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In the Insert Merge Field dialog box, under Fields, choose a field name (column name in your spreadsheet), and then choose Insert. On the Mailings tab, in the Write & Insert Fields group, choose Insert Merge Field. 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. 5 P a g e To insert data from your spreadsheet in an email message or a letter 1.

Connect and edit the mailing listĬonnect to your data source. As we see in the below screenshot, the cells A2, A3 and A4 have been successfully merged.

Step 2: Next, we shall go to the Home ribbon and click on Merge & Center. Step 1: We shall proceed with selecting the cells A2 to A4. 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. Our objective here is to merge all the cells for a Year for all entries for a particular year. 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. Make sure:Ĭolumn names in your spreadsheet match the field names you want to insert in your mail merge. Here are some tips to prepare your Excel spreadsheet for a mail merge. Open the first workbook, and then select the sheet that contains the information that you want to use in the mail merge.