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I usually make a new file, just to check that things actually look how I think they should.

You can send the documents directly to the printer or make a new word document with all the personalized letters. When your document is finished, you just need to run the merge. Wherever you want customized data from the spreadsheet to appear, just click and drag the placeholders into the document.Īfter you drag the placeholder, your document should look like this.įinish your document dragging placeholders wherever you want them. Now, go to your document and write your letter. The Mail Merge Manager should look something like this: You'll now have the data from the spreadsheet available to your word document. You will then be prompted to pick which sheet and which cells, just take the default. You may get a warning like below, just click OK. For me, it will be names_and_numbers.xlsx. Under #2, click "Get List" and select "Open Data Source" and then pick your excel file. Under #1, select Form Letters from the Create New dropdown choice. We just need to work through the steps on it.

Next, start word and open the Mail Merge Manager.Ī small window (called the Mail Merge Manager) will pop up. I've named this file names_and_numbers.xlsx. First, you should have an excel spreadsheet with the names and whatever other data you want to use.