For more info, see Data sources you can use for a mail merge.įor more info, see Mail merge: Edit recipients.įor more info on sorting and filtering, see Sort the data for a mail merge or Filter the data for a mail merge.

Connect and edit the mailing listĬonnect to your data source. Lets make sure you have the supporting files installed in the correct location. The Word converter for Excel files is included with the Office package.

The Excel spreadsheet to be used in the mail merge is stored on your local machine.Ĭhanges or additions to your spreadsheet are completed before it's connected to your mail merge document in Word.įor more information, see Prepare your Excel data source for mail merge in Word. This should be very straight forward, meaning if you have an Mac Excel 2008 (.xlsx) file as your mail merge data source, Mac Word 2008 will convert the file and use it as your data source. For example, to address readers by their first name in your document, you'll need separate columns for first and last names.Īll data to be merged is present in the first sheet of your spreadsheet.ĭata entries with percentages, currencies, and postal codes are correctly formatted in the spreadsheet so that Word can properly read their values. Make sure:Ĭolumn names in your spreadsheet match the field names you want to insert in your mail merge.

Here are some tips to prepare your Excel spreadsheet for a mail merge.