Mail Merge Directions

*These directions assume that the data you’re importing is from Excel.  Remember to use a heading row in line 1 of the Excel workbook.  It’s best to have each field separate (first name, last name, address, city, state, ZIP) so that you have more control over how you import the data into Word.

Tools – Mail Merge

Click Create under Step 1

Click Mailing Labels

Click Active Window

Click Get Data under Step 2

Click Open Data Source

Navigate to desired directory

Change files of type to MS Excel Worksheets

Click on name of file

Click Open

Click OK to select entire spreadsheet

Click Set Up Main Document

Choose desired type of label under Product Number and click OK

Click Insert Merge Field

Click name of first field – remember to put spaces between first name and last name and continue clicking name of field to add additional fields – hit enter to put merge fields on the next line (name on one line, address on next line, city & state on next line)

Click Merge under Step 3

Click Merge