Excel

How to Do a Mail Merge from Excel

How to Do a Mail Merge from Excel

A mail merge from Excel is a process that allows you to create a single document that contains information from a number of different sources. This can be useful for creating letters, mailing labels, or other documents that need to include data from multiple sources. The process of creating a mail merge from Excel is relatively simple, and can be completed in a few easy steps.

To create a mail merge from Excel, you will first need to create a document that will serve as your main template. This document will contain the basic formatting and layout of your finished product, as well as any text or data that you want to appear in each individual copy. Once you have created your main template document, you will need to create a separate worksheet for each of the data sources that you want to include. For each worksheet, you will need to list the information that you want to appear in the final document.

Once you have created your worksheets, you will need to open your main template document and select the Mailings tab. In the Mailings tab, you will find the Start Mail Merge button. Clicking this button will open the Mail Merge Wizard. In the Mail Merge Wizard, you will need to select the type of document that you are creating. For a mail merge from Excel, you will need to select the Letters option.

Next, you will need to select the document that will be used as your source of data. For a mail merge from Excel, you will need to select the Excel Workbook option. This will allow you to select the worksheet that contains the data that you want to include in your document.

Once you have selected your source data, you will need to select the recipients of your document. This can be done by either selecting individual recipients, or by importing a list of recipients from a text file or other source.

Once you have selected your recipients, you will need to select the type of merge that you want to use. For a mail merge from Excel, you will need to select the Merge to New Document option. This will create a new document that contains information from all of the data sources that you selected.

Finally, you will need to specify the format of the document and the location where it will be saved. Once you have made these selections, you can click the Finish button to create your mail merge.

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