How To: Mail Merge Excel Spreadsheet to Word Document

This tutorial explains how to generate a document using an Excel Spreadsheet as the source of data. Mail Merge can be used to create multiple documents at once, each personalized by a row of data from the Excel Spreadsheet.

Once a template has been chosen, expand the Data Source section and click the Excel icon:

Drag and drop the Excel Spreadsheet file onto the page. Alternately, use the Click to Upload button to open a file browser window.

Expand the Deliver Method section and click Download to begin the document generation process.

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