#HOW TO MAIL MERGE FROM EXCEL TO OUTLOOK HOW TO#
#HOW TO MAIL MERGE FROM EXCEL TO OUTLOOK PLUS#
#HOW TO MAIL MERGE FROM EXCEL TO OUTLOOK SERIES#

For more info, see Data sources you can use for a mail merge.ДЇor more info, see Mail merge: Edit recipients.ДЇor more info on sorting and filtering, see Sort the data for a mail merge or Filter the data for a mail merge. Connect and edit the mailing listД¬onnect to your data source. The Excel spreadsheet to be used in the mail merge is stored on your local machine.Д¬hanges or additions to your spreadsheet are completed before it's connected to your mail merge document in Word.ДЇor 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.ДЄll data to be merged is present in the first sheet of your spreadsheet.Дata entries with percentages, currencies, and postal codes are correctly formatted in the spreadsheet so that Word can properly read their values. Make sure:Д¬olumn names in your spreadsheet match the field names you want to insert in your mail merge. Do the reverse to remove fields from the right.Here are some tips to prepare your Excel spreadsheet for a mail merge. Regardless of the choice you make above: click a field on the left, hold down the left mouse button, and drag it to the right. Easiest method? Click the Clear Map button and start clean because itвЂ™s more likely that youвЂ™ll only need a few of these fields for this project. Click the Clear Map button to start with a clean slate or the Default Map button to keep all the fields and then remove the unnecessary ones. Drag the item from right to left to remove.ДЇirst decide if you want to delete all the fields (around 60+) and only drag over the fields you need, or keep the Default fields and remove those you donвЂ™t need. In the Map Custom Fields dialog window, notice the instructions at the top: Drag the values from the source file on the left, and drop them on the appropriate destination field on the right.

Instead, click the button Map Custom Fields. You donвЂ™t need to export every field, because most of the fields are unused (and therefore, empty). The fifth Export to a File dialog window appears and displays the export information: Export вЂњContactsвЂќ from folder Contacts with a check box. If the path is correct, click Next.Дў-Export to a file and save exported file as (your filename). The fourth Export to a File dialog window appears and displays the path (folders and filename) of the new fileвЂ™s location. Browse to the folder(s) where you want this file saved, and then click OK. In the third Export to a File dialog window, under Save Exported File As, enter a filename, then click Browse to enter the location for this file (such as C:UsersOwnerDocumentsвЂ¦). Open Outlook, then export your contacts to a Comma Separated Values (CSV) file. In the following (second) Export to a File dialog window, under Select Folder to Export From, choose Contacts, then click Next.

#HOW TO MAIL MERGE FROM EXCEL TO OUTLOOK HOW TO#

In the first Export to a File dialog window, under Create a File Type, choose Comma Separated Values (CSV), then click Next. How to Perform Outlook Mail Merge in Microsoft Excel Launch Microsoft Word and begin with a blank document. In the Import and Export Wizard dialog window, choose Export to a File, then click Next. From the Contacts screen, click File > Open & Export > Import/Export. Open Outlook, then open your Address Book/Contacts folder (click the people icon at the bottom of the left panel). Part Two covers how to maintain and manage that database, and Part Three shows how to create a document with custom merged fields from Excel, then save it as a template to reuse later.

#HOW TO MAIL MERGE FROM EXCEL TO OUTLOOK SERIES#

Part One of this three-part series covers how to export your contact list into Excel. The easiest, most efficient method for such a job, especially if your distribution tasks are repetitive and innumerable, is to maintain a database in Excel, updated from your Outlook contacts, and then merged with templates in Word. And, continually changing this information for each recipient, for each mass mail distribution, is a prolonged and cumbersome chore. But there arenвЂ™t enough вЂњ customвЂќ fields available for all the details mentioned in the first paragraph.

#HOW TO MAIL MERGE FROM EXCEL TO OUTLOOK PLUS#

And, it provides many special fields for personal information such as birthdays, spouseвЂ™s name, number of children, anniversaries, etc., plus multiple addresses and phone numbers.

Outlook has a substantial Mail Merge feature that permits users to create some custom fields. For example, in addition to the standard contact information (name, address, city, state, etc.), additional custom fields might include the recipientвЂ™s skills, years of service, awards earned, salary, bonus structure, college degrees, previous employment, etc. Regardless of whether the medium is electronic or hardcopy letters, itвЂ™s a huge, time-consuming task if the mailing list exceeds 300 contacts, and the communications contain multiple custom fields. Mail Merge is a wonderful tool for anyone whoвЂ™s charged with managing and distributing a companyвЂ™s communications.

How to mail merge from excel to outlook