From this menu, click the Create New button to start a new Mail. The Mail Merge popup menu has a ton of options that will make for an easy data import from Excel. Select Mail Merge from the drop down menu and a Mail Merge pop-up menu will appear. ![]() For more info, see Data sources you can use for a mail merge.įor more info, see Mail merge: Edit recipients.įor more info on sorting and filtering, see Sort the data for a mail merge or Filter the data for a mail merge. To start, launch Microsoft Word on your Mac and click into the Tools menu from the Apple toolbar. Connect and edit the mailing listĬonnect to your data source. The Excel spreadsheet to be used in the mail merge is stored on your local machine.Ĭhanges or additions to your spreadsheet are completed before it's connected to your mail merge document in Word.įor more information, see Prepare your Excel data source for mail merge in Word. For example, to address readers by their first name in your document, you'll need separate columns for first and last names.Īll data to be merged is present in the first sheet of your spreadsheet.ĭata entries with percentages, currencies, and postal codes are correctly formatted in the spreadsheet so that Word can properly read their values. Make sure:Ĭolumn names in your spreadsheet match the field names you want to insert in your mail merge. ![]() Here are some tips to prepare your Excel spreadsheet for a mail merge.
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