How to use Excel as a Database for a mail merge in Microsoft Word

 

 

How to use Excel as a Database for a mail merge in Microsoft Word

 

 

Make an Excel spreadsheet with the top row Used for the Headings.

 

Below each heading type in the appropriate data.

 

Make sure to Save as an Excel Document and name it something you will remember and put it in a folder that you can navigate to later.

 

Open word

 

Click Tools

 

Click Mail merge (if not immediately visible click the drop down arrows)

 

Click Main Doc

Click Create

Click Active Window

Click Get Data

Click Open Data Source

Open folder that contains your spreadsheet

Change the file type that you are looking for to Excel (Scroll)

Click your file and Open

Click entire spreadsheet OK

Click edit main Document

Start typing your document

Insert Merge fields, as you want

In the toolbar click Merge to new document.