Connect and edit the mailing listĬonnect to your data source. You should now see the actual filename of the first record e.g. Now drag the field containing your filename to the right place in the INCLUDEPICTURE field i.e. 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. Under the Mail Merge Manager toolbar/window (if not visible then check Tools -> Mail Merge Manager) expand '3. A data source, like a list, spreadsheet, or database, is associated with the document. For example, a form letter might be personalized to address each recipient by name. 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. Mail merge lets you create a batch of documents that are personalized for each recipient. Make sure:Ĭolumn names in your spreadsheet match the field names you want to insert in your mail merge. mail merge mail merge noun countable COMPUTING when you use a special computer program to combine information from a list of names and addresses. Here are some tips to prepare your Excel spreadsheet for a mail merge.