2017 Microsoft Word For Mac Mail Merge Excel

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This article is based on legacy software.

Nov 14, 2017  Microsoft released the following security and nonsecurity updates for Office in November 2017. These updates are intended to help our customers keep their computers up-to-date. Nov 23, 2019 In Word, select Mailings Start Mail Merge. Choose the kind of merge you want to run from the drop-down list. Go back to the Mailings tab and hit Select Recipients Use an Existing List. Find your Excel file, then press Open. If Word prompts you, choose Sheet1$ OK. Nov 14, 2019  Using the Mail Merge Feature in Microsoft Word 2016 for Mac. Mail merge is not just for documents; you can use it for brochures, newsletters, or materials for mass mailings. Apr 29, 2016  Microsoft Office (Excel, Word, Outlook) Email Merge This blog post is really about how to do an email merge using Microsoft Office on a Mac, so here are the steps and considerations. I'm using Gmail as an example, but you can do an email merge with any kind of email account, as long as it can be put into Outlook (Exchange, POP, IMAP, etc.). For more info see Format mail merge numbers, dates, and other values in Excel. If you want to use your Outlook contacts, make sure Outlook is your default email program and the same versions as Word. Step 3: Link your mailing list to your email message.

2017 Microsoft Word For Mac Mail Merge Excel

In addition to the features and functions of Excel that make your database useful, you can also use the database to merge information into Word for large mailings. This means that you will not have to duplicate information you already have in your Excel database to perform a mail merge.

These instructions assume that you have an understanding of the Word mail merge process.

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WARNING: The field names of your Excel database must begin in the upper-left corner of your worksheet, cell A1 (the first row and column).

Navigating to your Excel data document is similar to selecting a Word data document.

  1. From the Tools menu, select Mail Merge Manager
    The Mail Merge Manager appears.

  2. In the Select Document Type section, from the Create New pull-down menu, select Form Letters

  3. In the Select Recipients List section, from the Get List pull-down menu, select Open Data Source..
    The Choose a Data file dialog box appears.

  4. Locate and select the Excel workbook you will use for your list

  5. Click OPEN
    The Open Workbook dialog box appears.

  6. If your Excel workbook has multiple worksheets, from the Open Document in Workbook pull-down menu, select the worksheet containing your data

  7. Click OK

  8. If you have not already done so, write your letter

  9. To insert merge fields from the Mail Merge Manager,
    1. In the Insert Placeholders section, select the Contacts tab

    2. Click and drag a field to the desired location in your document

  10. To insert conditional statements from the Mail Merge Manager,
    1. In the Insert Placeholders section, select the More tab

    2. Click and drag a field to the desired location in your document

  11. To preview your merged document, from the Mail Merge Manager, in the PreviewResults section, click VIEW MERGED DATA
    A preview of your first recipient appears.
    NOTE: For more information on editing the recipients' information, refer to Working with the Data Source.

  12. To print the letters, from the Mail Merge Manager, in the Complete Merge section,
    1. Click MERGE TO PRINTER
      The Print dialog box appears.
    2. Make the appropriate selections

    3. Click PRINT

  13. To save the merged letters as a separate file, from the Data Merge Manager, in the Merge section,
    1. Click MERGE TO NEW DOCUMENT
      NOTES:
      The merged letters appear in a new, unsaved document.
      Each letter is separated by a section break.
    2. Make any desired changes in the new document

    3. Save the new document

Mail merge is a great way to put your Access data to work. This video shows you how to create a typical form letter in Microsoft Word by starting with the Word Merge command in Access. Or if you prefer, check out the basic steps below the video.

Note: This video was recorded using Access 2013 but the same basic steps apply to Access 2010, Access 2016 and the subscription version of Access.

In the video

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Here’s the general procedure for creating a Word mail merge from within Access:

  1. Open the Access database that contains the addresses you want to merge with Word.

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  2. If the Navigation Pane is not open, press F11 to open it.

  3. Select the table or query that contains the addresses. If the address fields are spread across multiple tables, create a simple select query that contains the fields you need, and select that query for the merge operation.

  4. On the External Data tab, in the Export group, click Word Merge.

  5. The Microsoft Word Mail Merge Wizard dialog box opens.

  6. Choose whether you want the wizard to link your address data into an existing Word document, or to start with a new, blank document.

  7. Click OK.

2017 Microsoft Word For Mac Mail Merge Excel File

Word starts and displays the Mailings tab and the Mail Merge pane.

  1. Work through the wizard steps by clicking the Next and Previous links at the bottom of the Mail Merge pane.

  2. In Step 3 of the wizard, you will not need to select the recipient list. That was determined when you selected it in Access. However, you might want to fine-tune the list by clicking Edit recipient list. In the box that opens, you can remove individual recipients from the merge, apply filters, sort the list, and so on.

  3. In Step 4 of the wizard, write the letter (unless you’re working with an existing document).

  4. Place the cursor in the document where you want the address data to appear, and click Address block, Greeting line, or More items in the Mail Merge pane to insert the Access data into the document. In the boxes that appear, select the format you want, and click Match Fields to make sure the fields are matched up correctly.

  5. In Step 5 of the wizard, click the Next (>>) and Previous (<<) buttons to preview how the merged data will look when you print the document.

  6. In Step 6 of the wizard, click Print and select the print options you want.

  7. Save and close the Word document.

    Notes:

    • If you need to come back and adjust any of your merge settings after completing the wizard, all the operations are available on the Mailings tab in Word.

    • If you make design changes in the Access database, you may need to adjust some of the merge settings in Word to make the merge work correctly again.

    • The mail merge wizard is designed around working with mailing address data. However, you can use the mail merge feature to merge any kind of data with Word, such as inventory records, tasks, or whatever you store in Access.

For more detailed information about Word’s mail merge features, see these articles: