Merge with Excel table

Select recipients from Excel table

  • Click Mailing tab > go to Start Mail Merge group > click Select Recipients > choose Use Existing List…

  • In the Select Data Source dialog box, select the desired Excel workbook > click Open

  • In the Select Table dialog box, select the desired worksheet indicated with the “$” at the end of the name > click OK

  • Click Mailing tab > go to Start Mail Merge group > click Edit Recipient List

  • In the Mail Merge Recipients dialog box, preview or refine recipient list if desired

 

Modify Excel table to match the heading field

If the data doesn’t start immediately at the top of the selected worksheet, you need to modify the Excel table so that those heading columns will display the heading fields in the Mail Merge Recipients dialog box. This change will help you more easily to identify the data column for use in the mail merge

  • Open the spreadsheet in Excel

  • Select the data that you want to use in mail merge

  • In the name field before the Formula bar, enter the name for the selected data table > press ENTER key > save the Excel worksheet