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Mail merge from excel to word 2010 how to#
Mail merge from excel to word 2010 update#
Mail merge from excel to word 2010 zip#

When everything looks good, you can click on the Finish & Merge dropdown to print your envelopes.You can also use the other commands in the Preview Results group to find recipients or navigate through the addresses.

To Preview what it will look like, click on the “Preview Results” command.

Position the address block where you want it on the envelope by adding carriage returns, center alignment, etc.

On the Mailings tab click on the Address Block command to add an address block.

Next you can insert the address block into your envelope and preview the results The Word document is now connected to the Table in Excel.Īdding the Address Block and Previewing Envelopes

Select the Defined Name, “Addresses” in the Select Table dialog and click OK.

Select your address file in the Select Data Source dialog and click Open.

Select the Use Existing List command from the Select Recipients Dropdown.

Select the appropriate Envelope size and click OK.

On the Mailings tab, select the Start Mail Merge / Envelopes Command.

Mail merge from excel to word 2010 how to#

The remaining steps will show how to create the mail merge in Word to create envelopes. The steps above created a workbook containing a table of addresses on one sheet that has a name (Addresses) defined that corresponds to the table range. Save your workbook (Addresses.xlsx) and you are now ready for the mail merge.Using the arrow handle in the lower right corner of the table, resize it to just include your addresses. The Table will need to be resized to exclude the blank rows.Select the records that are unconfirmed and cut and paste them to the new worksheet below the headers.Select the table headers and copy and paste to a new worksheet (I named the sheet “NeedAddresses”).The next step is to cut and paste the unconfirmed addresses to another sheet in the workbook Here is what the sorted table looks like: Click on the Sort A to Z command and click OK.Click on the dropdown in the 2008 column.Next I want to separate the table into 2 tables one for confirmed addresses and one for those that need to be updated. Once you have the new column, then you can type something in the column to indicate whether the address is correct. The Table and the name that we defined will expand automatically. I do this by adding a new column to the Table for this year. In the New Name dialog, type the name Addresses and the range of cells your addresses are in ($B$2:$G$15 in this case)Īfter my Table is created and a name applied, I start going through the addresses to confirm which ones are correct.To define a name, click “Define Name” command on the Formula Tab.This is helpful in this case because I want to add and remove addresses during the process of printing envelopes.

Mail merge from excel to word 2010 update#

When a name is defined for a Table in a worksheet, the name will update automatically as the table is resized to add or remove data.

The range of cells will now have a table style applied and dropdowns at the top of each column that provide options for sorting and filtering.Įxcel allows you to define names that apply to a range of cells in the worksheet.

Verify that the items are correct and click OK.

A dialog will appear asking for the range of cells containing your addresses and whether your table has headers.

On the Insert Tab, click on the Table button.

Select a cell within the range containing the addresses, such as cell B2.

Incorrect formatting of numbers can cause errors in the merge.The first step is to create a Table from the list of addresses.

Mail merge from excel to word 2010 zip#

Format Numerical Data Correctly: Be sure that things like street numbers and zip codes are properly formatted for the way they should appear once the mail merge is complete.Also, make sure the headers you choose match the merge field names, which will also make it less likely errors will occur. To make it easy for Excel to differentiate between data and labels, use bold text, cell borders, and cell shading that are unique to the header row. A header row is a row containing labels that identify the data in the cells beneath it. Create a Header Row: Create a header row for the sheet you intend to use for the mail merge.Also, make sure the sheets are clearly named, as you have to select the one you intend to use without being able to view it. If it's spread across multiple sheets, combine the sheets or perform multiple mail merges. Put All Data on a Single Sheet: The mailing list data you intend to use for the mail merge must be on one sheet.