For mail merge, the best combination is Excel and Word.

Find here how to mail merge from Excel to Word in two easy methods.

Mail merge is the most affordable form of office work automation on desktop and laptop computers.

How to Mail Merge From Excel to Word in 2 Effortless Ways

So lets get started with the methods to do a mail merge from Excel to Word.

you’re free to separate various data in a single row under different column headers.

These column headers will work as the counterpart for Mail Merge Fields in Word.

The Excel database for mail merge Excel to Word

you’re able to create the column header as you c’mon now.

But later, you must make minor edits in column headers to match fields in Word.

Find below the basic steps to create a database for mail merge in Excel.

The Word template for how to do a mail merge in Word from Excel

Youve successfully created the Excel database for the mail merge project.

Lets get started creating the mail merge template in Microsoft Word.

The letter must contain some basic information about you as shown below.

Create an email messages mail merge on Word

These are static for all emails and mails.

Word mail merge will carry the formatting in all other documents that you create in this mail merge project.

Finishing merging in Word

Once ready, clickFinish & Merge>Edit Individual Documents>Allin theMerge recordsdialog box.

Selecting mail merge database table from Excel

ClickOKto create all merged documents for each customer in the Excel database.

So, you must save the file separately or send emails right away.

However, this is a tricky method.

Create a greeting line in mail merge for Word

You must modify the source database in Excel according to the available Mail Merge Fields in Word.

For this, you must have the Excel file with you.

Then, create a new Word document and start writing your email or mail.

Creating the upper part of the mail merge email for invoices

How Do I Create a Mail Merge From Excel Data?

Creating the main invoice details and closing statement on mail merge email

How to Mail Merge From Excel to Word manually The whole mail merge template

Modifying the Toggle Field Codes in mail merge Word

Toggle Field Codes to format amount from Excel

Finishing merging in Word

Learn How to Mail Merge From Excel to Word manually

The user interface for Step-by-Step Mail Merge Wizard

The second step of mail merge in Mail Merge Wizard