Steve B says: Show If you only need to produce separate files (PDF or Words) and do not need to email them out, then there are tools for this. One called MergeGuru and another called Edi TextEditor. Just a tip! Justus says: Hi Svetlana Thank you so much for your resources. You are extremely helpful. Would you perhaps know how to have the source file (excel) open when the mail merged document (word) is opened? I have seen this before but I am not quite sure how. Thank you once again. Best regards, Amanda says: Very helpful, thank you! Martha says: This is a great tutorial for an excel-word mail merge on a PC. Do you know of a similar tutorial for Mac? I recently started a new job and am using a Mac for the first time and the process is quite different. I'm sure I'm not doing it in the most efficient way, so any assistance would be very helpful. the jr says: thanx for teaching me about mailing merge Manoj V says: Hi, Ms. Svetlana Thanks for this wonderful tutorial, I could finish off the mail merging without any hitch. Simon says: Hi I am learning today for the first time. I want to do a mail merge using excel spreadsheet, merged with a Word text letter which will go out to 200 different people. How do I do this basically 3 columns with every row having a 1 different name, 2 different subject ( this goes in the subject row on outlook ) 3 different e mail address. I have been informed this can be done NOTE: A mail merge can just as easily be an email merge. Add a column to your excel spreadsheet that contains the email address to send each merged letter to. Under 'Finish and Merge', select 'Send Email Messages' and for the TO specify the column name that contains the email address and specify the SUBJECT to use. Please advise mst says: Hi Svetlana, Thanks for sharing this. I was wondering if you have an idea on how to deal with hyperlinks. what should happen: Word merge fields: {mergefield "pdfname.pdf#page={mergefield pagenumberinpdf }"} I need to apply this "pdfname.pdf#page=page number in pdf" to the hyperlink in word. I need to save the word in HTML for final output. Appreciate your input on this. Regard, V. KIRAN KUMAR says: Hi I wanted to get symbols like +/- ( i.e +2.00 or -3.00) I shall be thankful Yunus says: Sorry my previous reply was not posted correctly You can use the Directory type. {IF MERGESEQ = 1 '{SET SiteName { MERGEFIELD Site }}{ MERGEFIELD Site }' }
Yunus says: You can use the Directory type. {IF MERGESEQ = 1 '{SET SiteName { MERGEFIELD Site }}{ MERGEFIELD Site }' }
Shaik says: I have a requirement I have a data I Excel ware I want to prepair multiple quotation. From excel to word using mail merging. Issue is how can I filter item of sites and it should Come in 1 single page in a table. For example I have a site it need 10 items It should filter and all that 10 items listed should come in one page. 2 site having 5 items it should Come auto. It's is option available in mail merging. Please guide
Asemahle says: Good day Madam Thank you very much for your helpful information It gave me a clear understanding more about BCA[Business Computer Applications] on the Mail Merge side now I'm confident about this topic and I'll be writing tomorrow knowing I got 80-90% idea on what I will be applying to the knowledge I got through this ethical and professional page Paula says: I am merging a list of excel names into folder labels in Word. The second page of labels begin with the second names on the list and the third page with the third name on the list. R.O. says: Thank you. This is very helpful! Krishan Goyal says: Dear Madam I want to merge field from excel sheet in word through address mailing. The problem is this how can I transfer data from excel to word without disturbing the font size in word. ie. Iw ant that the font size in word sheet should be the same of excel sheet.
