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Excel Merge to Word

  1. #1
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    Excel Merge to Word

    I have a MS Word template (see attached). I want to insert/merge/import the 'first_name' and 'last_name' fields on my spread sheet to the first name and last name on the template. This should be a simple task but I be dorked if I can figure it out!
    Attached Files Attached Files

  2. #2
    Forum Expert teylyn's Avatar
    Join Date
    10-28-2008
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    Re: Excel Merge to Word

    Hi,

    this is a case for the Mail Merge Wizard in Word. Assuming you have your Excel list set up, close the Excel file. Then open the Word document you have attached and follow these steps ....

    Go Tools - Letters and Mailings - Mail Merge
    next step: Choose Document type "Letters"
    next step: choose "Use the current document"
    next step: choose "use an existing list" and then click the "browse" link to navigate to the Excel file that holds your list of names (make sure to list All Files or Excel files, so you can see the file!)
    next step: Click where you want the first name to go and then click on the "More items" link to see the list of fields in your Excel file. Select the first name and click "insert"
    repeat for the last name and any other field. Format the fields with font and colors to your liking
    next step: here you can preview the documents with the names merged in
    next step: complete the merge and print either direct to printer or to a new Word document that you can check and edit before printing.

    hope that helps

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