This brings you back to the “Envelopes and Labels” dialogue box.
So, in the “Label Options” dialogue box, select the appropriate Avery template number and hit “OK”.ĥ. For this example, I’ll be using Avery Shipping Labels, template #8163. The next part is where we choose the labels that we’re using. When the “Envelopes and Labels” dialogue box opens, locate the “Options” button and click on it.Ĥ. Next, click the labels button located on the top left of the “Mailings” menu.ģ. Open Microsoft Word and click the “Mailings” tab at the top.Ģ. Now that the list of recipients has been created, the second step is to create the labels template.ġ. Your excel spreadsheet should look like this (with the exception of the specific recipient information: When finished, save your spreadsheet with a name and in a place you’ll be able to locate easily later (I prefer the desktop). Now that the column headings are set, fill in the appropriate information for each of the people you are creating a label for. Likewise type City, State and Zip in the fourth, fifth and sixth cell respectively.
The first row will be the column headings, so in the first cell type the word First, in the next cell type Last and in the third cell of the first row, type Address. Since we’re creating mailing labels, the data we will be merging will be first name, last name, and address.Ģ. (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
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