Ronald Wigina says: I have been using mail merge for sometime now. However, not all the data in excel is being transferred to the word document. what would be the problem and what is the remedy? Yesubabu Pulivarthi says: Hi, If the Excel data get updated how it will be sync in word using mail merge? Harish says: Dear Madam, How to save addresses in excel for preparing invoices.(daily uses). Is there any shortcut to paste address directly on invoice. we are preparing invoices in excel sheet only. Its very time taken to type address for customer. please tell me the solution how to easily save address in excel with code. Sunilkovid says: Hello Maám, Roiy says: I have successfully set up a mail merge between a word document and an excel sheet as outlined in your document. However, I need to be able to move both the sheet and the document together to different file locations. Every time I do this I have to re-establish the word/excel link. Aruna says: Hi I have excel data like name, phone num and address. I have a template of the letter in word format example as below, how I extract data(3 column) from excel to word. This is to inform you that your [PHONE NUM] will be changing to new number.......... renny says: thank you very much, it is really helpful also i want to add, if you wanted to create 3.000, then you should type \@ .000 hope that'll help Mary says: What is the best way to create paragraphs with data merged from an excel spreadsheet. The data excel file has a list of names and addresses. For example: 1. The name of the first attendant is __________. His address is _______. 2. The name of the second attendant is _________. His address is ______. I need everything in one page. A. Malik z says: I have created my ms.excel file with multiple sheets. Sometime i try to mail merge with ms excel via DDE, but i can't choose my table of sheet. The word just read my 1st sheet. Help me to choose my table of sheet via DDE...?! Thanks so much Shez says: Hi, Please help!! I am working on a very urgent task. I have created mail merge letters, used address block by matching fields. When I preview letters, they are just fine and show all the required fields in the address block. However when I print to PDF, the address block is missing in the PDF file!!!! Can anyone help, what can be the issue here??? Thanks Mike says: I am doing a mail merge from excel to a form. For each person who gets a form, I want the various fields to be located in the same location on the form even though the data may be different lengths. I attempted to do this by making each field the same length for each person, adding spaces and a . to those that have shorter data. For example, I may have lastname set to 10 characters. I would enter Smith and Johnson as so - Smith . and Johnson . Smith needing more spaces to reach the total 10. Still the data seems to display after the merge in slightly different locations like on a new line. How can I prevent this ? Joy Hardin says: I have an Excel spreadsheet with some names in red and most in black. I tried to print labels but they all print in black; how can I get the labels to print in the color used in Excel? yoel says: thank you for this very helpful indeed useful article... Ali says: I have xls file: so my goal is to merge that graphs to MS Words file. pls help me Ranjit says: I want to mail merge using data in column C of an Excel file. C has a formula that uses data in column A. I have a hundred rows in the Excel sheet. For some of those hundred, A has not yet been entered, so C shows #N/A. In the Mail Merge, I don't want those records to print for which it finds #N/A in column C. How do I do that comparison? Using Skipif, Equal, and "#N/A"? It didn't work. Liz says: I need to please send a prepared email with/without word document attached. The email will not contain any data to merge from an excel spreadsheet . But just be able to mail merge email addresses to send to all recepients or just selected ones on spreadsheet using windows 10. Ashton says: Hey! If I were needing to make a list in Word with some of the information from my Excel spreadsheet, how would I input the mail merge fields so that I can merge several different recipients over? Kevin says: This is awesome! Thanks so much for the walkthrough. Pam says: When I do a mail merge I'm inserting greeting line and address block from a spreadsheet in excel from Gift Works. When I get the address block to be correct with first and last name this changes the greeting line to also include last name. If I change greeting line and remove last name by not matching a field to it then the address block automatically changes to only first name. I have had this problem for over a year now. Any help is appreciated. François says: Hi, I am using Excel and Word 2013... the problem is that making a mailmerge with DDE does work anymore... do not know what to do... and using the OLE DE Database is changing my cell total format (it becomes from 767.73 to 767.73000000000002)....... would you have a way to change the toggle to round the number or respect the format??? François Ravasab says: Sir i am using microsoft office 2007 and mail merged also done, but actually I ant thousand separator as like = 21,22,85,535.00 but not possible, please help Tania says: I was wondering if you may be able to advise me please? I am attempting to send out a mail merge to companies using a large excel spreadsheet as the data source for the merge. Many of the companies have numerous employees and when I do the merge, it produces separate letters where I would like the individuals names