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#4: Prepare Your DataĪlthough Word does a good job of displaying the data where you want it (provided you’ve matched up the fields in the right way), it doesn’t include tools for doing things like grouping your data into subsets. So what kind of end product do you want to send? Know before you begin creating your project what the outcome will be, and that will help guide you in your formatting and the types of information you include in the merge. You can create labels, letters, envelopes, email messages, and a directory, which lists your data records one after another. Word gives you the option of creating a number of different merge documents.
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If you find an updated template, download it to your computer and save it in the C:\Users\\AppData\Roaming\Microsoft folder, so Word will know where to find it. You can go to the label manufacturer’s site and search for the specific labels you seek. If you don’t see the template of the merge document you need, you can try going outside of Word 2013 and searching online for the template you’re looking for. Word displays a collection of current templates you can then click and download to your computer.įigure 1 Word 2013 includes many different merge templates you can tweak to fit your merge project needs. If you want to find label templates, type labels in the search box. Start by launching Word 2013 and in the Start screen, type merge in the search box, and tap or click Search ( Figure 1). Word 2013 comes with a number of mail merge templates you may be able to use or adapt to fit your merge project, whether you’re creating customer letters, mailing labels, or customized documents using product information and other variable data.
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And you’ll even learn how to save it all and use it again so you don’t have to start from scratch next time. This article offers a number of tips and tricks to help you put together, merge, and troubleshoot your merge projects without a lot of hassle. And if you work with huge data lists with lots of data fields that you need to include somewhere-on the letter, on the form, on the labels-you may be tied up in knots about how to get all the fields you need into the space you’ve got.
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If mail merging isn’t something you do often, you may find yourself struggling to remember what goes where, when. When you mention the words “mail merge” to Word users, the majority of them groan.