Lets import our sample data, which is located in an Excel spreadsheet, as an illustration. 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. To start the Import Wizard, click File > Import Data. If you get an error, try saving your file as a. Then, in step 3 Customize On the left click on Import Data and select Start Import/Merge Next, select Browse for File and locate your spreadsheet (Available file types. Connect and edit the mailing listĬonnect to your data source. First, be sure your data in the spreadsheet is arranged in columns. 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. If you don't do Step 6, the imported contacts won't appear in the Contacts list. Mass select all of them and click the Add to contacts icon. Under the Labels section, find the contacts you've imported. The data source file contains the information that varies in each iteration of the target document, such as the names and addresses of the recipients of a form letter.A data source file is made up of fields and records. 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. Click Select file and upload the CSV file containing your contacts. All you need for data merge is a data source file and a target document. Step 4: By selecting the Delimited, click on Next. Step 3: It will open up a Text Import Wizard. Select the targeted file, then click on Import. Step 2: Now, it will ask us to choose the file location on the computer or laptop. Make sure:Ĭolumn names in your spreadsheet match the field names you want to insert in your mail merge. Step 1: Go to the DATA tab and click on From Text. Select Single column or Multiple columns to identify the data in your table or. Here are some tips to prepare your Excel spreadsheet for a mail merge. Use the Geolocator and Country drop-down menus to specify these options.
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