This type of document is also called a catalog merge.Ĭreate a directory of names, addresses, and other information Use it to print out your contact list, or to list groups of information, like all of the students in each class. You'll be sending the email directly from Word.Įnvelopes or Labels where names and addresses come from your data source.Ĭreate and print a batch of envelopes for mailingĬreate and print sheets of mailing labelsĭirectory that lists a batch of information for each item in your data source. Each letter prints on a separate sheet of paper.Ĭreate and print a batch of personalized lettersĮmail where each recipient's address is the only address on the To line. Letters that include a personalized greeting. Follow the links for details about each type: Word provides tools for incorporating your data into the following kinds of documents. Use Outlook contacts as a data source for a mail merge If you know you'll be using Excel or Outlook as the source of your data, see: If you don't yet have a data source, you can even type it up in Word, as part of the mail merge process.įor details about data sources, see Data sources you can use for a mail merge. Excel spreadsheets and Outlook contact lists are the most common data sources, but any database that you can connect to Word will work. Then I use some logic to determine whether to output the next record from the data source range as a row in the table or to end the letter and start the next one.Your first step in setting up a mail merge is to pick the source of data you'll use for the personalized information.
So effectively I check to see if I am merging the first item in the merge sequence, outputting the start of a letter if I am, which contains the Dear line and the table header row. I then have my Word document set up to mail merge based on this range, using the following merge code:
Say I have the following data in my Excel sheet in the range which is being specified in my Mail Merge:Ĭustomer Site Item Charge1 Charge2 Charge3Ĭustomer 1 Little Place Widget 45.00 75.00 95.00Ĭustomer 1 Medium Road Widget 40.00 70.00 98.00Ĭustomer 1 Medium Road Thing 48.00 76.00 92.00Ĭustomer B Red Street Widget 35.00 72.00 90.00Ĭustomer B Blue Avenue Widget 42.00 78.00 87.00Ĭustomer B Blue Avenue Thing 41.00 68.00 85.00Ĭustomer B Green Drive Widget 38.00 65.00 91.00Ĭustomer $ Square Crescent Widget 39.00 62.00 90.00Ĭustomer $ Circle Way Widget 34.00 60.00 96.00 If I give a simplified example of what I am doing, perhaps this will make more sense. However, I have one final layout issue which is bugging me and I can't seem to get it to work properly. The Directory Mail Merge option seems to work perfectly for this and by following some instructions online I have been able to successfully get the merge to work. I am trying to perform a Directory type Mail Merge from Excel into Word where the data being referenced in Excel has repeated values in one column which I effectively want to group on so that I produce one document per value in that column instead of one