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DATA MERGE FROM EXCEL TO WORD HOW TO
DATA MERGE FROM EXCEL TO WORD DOWNLOAD

What you have to do now is insert the merge field to insert the data in the desired position. If you have completed the above steps, you are good to go to auto populate the Word document from Excel.

DATA MERGE FROM EXCEL TO WORD HOW TO

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Read More: How to Insert an Excel Spreadsheet into Word (4 Easy Methods) I have headers on my dataset so I have checked as you can see from the figure. Then check the First row of data containing column headers if you have headers in your dataset. In this file, I have only one named Dataset. If you have multiple spreadsheets within one Excel file, carefully select the one you want to export from. Now navigate to your Excel file and select it. Click on Select Recipients and then select Use an Existing List from the drop-down menu.Ī Select Data Source window will pop up. Now, under the tab, you can find the Start Mail Merge group. Step 4: Select the Excel Sheet as Recipient In the Word document, select the Mailings tab from your ribbon. Read More: How to Insert Excel Table into Word (8 Easy Ways) This is the portion that will remain unchanged for all the iterations. I have created the following table to put all the information separately for an easier understanding.

Now, go to your Word document and create the template before you want to automate the data. You can have multiple sheets in your Excel file, but can only use one sheet to auto populate Word document from Excel.

For demonstration, I am using the following dataset. If you have one, make sure the table/dataset starts at cell A1.

DATA MERGE FROM EXCEL TO WORD DOWNLOAD

To practice, you can try out the one given in the download box above. Here is a detailed step-by-step guide.Ĭreate an Excel file with the dataset if you don’t have one already. I will be going through all the steps in detail so that anybody can understand regardless of their Excel knowledge. In order to do this you need an Excel file to import data from, and the Word file you are writing your data into. 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.Step-by-Step Procedure to Auto Populate Word Document from Excel 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.