Creating a mail merge from Excel to a word document

What we are going to do now is practice how to do a mail merge on our non-controlled account.

Under no circumstances should this practice mail merge be done on your controlled account.

Once we have practiced this you should then go to your controlled account ,open ms word and create a business letter and then merge the customer data you have on your spreadsheet to the business letter

Step one

Open excel practice workbook

Step two

Open the following link:

http://www.ictresources.net/excel-launch-page.html

download it - save it-then open it.

Step three

Go to letter –place your cursor on the place you want the address to be merged to

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Select mailings

Now select start mail merge

Select step by step mail merge wizard

Select next as we have already opened the document we are using to merge against

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Next we select use the current document on stage 2

Now we need to go to part three of the process where we select browse

Now we will see a list of the data in that spreadsheet that we can merge which looks like this

Once you have selected the data you will note that your page will go back to what it looked like before for stage 3 except that on the right hand side you will see that the name of the spreadsheet appears

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Once we have selected browse we need to select the data source that we are going to merge to our letter which is our practice spreadsheet .we will be using names and address from that to merge to our test document

Now select customer details as we are going to merge the data from the spreadsheet to the practice letter

Now select next for stage 4 where we will put the fields data types in position into the letter we want

Step 4-place data types in position on letter

Select more items

Your letter will then have data type inserted on it like this

Now your letter will look like this

Now select preview letters

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Now what we are going to do is place the fields in the position we want.select more items on bottom right and you will get the following dialogue box appear

Now select the space on the letter you want to put the first piece of information, in this case title, then select insert

Now we are going to press close and then reselect more items tab –select the next data type you want to position select it then close and do this until you have all of your data types you want to merge to letter

Step 5 preview letters

Select preview letters

You will see that all of the customer details you had in your spreadsheet have been merged to your practice business letter

Nb:Remember that this is justa practice and you must create your own letter using your controlled account and using the controlled spreadsheet for your data source

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