to all be on one letter (save postage). So far I have had to slowly go through and cut and paste employees names from the letters below and then delete that letter (very time consuming when you are sending out hundreds!) I have tried merging the cells for the companies with multiple employees hoping they would all go onto one letter but that did not work. Please would you be able to offer any advice?! Many thanks Pat says: We merge our letters with information from Donor Perfect into a csv file in excel. We include a dollar amount when appropriate. When the excel file was set up, one merge field was Amount_. The DP software will not recognize that heading. It is looking for Amount. I spoke to the tech at DP, and he said that it was a problem exclusive to that file that was set up in our software. How do I correct this merge field? How do I find the merging document to correct it? I have tried
everything and cannot find how to correct a merge field. Brindha says: HI Jessie says: I have an excel document with a list of users and their assigned line managers. I want to send each line manager 1 email with all their associated users. How can I do this in mail merge, with a rule? Or do I need to concatenate the users into one cell for each line manager? Help! Jhess says: Hi, I'm merging an excel doc to word, but after I merge the information it changes color. So I'm trying to figure our how to prevent that. Please help! JJ says: Hi, I have done my mail merge however when I click Preview Results is not work. I can't see any preview. If I click edit individual letters then I only can see the output. Pls advise. vikki says: I have an excel spreadsheet with all my info on there is one mailmerge that I can not get right. in cell A1 I have a time as 7:00 am in cell B1 I have end time as 8:00 pm in cell C1 should be the total of 13 hrs. cell A and cell B are formatted as time 1:30 cell C is formatted as custom h:mm and shows as 13:00 but when I merge this info to my word document the 13:00 shows as 1 hr. it works with anything under 12 hrs but over 12 hrs it only come out with 1 hr for 13 2 hrs for 14 hrs. like it does not recongnize anything over 12 hours. help please Carrie says: I have an advanced question regarding a e-mail merge with an excel spreadsheet. I created the e-mail merge document with a table that is showing purchases from multiple suppliers down the left side of the table and the two columns are broken down by customer purchase amounts. I have been able to bring all of the column information into the mail merge, however I want each customers mail merge table to total can you help me? Shehbaz Hussain says: If some of my excel sheet cells formatted with different colors can I transferred such data with same color in Word through Mail Merge? Is that possible? Regards Eryq says: Is there a possible to import the contents of a large excel sheet into a word document table? The word doc has 2 columns in layout. How do you get the mail merge function to pick all the other row data after populating the first row? The <> seems to publish into a new second page and not the second row of the created table Prakash M says: I am having 1065 details of my 45 branches and I need to send mails for 45 branches with the details in single mail for single branch with multiple lines. Currently I am sending around 1065 mails in a month. Help me to solve this. Expecting your reply. Ashiq says: I have completed the mail merge as per your instruction. However, there seems to be a constriction on the number of columns and I am not able to increase the number of columns. Moreover, when I choose the option Insert Merge Fields it reflects ""Automergefield and this is restricted to a maximum of 8 fields.My question is how to increase the number of fields for that corresponding excel sheet. peggy says: I am preparing a mail merge for a mailing to parents concerning their child's fees and fines. Each child' list is unique to them and some contain several different items. I am able to address the letter and insert the first line of fees but need to have all the fees listed and the total. Thank you! RAJESHKUMAR PATEL says: I TRY TO MAKE MULTI APPLICATION FORM IN WORD WITH USING EXCEL DATA BASE, I confuse in one format / formula i want to write name in table box (in word) from data base source (excel) i use this formula =mid(A1,2,1) but this taking tomuch time and not see proper. problem exp. in excel (source) : A B and i want to write in word (but in name box, like [R|A|J|E|S|H|K|U|M|A|L| |P|A|T|E|L| So tell me how to do this i waiting for your reply.... Linda says: Your information is so helpful, thank you. I am working on a merge document using Office Home & Student 2013 & Windows 8.1. Why do only 255 characters appear in my Word document text field when there is double that amount of data in my Excel spreadsheet. The data is formatted as "text" in Excel. Is there a maximum amount of data in either Word or Excel, and if so, can I override it? Thanks.
Dave Foltz says: Hi Svetlana, Dave Sandy says: Hi. Thank you so much for tutorial. I mail merge infrequently and find your website very helpful. obviously each person has a different breakout group schedule to another person. So it is not possible to
change font colour individually ...it will drive me crazy (6 breakouts x 70 people).
Paige says: I am trying to pull an amount such as AUD 190,000 over from an excel sheet using mail merge but it is showing AUD190,000 without the space between the AUD and the 190,000. Is there a switch I should use? It is showing properly in the excel cell. Thanks!
