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1. Making word templates using excel data merge how to#
2. Making word templates using excel data merge full#
3. Making word templates using excel data merge download#

To preview what this will look like, select Preview Results from the Mailings tab. You just need to import the desired one from the drop-down menu.įilling out the table with the relevant headers will look something like this. For this dataset, you can auto-import ID, First Name, Last Name, Nationality, Field, and Invented/Discovered data into the Word file. The sub-steps described in the above step can be repeated for all the data you want to auto populate Word document from Excel. Step 8: Repeat the Above Step as Many Times as You Need In the field of > all the first names and in the field of > all the last names will be iterated. Repeat the same process, but this time select Last_Name from the drop-down menu to enter the last name.īy doing so you will have something like this in your Word file.From the drop-down list, select First_Name.In the Write and Insert Field group, you can find the Insert Merge Field Click on the arrow beside it.Then go to the Mailings tab in your ribbon.First, select the position you want to put it in.

Making word templates using excel data merge how to#

Follow these steps to know how to do this. To do that you need to put in the First Name and Last Name consecutively.

Making word templates using excel data merge full#

Let’s say you want the full name in the header. What you have to do now is insert the merge field to insert the data in the desired position. If you have completed the above steps, you are good to go to auto populate the Word document from Excel.

How to Copy Only Text from Excel to Word (3 Quick Methods).Copy from Excel to Word Without Losing Formatting (4 Easy Ways).Read More: How to Insert an Excel Spreadsheet into Word (4 Easy Methods) I have headers on my dataset so I have checked as you can see from the figure. Then check the First row of data containing column headers if you have headers in your dataset. In this file, I have only one named Dataset. If you have multiple spreadsheets within one Excel file, carefully select the one you want to export from. Now navigate to your Excel file and select it. Click on Select Recipients and then select Use an Existing List from the drop-down menu.Ī Select Data Source window will pop up. Now, under the tab, you can find the Start Mail Merge group. Step 4: Select the Excel Sheet as Recipient In the Word document, select the Mailings tab from your ribbon. Read More: How to Insert Excel Table into Word (8 Easy Ways) This is the portion that will remain unchanged for all the iterations. I have created the following table to put all the information separately for an easier understanding. Now, go to your Word document and create the template before you want to automate the data. You can have multiple sheets in your Excel file, but can only use one sheet to auto populate Word document from Excel. For demonstration, I am using the following dataset. If you have one, make sure the table/dataset starts at cell A1.

Making word templates using excel data merge download#

To practice, you can try out the one given in the download box above. Here is a detailed step-by-step guide.Ĭreate an Excel file with the dataset if you don’t have one already. I will be going through all the steps in detail so that anybody can understand regardless of their Excel knowledge. In order to do this you need an Excel file to import data from, and the Word file you are writing your data into.

Step-by-Step Procedure to Auto Populate Word Document from Excel