Microsoft 365: A side-by-side analysisįollow these steps to save the data in each completed form to a text file that can be imported into Excel:
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LEARN MORE: Office 365 Consumer pricing and features Figure A More about Software To demonstrate, let’s say you’ve asked employees to complete the form shown in Figure A. To avoid having to manually enter the data into a worksheet, let Excel’s Text Import wizard bring it in for you. But bringing the data into Excel can be a big chore. Word forms provide a convenient way to gather information from users or clients so that you can analyze it later. University of Wisconsin-Eau Claire 105 Garfield Avenue P.O.Editor’s note: In the video, Brandon Vigliarolo walks you through the steps of transferring data from Word forms to an Excel worksheet in Microsoft Office 365.
(Optional) If the first row of your worksheet contains headings instead of information to be included in the merge, select First row of data contains column headers If your Excel workbook has multiple worksheets, select the worksheet containing your list of recipients Using the Look in pull-down list, find and select the desired Excel file The Select Data Source dialog box appears. In the Start Mail Merge group, click SELECT RECIPIENTS » select Use Existing List. In the Start Mail Merge group, click START MAIL MERGE » select the desired document type To create a mail merge using data from an Excel table:įrom the Ribbon, select the Mailings command tab WARNING: In order for the merge to work correctly, the field names of your Excel table must begin in the top left corner of your worksheet, at cell A1. The Excel table must already exist for this option to work.įor more information about Word's Mail Merge process, refer to Mail Merge: An Overview.įor more information about creating Excel tables, refer to Creating Tables. This document provides an overview of creating a mail merge using information from an existing Excel table. This ensures that you will not have to duplicate information you already have in your Excel table to perform a mail merge. Tables (databases) created in Excel can have many uses, which include allowing you to use it to merge information into Word for large mailings. This article is based on legacy software.
(Archives) Microsoft Word 2007: Mail Merge: Using an Excel Table for Mail Merge