How to Mail Merge from Excel to Microsoft Word
If you want to create a mail merge from Excel to Word, there’s more involved than simply connecting a worksheet. Whether you set up the Excel sheet from scratch or import a text or CSV file, you have to make sure your data is structured correctly. We’ll show you how to format your mailing list in a Microsoft Excel document so that when you connect it to Word for the mail merge , everything works properly. Import a File to Excel If you have a text or CSV file as the data source for the mailing list, you can import it into an Excel file. From there, you can arrange and format the data correctly before you connect it through the mail merge feature or Wizard in Word. While the process is similar for versions of Excel, it is slightly different for Microsoft 365 versus Excel for Mac or other Excel versions. Import a File Using Microsoft 365 If you’re using Excel with Microsoft 365 on Windows, follow these steps to import your data file. Go to the Data tab and select From Text/CSV