Excel

How to Mail Merge from Excel

How to Mail Merge from Excel

Mail merge is a process of creating a single document that contains information from multiple data sources. The most common use of mail merge is to create customized letters or email messages by merging a list of recipient addresses with a template document.

To mail merge from Excel, you first need to create a list of recipient addresses in a Excel spreadsheet. Next, you need to create a document template that will be used as the basis for the letters or email messages. The template can be a blank document or a document that already contains the desired formatting and content.

Once you have created the spreadsheet and template documents, you can begin the mail merge process. In Excel, select the data that you want to include in the mail merge and then click the Mailing Label button in the Mailings tab of the ribbon. Excel will then launch the Mail Merge Wizard.

In the Mail Merge Wizard, select the option to create a new document. Then, select the type of document that you want to create. For a letter, select the Letter option and then click the Next button.

In the next step of the wizard, select the Excel spreadsheet that contains the recipient addresses. Excel will then automatically match the addresses in the spreadsheet with the recipients in the template document.

You can then add content to the letters, such as a personalized greeting or the recipients' names. When you are finished, click the Next button and Excel will create the letters.

Move beyond 

Excel

Get started with Causal today.
Build models effortlessly, connect them directly to your data, and share them with interactive dashboards and beautiful visuals.