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Before you Mail Merge using Excel, make sure your worksheet is in good shape

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in Excel Training,Word Tips

Before you Mail Merge using Excel, make sure your worksheet is in good shape.

First, to make it easier to identify the right list, name your worksheet. Simply double-click on the worksheet tab and type a name like customers, recipients, vendors, etc.

Next, label each column of information—for example, first name, last name, address, city, state, ZIP. If your data are combined in a single column, such as First Name and Last Name, use Text to Columns or text functions like Left, Right and Mid to get each piece of information into its own column.

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