My customer data resides in Sheet 1 so I will select that one and click OK.

Each letter has the same kind of information, yet the customer content is unique typically provided by a data source.

The data source could be in many formats including text file, Microsoft Excel, Microsoft Access, SQL server 2008, Oracle, etc.

Today we will look at the procedure of using mail merge in Microsoft Word 2007 with data from Microsoft Excel 2007.

First of all browse to the Mailings Tab which can be found next to the Review Tab.

When you click on it, you will see something similar to the screen shot below.

In my case I have written a generic form letter that I will be sending to all of our customers.

Ive added my address information, the annual sale specifics and a few closing remarks.

What I need to do is add unique customer information and a greeting line to the body of each letter.

Before I get started I also need the customer data from Microsoft Excel 2007.

Right below is a screen shot of the data that I will be using for my mail merge example.

Also notice that the data resides in Sheet 1 of the Excel workbook.

Go to the Start Mail Merge group under the Mailings Tab to start the mail merge process.

Select Start Mail Merge command and then choose Step by Step Mail Merge Wizard.

I would highly recommend using this option if you are new to mail merge.

This will launch the Mail Merge wizard which is a six step process.

In the first step, you have to select what type of document will you be working with.

You can see the wizard on the right side of the document as shown below in the red rectangle.

In the next step you have to select which letter you will use for the mail merge.

Im just going to use my current letter that I started with and then click Next.

In step three I have to select a data source for my customer list.

For our demo, I am going to use a list from Microsoft Excel as was mentioned earlier.

So I will choose Use an existing list and then click on Browse.

This will launch a new dialog box where I will find my customer data file in Documents folder.

Mail Merge In Office 2011