Mail Merge Using Excel Spreadsheet. In Word choose File New Blank document. The most important step in the mail merge process is to set up and prepare.
Be sure that any changes youre going to make to the spreadsheet are completed before you begin the mail merge. To help Microsoft Word locate your address list during mail merge you can give it a name in your Excel sheet in this way. In this case select Excel File and then select the Excel file you want to use.
After youve set up and prepared your data source you can perform a mail merge by using Dynamic Data Exchange DDE with the Step-by-Step Mail Merge Wizard or by using a manual mail merge method.
You can use any Excel worksheet in a Word mail merge function without any special preparation. Start the mail merge. For more info see Format mail merge numbers dates and other values in Excel. Click on Create a new merge You can start your email merge process with a Blank email or using an Email template pre-set email from the list.
