{"id":40,"date":"2010-08-17T16:03:35","date_gmt":"2010-08-17T21:03:35","guid":{"rendered":"http:\/\/home.lps.org\/cs2\/2010\/08\/17\/mail-merge-data-merge-labels-etc\/"},"modified":"2026-02-18T13:37:33","modified_gmt":"2026-02-18T19:37:33","slug":"mail-merge-data-merge-labels-etc","status":"publish","type":"post","link":"https:\/\/home.lps.org\/cs\/2010\/08\/17\/mail-merge-data-merge-labels-etc\/","title":{"rendered":"Mail Merge"},"content":{"rendered":"\n<h1 class=\"wp-block-heading\">Mail Merge<\/h1>\n\n\n\n<p class=\"has-text-align-left\">Microsoft Office can be used to merge data from an Excel spreadsheet with a Word document, to create letters, labels, and other products. These Mail Merges can be mass produced, yet individually customized as needed.<\/p>\n\n\n\n<p>The instructions for completing a Mail Merge vary depending upon whether you are using a Mac or Windows device. However, all of these situations have the same basic tenets, as outlined below.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>1) A Data Source<\/strong><\/h2>\n\n\n\n<p>All Mail Merges begin with a data source. Possible sources of data within LPS:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Synergy<\/li>\n\n\n\n<li>A list you create yourself<\/li>\n\n\n\n<li>Any list of data that can be opened in an Excel Spreadsheet<\/li>\n<\/ul>\n\n\n\n<p>No matter what the source of your data, you will need to download the information to your computer, open it in an Excel spreadsheet, and make any needed edits. Here are a few ideas:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Delete any columns of unnecessary data<\/li>\n\n\n\n<li>Add a header row that identifies the columns<\/li>\n\n\n\n<li>Eliminate blank rows from the sheet<\/li>\n\n\n\n<li>Look for errors that can be fixed manually<\/li>\n<\/ul>\n\n\n\n<p>When the spreadsheet is ready, save it where it is easily accessible during the Mail Merge.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>2) Assemble the Document<\/strong><\/h2>\n\n\n\n<p>Now that your spreadsheet is ready, create the document that will contain the merged data.<\/p>\n\n\n\n<p>Launch Microsoft Word.<\/p>\n\n\n\n<p>This is where the process diverges depending upon the computer you are using. On a Windows computer you will use the Mail Merge Wizard, and on a Mac you will walk through the steps in the menu bar.<\/p>\n\n\n\n<p>The steps for creating a mail merge are:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open a new Word document in the form of a letter, label, or other format<\/li>\n\n\n\n<li>Connect the document to your spreadsheet<\/li>\n\n\n\n<li>Insert the fields from your spreadsheet into the template in your document<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>3) Merge!<\/strong><\/h2>\n\n\n\n<p><span style=\"font-size: revert; color: initial; font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Oxygen-Sans, Ubuntu, Cantarell, 'Helvetica Neue', sans-serif;\">The last step will be to run the merge. This will create a new document that contains all of the data in the format you created.<\/span><br><span style=\"font-size: revert; color: initial; font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Oxygen-Sans, Ubuntu, Cantarell, 'Helvetica Neue', sans-serif;\">Save this new document to the desired location.<\/span><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>For questions or assistance with Mail Merge, please ent<span style=\"color: #000000;\">er a <a href=\"https:\/\/lps.incidentiq.com\/\">LPS Help Desk ticket<\/a><\/span>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Documentation <\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/docs.google.com\/document\/d\/1QFmZRxGomAdX24x9tTaHmdtOPk2t45zufDQMuRdpDDo\/edit\" target=\"_blank\" rel=\"noreferrer noopener\">Mail Merge for Windows<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/docs.google.com\/document\/d\/1X2XkYrKjfntSrOrWdX4vUmyYNh1khXrTSS1n8WRNwOA\/edit#\" target=\"_blank\" rel=\"noreferrer noopener\">Mail Merge for Mac<\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">&nbsp;<\/h2>\n","protected":false},"excerpt":{"rendered":"<p>Mail Merge Microsoft Office can be used to merge data from an Excel spreadsheet with a Word document, to create letters, labels, and other products. These Mail Merges can be mass produced, yet individually customized as needed. The instructions for completing a Mail Merge vary depending upon whether you are using a Mac or Windows [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"elementor_header_footer","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":false,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"enabled":false},"version":2}},"categories":[677,6,5],"tags":[93,55,103,104,52,622,54],"class_list":["post-40","post","type-post","status-publish","format-standard","hentry","category-u","category-topics","category-software-services","tag-as400","tag-excel","tag-labels","tag-merge","tag-microsoft","tag-ssi","tag-word"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/home.lps.org\/cs\/wp-json\/wp\/v2\/posts\/40","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/home.lps.org\/cs\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/home.lps.org\/cs\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/home.lps.org\/cs\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/home.lps.org\/cs\/wp-json\/wp\/v2\/comments?post=40"}],"version-history":[{"count":21,"href":"https:\/\/home.lps.org\/cs\/wp-json\/wp\/v2\/posts\/40\/revisions"}],"predecessor-version":[{"id":47675,"href":"https:\/\/home.lps.org\/cs\/wp-json\/wp\/v2\/posts\/40\/revisions\/47675"}],"wp:attachment":[{"href":"https:\/\/home.lps.org\/cs\/wp-json\/wp\/v2\/media?parent=40"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/home.lps.org\/cs\/wp-json\/wp\/v2\/categories?post=40"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/home.lps.org\/cs\/wp-json\/wp\/v2\/tags?post=40"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}