Data merge from excel to word8/13/2023 ![]() In the Mail Merge Recipients dialog box, review and customize the contents of the file. In the Select Data Source dialog box, specify the data file that you created in Access, and then click Open.įollow the instructions in any dialog boxes that follow. In step 3 of the Mail Merge pane, under Use an existing list, click Browse or Edit recipient list. In Word, if the Mail Merge pane is not displayed, on the Mailings tab, in the Start Mail Merge group, click the arrow under Start Mail Merge, and then click Step by Step Mail Merge Wizard. ![]() In Access, in the Navigation Pane, select the table or query that you want to use, and on the External Data tab, in the Export group, click the format you want to export to, and then follow the instructions. If you have not already exported the table or query, do so. For example, you can export the table or query from Access to an ODBC database, a Microsoft Excel file, a text file, or any other file format that is compatible with Word, and then link to the resulting file by using the Word Mail Merge Wizard. You can specify a table or query as a data source in additional ways. Other ways to use a table or query as the data source Follow the remaining instructions in the Mail Merge pane, and in step 5, click Next: Complete the merge. Click OK to continue.Ĭlick Next: Write your letter to continue. You can filter, sort, and validate the data. Under Select recipients, note that Use an existing list is selected, and the name of your data source is displayed under Use an existing list.Ĭlick Edit recipient list if you want to customize the contents of the table or query. Because you started the wizard from Access, this link is created automatically. In step 3, you create the link between the data source in Access and the Word document. ![]() In step 2, click Next: Select recipients. In the Mail Merge pane, under Select document type, click Letters and then click Next: Starting document to continue to step 2. Depending on your choice, Word opens either the document you specified or a new document. If you chose to link to an existing document, in the Select Microsoft Word Document dialog box, locate and select the file, and then click Open. Select whether you want to create the link in an existing document or in a new document, and then click OK. The Microsoft Word Mail Merge Wizard starts. On the External Data tab, in the Export group, click Word Merge. Open the source database, and in the Navigation Pane, select the table or query that you want use as the mail merge data source. For step-by-step information about how to set up a mail merge process, see Microsoft Word Help. This topic covers the process for writing letters. This topic explains how to start the Mail Merge Wizard from Access and create a direct link between a table or query and a Microsoft Word document. This wizard is also available from Access, and lets you set up a mail merge process that uses a table or query in an Access database as the data source for form letters, e-mail messages, mailing labels, envelopes, or directories. ![]() You can create a mail merge operation by using the Microsoft Word Mail Merge Wizard.
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