How do I prepare my Excel file for Word mail merge?

[Anne]

I have exported my customer list from Peachtree and opened the .csv file into
Excel. What do I do to the file now to make it's contents flow into my
letters in Word mail merge?

 

[Gary L Brown]

Assumptions:
1) Your data is in consistant columns, ie. looks like a database
2) Assume your columns have individual headings

Actions:
1) If your data does NOT have headings, insert a row in Row 1 and put them in
2) Save the .csv as an Excel (.xls) file
3) Close the Excel file
4) Open Word
5) Go to 'Help' and enter 'Mail Merge'
6) Follow the help suggestions.
HTH,

 

[Bernard Liengme]

Look at these
http://www.mvps.org/dmcritchie/excel/mailmerg.htm

http://www.mvps.org/word/FAQs/MailMerge/CreateAMailMerge.htm

http://www.mvps.org/word/FAQs/MailMerge/CreateADataSource.

In Excel you will need to gives column names/headers/labels to each field
(FNAME for First Name, LNAME for Last name, etc) and you need to tell Word
about these names. For example, I have a field called PROV (Canadian) while
Word wants STATE so in the address fields I have to tell Word that the
last-but-one item is PROVE and the last item is PCODE not ZIP.
Best wishes