To do a mail merge from Excel to Word, follow these key steps:

1. Prepare Your Excel Spreadsheet

• Organize your data with clear column headers in the first row (e.g., First Name, Last Name, Address, Email).
• Each row should represent one recipient.
• Format any numbers with leading zeros as text to preserve them (e.g., zip codes).
• Save and close the Excel file before starting the merge

2. Create or Open Your Word Document

• Open Microsoft Word and create a new document or open an existing letter template.
• Go to the Mailings tab on the ribbon

3. Start the Mail Merge

• Click Start Mail Merge in the Mailings tab.
• Choose the type of document you want to create (e.g., Letters, Email Messages, Labels)

4. Connect the Excel Data Source

• Click Select Recipients > Use an Existing List.
• Browse to your Excel file, select it, and click Open.
• If prompted, select the correct worksheet within the Excel file and click OK

5. Insert Merge Fields

• Place your cursor in the Word document where you want personalized data.
• Click Insert Merge Field and choose the fields (columns) from your Excel sheet, such as First Name, Last Name, etc.
• Repeat for all fields you want to insert

6. Preview the Merge

• Click Preview Results on the Mailings tab to see how the merged data looks.
• Use the arrows to scroll through different records

7. Complete the Merge

• Click Finish & Merge.
• Choose to:
  • Edit Individual Documents to generate a new document with all merged letters.
  • Print Documents directly.
  • Send Email Messages if doing an email merge

Additional Tips

• Make sure your Excel file is closed before connecting it to Word.
• You can filter or sort recipients via Edit Recipient List before merging.
• Save your Word mail merge document for reuse with updated Excel data later

This process efficiently combines your Excel data with a Word template to create personalized letters, emails, labels, or envelopes for mass mailings