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

Which records do you want to include in your mail merge?

On the resulting window--the Mail Merge Recipients window--are a number of options that let you control what records you want to include in your merge. Note the checkbox to the left of each record. The check in the box indicates that this record will be included in your merge. If you don't want to include a particular record, click the box to remove the checkmark. You can also filter the records that you want to include in the merge by using the down arrows next to each heading. The buttons at the bottom of the window let you find specific records (Find), quickly select and deselect all of the records (Select All, Clear All), make sure that addresses are valid (Validate) and more. Click OK when you're done. Above shows you the Mail Merge Recipients window.