(This works with Google Docs’ spreadsheets too). Open Microsoft Excel or whichever spreadsheet software you use. Merge Data from an Excel Workbook into a Word Documentġ.
The first thing I would do is create the Excel worksheet from which my Word template will pull data from. Let’s say I want to create mailing labels for a “save the date” postcard. This will allow the mapping process to go a lot smoother (I’ll talk about mapping a bit later). You need to make sure the column headings are recognizable and properly labeled. The first and most important is your list and data within the list. There are three main steps involved in building a merged document. Imagine the possibilities, especially for direct mail purposes. Everything from envelopes and letters to name badges and table tents, data merging will eliminate the exhaustive task of typing each record by hand by pulling data from a designated Excel file. Merging data from an Excel spreadsheet or workbook is a very basic, yet powerful tool that can save a tremendous amount of time when trying to create documents that have variable fields. Merge Data from an Excel Workbook into a Word Document
