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How to setup a MS Word Mail Merge

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  • How to setup a MS Word Mail Merge

    What an I doing wrong? I export my customer list but cant create a mail merge file in word? Help please! :confused:

  • #2
    I find it is easiest if you have the mail merge toolbar open in Word to do this. So after saving your export as a CSV of Excel file click on View -> Toolbars -> Mail Merge.

    Next click on the Open Data Source button/icon which looks like a little spreadsheet.

    Once you have the data source open it is just a matter of inserting the merged fields and then doing the merge. If you want more detailed instructions the help in Word has pretty straightforward instructions.

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