excel spreadsheet by importing information from a. Make any changes or additions in your spreadsheet before you connect it to your mail merge document in Word. If your spreadsheet includes dates, times, currency values, or postal codes that begin or end in 0, see Format mail merge numbers, dates, and other values. If you want to add more names or other information, it’s best to make those changes now-before you start the merge. If you want to sort by city, be sure you have a separate City column.Īll the data you want to merge is in the spreadsheet.
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The columns in your spreadsheet match the fields you want to use in your merge.įor example, to address readers by their first name, make sure you have separate columns for first and last names. The merge runs more smoothly if all the information you want to include is ready-so, the first step is to make sure: When you run a mail merge, Word pulls names, addresses, and other information directly from your Excel spreadsheet into the email messages, labels, envelopes, or documents you’re creating.