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if you're using an excel spreadsheet as your data source for a mail merge in word, skip this step. Step 1: set up your data source in excel.

Learn how to perform a mail merge from microsoft excel to microsoft word in order to produce mass mailings to a group of people. beside the start mail merge section, pull down on select recipients. once your letter is drafted, go to the mailings tab.

Here are the steps to mail merge from excel to word. before running a mail merge in word, make sure your excel file has all the information you want to include such as first name, last name, salutation, zip codes. When you run a mail merge, your excel file will get connected to your word document, and microsoft word will be pulling the recipient details directly from the connected worksheet. when creating a mail merge you have the ability to use an existing document letter. The excel spreadsheet to be used in the mail merge is stored on your local computer changes or additions to your spreadsheet are completed before it’s connected to your mail merge document in word.