Software

How do I… Integrate mail merge in Microsoft Word with Excel

Mail merge step 1: Determine your document type

The Word mail merge process

To get started, open a new document in Word and choose Tools | Letters and Mailings | Mail Merge from the menu bar. In the sidebar area, Word opens a Mail Merge helper that provides you with a wizard-like interface that walks you through the process.

Step 1: Select document type

Word's mail merge can be used to create form letters, e-mail messages, envelopes, labels, or directories. With a little imagination, these choices let you create just about any kind of document or communication you would need.

Feel free to experiment with the different document types. For this example, we'll be creating an inventory sheet using Excel data. The best option to choose for this kind of mail merge is Letters, so I'll choose that option from the list of selections. When you've made your selection, click "Next: Starting Document".