To change, simply click on the downward arrow and select the correct field name. Make sure all fields in the right-hand column match with the left-hand column. Once you click open, your document will be set up to add your contacts.īefore we move forward with the merge, you will need to make sure all fields are mapped correctly. Another dialog box will appear asking you where to save your new list. When done, hit OK.Īfter you have completed adding people to your new list, click OK.
To type a new list: Click in the first field and begin typing and tabbing through each field.I’m going to use my generic existing list. If you don’t have a list you can create one by using the Type a New List feature, or even choose from Outlook Contacts. Next, click on Select Recipients > Use an Existing List. Once you click OK, your label template will appear. Scroll through the list and select the label number that corresponds to what is listed on the package. Note, Avery can be quite expensive if you need to, you can purchase the store brand which will have the equivalent to an Avery label listed on the package. Avery Labels are the standard on the market, and Microsoft Word will include those formats in the list. At the top toolbar ribbon, click on Mailings > Start Mail Merge > Labels (or Letters, E-mail Messages, or Envelopes).Ī new dialog box will appear to select the size of the label you want to create and print. Next, open a new document or your form letter.
The merge will not work with your typical XLS format.
Wherever your data source is coming from, either ERP or CRM, make sure you SAVE AS a CSV file (comma delimited). With this example, I will be creating mailing labels. C heck out this blog on how to set up a mail merge to print labels for your mailings. But after handwriting messages and stuffing envelopes, the last thing you want to do is write out address after address. With Covid still around, many people want to find a way to personalize their holiday greetings.
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