How to Merge an Excel Document Into a Form Letter in Word

Microsoft Word supports mail merge from Microsoft Excel.

Microsoft Excel allows a person to enter data and track data. Microsoft Word is a word processor, so it is easier to type a letter into Microsoft Word. Microsoft Word allows you to type one form letter and then merge data from Microsoft Excel. For example, if you want to send four letters to different people, you need to type the data, such as the name and address in Microsoft Excel, then type the letter one time in Microsoft Word. This will save time if you have to produce a lot of form letters very quickly.

Things You'll Need

• Microsoft Office Suite software

Instructions

1. Open Microsoft Word.

2. Click "Tools" then "Mail Merge."

3. Click "Create" then select "Form Letter." Click "Active Window."

4. Click "Get Data." Then, select "Open Data Source." Select your Microsoft Excel document. Click "Open."

5. Select "Entire Worksheet" followed by "OK." Then click "Edit Main Document."

6. Type your letter leaving blank spots for your merged information.

7. Click "Insert Merge Field" on an open spot in the letter where you want to put data. Select the data you want to merge in that field.

8. Click "Merge to New Document."

References

• Internet 4 Classrooms: Using Word and Excel to Produce a Form Letter Tutorial