Make sure the column names on your spreadsheet match the field names you want to insert in your mail merge. Here are some tips to prepare your data for a mail merge: You’ll use your Excel spreadsheet as the data source for your recipient list. The most important step in the mail merge process is to set up and prepare your data. If you have a different version of Word, there may be some slight differences however, the same basic program flow should apply. NOTE: The examples shown below contain sample screen shots from Microsoft Word 2016. There are three documents involved in the mail merge process: Performing a Mail Merge is a great way to generate personalized letters or emails.
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