How to Mail Merge in Microsoft Word

• Create your contact sheet in Microsoft Excel. Add your headers beginning in column "A1" and moving right. Save your file and remember your save location.
• Open Word and go to Blank document > Mailings > Select Recipients > Use an Existing List…. Choose your Excel sheet.
• Go to the spot you want to insert contact information and click Insert Merge Field. Select the desired headers from your Excel document. Click Finish & Merge.

Creating a Contact Sheet

Open Microsoft Excel. Microsoft Excel's app icon resembles a white "X" on a dark-green background. The Excel "New" page will open. If you already have a contact sheet in Excel, skip ahead to importing the Excel contacts instead.

Click Blank workbook. It's in the upper-left side of the "New" page. This will open a new, blank Excel document.

Add your contact headers. Starting in cell A1 and moving right from there, enter the following headers: FirstName - Your contacts' first names will go in this column (cell A1). LastName - Your contacts' last names will go in this column (cell B1). Tel - Your contacts' phone numbers will go in this column (cell C1). StreetAddress - Your contacts' street addresses will go in this column (cell D1). City - Your contacts' cities of residence will go in this column (cell E1). State - Your contacts' states of residence will go in this column (cell F1). ZIP - Your contacts' ZIP codes will go in this column (cell G1). Email - Your contacts' email addresses will go in this column (cell H1).

Enter your contacts' information. Starting in column A, cell 2, begin entering the contact information for each of the people for whom you want to generate a mail merge. Make sure that this information is accurate before proceeding.

Save your document. To do so: Windows - Click File, click Save As, double-click This PC, click a save location on the left side of the window, type the document's name into the "File name" text box, and click Save. Mac - Click File, click Save As..., enter the document's name in the "Save As" field, select a save location by clicking the "Where" box and clicking a folder, and click Save. Keep in mind your selected save location—you'll need to find the Excel spreadsheet later.

Close Excel. Click the X in the upper-right corner of Excel (Windows) or the red circle in the upper-left corner (Mac). You can now proceed to creating the mail merge in Microsoft Word.

Importing Contacts to Word

Open Microsoft Word. The Word app icon looks like a white "W" on a dark-blue background. As with Excel, the "New" page will open. If you have an existing Microsoft Word document into which you want to import the Excel contacts, you'll instead double-click it to open it and skip the next step.

Click Blank document. It's a white box in the upper-left side of the page. A blank Microsoft Word document will open.

Click the Mailings tab. This tab is at the top of the Microsoft Word window. A toolbar will appear just below the row of tabs here.

Click Select Recipients. It's in the "Start Mail Merge" section of the Mailings toolbar. Doing so prompts a drop-down menu.

Click Use an Existing List…. You'll find this option in the drop-down menu. A new window will open. If you ever want to use Outlook contacts instead, you can select the Choose from Outlook Contacts option in the drop-down menu. You can also type a temporary list of contact information into Word by selecting the Type a New List option. This is useful when you only need to create a handful of contacts' information.

Select your Microsoft Excel contact sheet. On the left side of the window, click the folder in which you saved the Excel sheet, then click the Excel sheet to select it.

Click Open. It's in the bottom-right corner of the window.

Confirm the decision. Click the Excel sheet's name in the pop-up window, then click OK at the bottom of the window. Your Excel sheet will be selected as the location from which your contacts will load. Make sure that the "First row of data contains column headers" checkbox at the bottom of this window is checked.

Using Mail Merge

Go to the place in which you want to insert contact information. Find the place where you want to insert contact information (e.g., the top of the document) and click it to place the cursor there.

Click Insert Merge Field. It's an option in the "Write & Insert Fields" section of the Mailings tab. A drop-down menu will appear. You may have to click the Mailings tab again before doing this.

Select a type of information. In the drop-down menu, click the name of one of the headers from your Excel document to insert it. For example, you would click FirstName in the drop-down menu if you wanted to insert a tag for contacts' first names.

Add other information where necessary. This might include contacts' addresses, last names, phone numbers, and so on.

Click Finish & Merge. It's in the far-right side of the Mailings tab's toolbar. This prompts a drop-down menu.

Select a merge option. Click one of the following: Edit Individual Documents - Opens each recipient's document, allowing you to personalize further the documents. Print Documents... - Allows you to print out a copy of your document for each individual listed in your contact sheet. Send Email Messages... - Allows you to send out the documents as emails. The contacts' email addresses will be selected as the destination email addresses.

Follow the on-screen instructions. Depending on your selected option, you will have an additional form to review (for example, if you selected Email, you'll have to enter a subject and then click OK). Doing so will complete the mail merge process.