Mail Merge using Microsoft Excel & Word 2008 on a Mac

Posted on October 21, 2008 by JamieBee

using Microsoft Excel & Word 2008 on a Mac. In 6 easy steps (plus a bit of prep work) you can quickly merge your Excel Data into a Word Document ready to print labels.

Preparing your Excel Document: The first row must be BOLD and have your column headers. Do not skip a row. Do not have a title row. It MUST look something like this (click image to enlarge):
Save this document somewhere so you can find it later.
Open Microsoft Word:
Under the tools menu choose the Mail Merge Manager.
This lovely little pop up will open and now in 6 easy steps you can merge your excel document and create labels.
Step 1: Select Document Type
In our example we selected Avery Labels 5160

Step 2: Select Recipients List.
Get List>> Open Data Source…
Browse until you find your Excel File that you prepared earlier and saved somewhere.By default it should select the correct information. Just make sure you are on the sheet that all your data is on. If you named your sheet the name will appear where it says “Sheet1″ in my image above.

Step 3: Insert Placeholders
Step 4: Filter Recipients
Step 5: Preview Results

I ran out of time….more will be coming soon. My girls are awake and ready for some attention. :) I will be back soon to write more. Be adventures until then! Try doing it on your own! :)