You need to import or enter the data you plan to use, and how you do this depends on how the data currently exists. How to do a mail merge in Word and Excelġ. In addition, you'll create a mail merge template in Word - this is a document that includes the boilerplate text you want to be the same for every recipient as well as the placeholder for the data that Word will insert from the Excel data file. This is simply a table that includes the information you want to merge - usually names and addresses, though you can merge data about anything. First, you'll need the data file in Excel. To mail merge a document - like a letter, envelope, printing label, or email - all you need is Microsoft Word and Excel, plus all the names and addresses you want to merge. It's surprisingly easy to set up a mail merge, which lets you create seemingly personalized communication for a large number of recipients without creating each message by hand. Mail merge helps you quickly create auto-personalized letters, envelopes, labels, and more.You can import an Excel data table into Word to customize your template with names and addresses.You can do a mail merge in Microsoft Word and Excel to create personalized documents for many recipients at once.Once you’ve selected the groups you want to include, click OK. In this specific case you choose groups of Address Book recipients. Click Options and a Query Options window appears. In step four you determine which of your recipients are merged into the letter. Drag the appropriate data types to their proper place in your form letter. Here you’ll find common data types including first name, last name, address, phone number, and e-mail address. Return to the Mail Merge Manager window and click the third step. Now start constructing your form letter, leaving spaces where you want to merge your data. For our purposes, choose Apple Address Book. Your options include New Data Source, Open Data Source, Office Address Book (the one found in Outlook), Apple Address Book (Apple’s Address Book application), and FileMaker Pro. In the second step click on Get List and choose the source for the data that will be inserted into your form letter-names, addresses, and phone numbers, for example.

How to do a mail merge in word on mac