On the Mailings tab, choose the ‘Start Mail Merge’ button, a list of different types of documents will drop down (i.e. In Word, open the existing file and press the ‘Mailings’ tab in the main menu. When creating a mail merge you have the ability to use an existing document/letter.
Changes or additions to your spreadsheet are completed before it’s connected to your mail merge document in Word. The Excel spreadsheet to be used in the mail merge is stored on your local computer. All data entries with percentages, currencies, and zip codes are correctly formatted in the spreadsheet so that Word can properly read their values. All data to be merged is present in the first sheet of your spreadsheet. Make sure the column names on your spreadsheet match the field names you want to insert in your mail merge. Here are some tips to prepare your data for a mail merge: You’ll use your Excel spreadsheet as the data source for your recipient list. The most important step in the mail merge process is to set up and prepare your data. If you have a different version of Word, there may be some slight differences however, the same basic program flow should apply. NOTE: The examples shown below contain sample screen shots from Microsoft Word 2016. 
There are three documents involved in the mail merge process:
Performing a Mail Merge is a great way to generate personalized letters or emails.
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