Claudiu says: Hi Svetlana, congratulations tutorial. Andrew says: Hi,
teresa says: I am stumped! I bought a mailing list (in an excel spreadsheet) and I'm mail merging with Word on to labels--and everything looks great EXCEPT I have 5 rows (+1 label) blank in the middle of every page. Marlene says: I have an excel database from which I produce numerous different documents in word. When I select certain records from the recipient list in excel to use in a merge in a word document (usually not in consecutive order), what I end up with is the last record in my selection. I then have to scroll back through the end result in order to print the records I initially chose. If I'm given the option to select certain records from the recipient list, why do I get the extra records in my merge result and not the specific ones I chose? Vinisha Anand says: Thanks... Emil says: Hi, I'm trying to mail merge two different values to one checkbox so that if the values 1 or 3 is in excel it would check the box in word. Any idea what command to use? It is easy for one specific value with following command { IF { MERGEFIELD "mergefieldname" } = "True" "symbol for checked box" "symbol for unchecked box" } Thanks in advance! Charlotte says: Hi - When I go to mail merge on Word from an Excel spreadsheet with multiple worksheets, I go to select recipients, select the excel document and then a box appears to select which worksheet you want to use. I currently have 5 tabs on the excel spreadsheet and yet the box that asks you to chose which sheet you want shows around 30 - different duplicates of the originals. This is really frustrating. Is there any way to remove these either via word or excel, without deleting the originals from the list? Stefan says: Thanks for all these explanation. Is there a way to merge even if the data is made of formulas? Thanks by advance. Anand More says: Greetings, Regards, Erin says: When doing a mail merge in MS Office Professional Plus 2013 I set my greeting line format to be Dear Mr. Randall, but the preview shows it as Dear Jack Randall. If I go into Match Fields and change the first name block to "not matched" it goes to the default "Dear Sir or Madam,". Do you know how I can get this to work? Yukthi says: Hi dear, Thanks again, Susan says: When I use the DDE option as indicated I am unable to select a specific sheet for my import ( My file has different sheets , linked to each other so I don't want to paste it in a seperate sheet. It slows down the computer is the sheets are linked to sheets in different files) I do I get around this Bev says: I am trying to do a mail merge from Excel to Word in a Chart-type form. I can everything to merge except one field. This field will occasionally pull correctly but typically pulls as 0. It should be in the format ####### or blank. I have tried changing the format of the excel file to many different types but this field does not work. Please help. Colleen says: Hey - Thank you so much for these easy to follow instructions. I've tried mail merge before and I wanted to pull my hair out. I'm glad I found your instructions. You rock! Sam says: The manual is great! sherjhe says: Hi, We are using mail merge by disseminating email to our member. This features on MS office is very helpful to our association. However, we experience lately that some of our email hasn't successfully received by the recipient. It's weird because when you check the email, it's already on sent items folder. I'm using MS Office 2013 under Window 7 as operating system. I tried to look for a solution by checking it to internet. I follow and do all instruction they advice but still no avail. I hope you can help us with this issue. Ben says: how can i re-arrange numbering on the merged document? Ben says: I am trying to format the numbering in the word document after mail merging. There are several documents that need to be numbered. Please assist. Lisa says: Everything is very useful on your site so first a big thank you. When I am trying to fix the percentage fields in my WORD document being merged from Excel, they are still not displaying correctly according to your instructions. 0.36734693877551022 needs to be formatted as a percent which in actuality needs to be displayed as 37%. Your instructions either allow it to look like .36% or 0%. Can you please send me the formula to achieve this? I am sure it can be done. Thanks for your help.
Anonymous says: Hey Buddy, Thanks you very much, Thanks a lot!!! Ian says: I am using mail merge to create a set of invoices. I then want to be able to email them to the recipients. Can Word mail merge handle that or do I need another piece of software to email out the invoices when created? I have the email addresses in the same excel spreadsheet that gives the other details for the mail merge as we request recipients to validate the email address we have on file for them at the bottom of their invoice.
Tova Bud says: Hi! Thank you Rose says: HI I need to draft increase letters and using annual amount so I need the salary to appear like this R120 846.00 without me separating the thousand and Hundreds currently even though I have a space between thousands and Hundreds it appears like theses R120846.00 Please help Saqib says: Dear Svetlana Cheusheva: Detail mentioned in this box is here: Dear i am in dire need to retain the original format. Kindly help me. Blessed Henry says: How do I use the decimal alignment tab to lineup my numbers by decimal place while performing the merge? Everytime I try to do this after the merge it just pushes every other part of the merge into a different place.
Don says: Wow! I found multiple articles to learn about the Mail Merge option in Word and yet you clearly explained here what took all those separate articles to explain. Thank you! I have a question though. My specific application of the mail merge is from an Excel file that is consistently being updated throughout the day. In other words, recipients are being added to the Excel file list periodically during the day. I would like to print my letters (in my specific application they are certificates) periodically throughout the day with the most updated recipient list from the Excel file. It is the same Excel file every time. What I have attempted is to "Refresh" the file in Word after clicking on "Edit Recipient List," then selecting the Data Source, then clicking "Refresh." Yet this does not seem to work. I cannot see the most recently added recipients. Any ideas? Thanks again for the article! Don
Don says: If I am producing, say, 40 merge letters, can I run the merge without printing, but save the file of 40 letters to be printed later? Thanks.
Rachel says: Hi - I am trying to do a mailmerge and when I try and connect the spreadsheet I need to use to input the fields I get an "error" message which says that it is not in the correct format? Are you able to help? Thanks Maggie says: Hi, Is it possible to only merge cells that are a specific color on the spreadsheet? I have categories divided by color, and only want to merge one specific category. Maggie
Lokesh says: Hi, Jialin says: Hi Svetlana, I need to create a macro in excel that can do a mail merge on a single row of data for me. More specifically, I would like the macro starts off by asking me which row in excel be mail-merged.(or the macro can start off after I highlighted a row) Then somehow I would like to activate mail merge inside of my excel macro code-up to the last step-print preview of my merged letter. The computers in my company are using word 2003 and excel 2003... Any ideas would be greatly appreciated!
Amanda says: After I changed my settings to use the DDE I can no longer choose a different tab on the excel spreadsheet that I choose in mail merge to get my data to go on my letter in word via mail merge. Is there a way to choose the specific tab still? Jarek says: Hello, Miles says: Hi, My query is how do I translate a set date from excell over to microsoft word. I have gotten many different dates by "Ctrl ;" a worksheet For example a date being 16 October 2014. When I go the the mailings section it changes it to gibberish: 41931. I have read the "Format date and time" section many times but have been unable to fix this thanks. rinku says: how do I mail merge a cell which contains the formula into Ms word.actually I am calculating the EMI in excel through formula but in Ms word it is not functioning. plz help.
Serena Grayson says: How do I get a document (11x8.5), that has cards set 3 up on the page to change personalization records on each card?
beth says: I have zero dollar amounts that I want to show as zero in my word merge. No matter how I format (currency, text, etc.), the zero value fields in word are blank. Help MaryBeth says: I am using Office 2013 at work. I have followed the steps for the DDE Dynamic Data Exchange. Whenever I select the Excel file I get an error message: "Something went wrong". It suggested I repair office, which I did and I still can not complete my mail merge. I am able to complete the same mail merge on my home computer with Office 2010. What can I do to use my Office 2013 to complete my mail merge? JenJams says: If Excel has words in different colours, is it possible that once you've mailmerged it to Word the different colours will appear on the Word document please ? Jo59 says: I mean having for example "Hi #FirstName, #ObjMesForFirstname" #fields coming from list as #AdressBlock or #GreetingLine mentionned in your article Jo59 says: Dear Svetlana, Kuldeep Kaushik says: My query is if i m preparing annual letters and few employeesare getting special allowance which i will reflect otjer than the sub heads of salary then while using if-then-else condition how different values can be merged.
Anonymous says: Hi Jeff I want to personalize a letter with different case numbers.
Jeff Pope says: Is there anyway to bring the colour of the excel cell over.?
How do I insert a list of names in Word?Create a mailing list in Word. Go to File > New > New Document.. Go to Mailings > Select Recipients > Create a New List.. In the Edit List Fields, you'll see a set of automatic fields that Word supplies. ... . Use the Up and Down buttons to reposition fields.. Select Create.. In the Save dialog, give the list a name and save it.. How do I put multiple people on a Word document?Collaborate in Word. Select Share. on the ribbon. Or, select File > Share. Note: If your file is not already saved to OneDrive, you'll be prompted to upload your file to OneDrive to share it.. Select who you want to share with from the drop-down, or enter a name or email address.. Add a message (optional) and select Send.. How do I automatically add names in Word?If you want to automatically insert the user name in your documents, you can follow these steps:. Position the insertion point where you want the user name inserted.. Choose Field from the Insert menu. ... . In the Categories list, choose User Information. ... . In the Field Names list choose UserName.. Click on OK.. How do you add multiple names to a mail merge?Add Multiple Recipients. Use the dynamic CC and BCC option and include the other recipients in the same message but in the CC/BCC fields.. Add multiple email addresses in the Email Address column, separated with commas. Each recipient will then be included in the To field of your outgoing email message.. |