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• Jul 23, 2017  In this post, we will see how to mail merge Excel to Word.Let’s say you have data in Excel file, and you want to create multiple Word documents from that, each individualized based on data from Excel, then this tutorial will help you do that.
• Nov 14, 2019  Using the Mail Merge Feature in Microsoft Word 2016 for Mac. Mail merge is not just for documents; you can use it for brochures, newsletters, or materials for mass mailings.

1. Excel To Word Mail Merge
2. Mail Merge Microsoft Word Labels

When you perform a mail merge, Word inserts the records from a data source, or recipients list, into your main document. A recipients list for a mail merge operation can be an Excel sheet, the Office Address Book, a FileMaker Pro database, a Word document, or a delimited text file. These steps use an Excel spreadsheet as the data source for the labels. The merge creates labels with the human readable name and address, and a Code 128 barcode underneath with first name, last name, and city for machine reading. The field names are unique to whatever Excel data source you're using. The ones here are just examples.

Summary

This article demonstrates how to create and manipulate a Microsoft Word document using Automation from Microsoft Visual C++ and Microsoft Foundation Classes (MFC).

More Information

This article parallels a Microsoft Knowledge Base article that describes the same process using Microsoft Visual Basic.

Building the automation sample

1. With Microsoft Developer Studio, start a new 'MFC AppWizard (exe)' project named 'AutoProject.'

2. In step 1 of the MFC AppWizard, choose 'Dialog Based' for the application type and then click Finish.

   The New Project Information dialog box appears and indicates that the Classes to be created include:

   Click OK to create the project.

3. The Dialog box 'IDD_AUTOPROJECT_DIALOG' opens in the Visual Studio design/edit area. Modify it according to the instructions in the next two steps.

4. Remove the Label control (IDC_STATIC) and the Cancel button (IDCANCEL).

5. Change the name of the OK button to 'IDRUN' and the caption to 'Run.' Close the AutoProject.rc dialog box design form.

6. Click ClassWizard on the View menu (or press CTRL+W).

7. Select the Message Maps tab. Select IDRUN in the Object Ids list box and select 'BN_CLICKED' in the Messages list box. Click Add Function and accept the function name 'OnRun'. Click OK to close the ClassWizard.

   NOTE:** This step adds a declaration for the function member 'OnRun();' to the header file named AutoProjectDLG.h. This step also adds an empty skeleton message handler function named CAutoProjectDlg::OnRun() to the file named AutoProjectDLG.cpp.

8. Click ClassWizard on the View menu (or press CTRL+W).

9. Select the Automation tab. Click Add Class and choose 'From a type library.' Navigate to select the object library for the application you wish to automate (for this example, if you are automating Excel 97, choose the Microsoft Excel 8.0 Object Library; the default location is C:Program FilesMicrosoft OfficeOfficeExcel8.olb).

   If you are automating Microsoft Excel 2000, choose Microsoft Excel 9.0 Object Library for which the default location is the C:Program FilesMicrosoft OfficeOfficeExcel9.olb.

   Oct 07, 2015  To verify that Office for Mac 2011 14.1.0 is installed on your computer, follow these steps: On the Go menu, click Applications. Open the Microsoft Office 2011 folder, and then start any Office application. (For example, start Microsoft Word). On the application menu, click About. Nov 10, 2014  To verify that the computer meets this prerequisite, click About This Mac on the Apple menu. To verify that Office for Mac 2011 14.1.0 is installed on your computer, follow these steps: On the Go menu, click Applications. Open the Microsoft Office 2011 folder, and then start any Office application. (For example, start Microsoft Word). Mar 06, 2017  This step might have been performed for you. In the Microsoft Office 2011 14.7.2 Update volume window, double-click the Office 2011 14.7.2 Update application to start the update process, and then follow the instructions on the screen. If the installation finishes successfully, you can remove the update installer from your hard disk. Microsoft office 2011 update 15.0.

   If you are automating Microsoft Excel 2002 and Microsoft Office Excel 2003, the object library is embedded in the file Excel.exe. The default location for Excel.exe in Office 2002 is C:program FilesMicrosoft OfficeOffice10Excel.exe. The default location for Excel.exe in Office 2003 is C:program FilesMicrosoft OfficeOffice11Excel.exe. Once you have selected the appropriate object library, click Open. Select all classes in the Confirm Classes list, and then click OK.

   NOTE The list box in the Confirm Classes dialog box contains all of the IDispatch interfaces (which are virtually identical to classes) in the Microsoft Excel type library. In the lower half of the dialog box you will see that an Implementation file named Excel8.cpp contains generated class wrappers derived from ColeDispatchDriver(), and the appropriate declaration header file is named Excel8.h. (For Excel 2002 and Excel 2003, the files are named Excel.cpp and Excel.h.)

   Note Choose the correct type library for the version of Word you are automating. See the references section below for information on finding the correctly type library.

10. Click OK to close the MFC ClassWizard dialog box.

11. Add the following code to the CAutoProjectApp::InitInstance() function, which loads and enables the COM services library:

12. Add the following line to the #include statements at the top of the AutoProject.cpp program file:

13. Add the include statement for the header file that was created above (either msword8.h, msword9.h or msword.h) in AutoProjectDlg.cpp after the include statement for stdafx.h. An example for Word 97 would be:

14. Add Automation code to the CAutoProjectDlg::OnRun method so that it appears as shown below:

15. Insert the following code above in the code that is given in step 3:

16. Compile and run your program. Click the Run button, and Microsoft Word should start and display a sample letter. Note that some methods have changed with Word 2000 and Word 2002. For more information on these changes, see the 'References' section.

References

Notes for automating Microsoft Word 2000 and Microsoft Word 2002

Some methods and properties have changed for Microsoft Word 2000 and Microsoft Word 2002.

For more information about Office Automation, visit the Microsoft Office Development support site at: Microsoft Support

You can use an Excel workbook as your Word 2011 mail merge data source in Office 2011 for Mac. Get ready by preparing an Excel workbook with a data range or table that’s set up as a mailing list and a new, blank document in Word.

Excel To Word Mail Merge

To make labels from Excel or another database, take the following steps:

Mail Merge Microsoft Word Labels

1. In the Mail Merge Manager, click Select Document Type and then choose Create New→Labels.

2. From the Label Products pop-up menu, choose the product.

3. From the Product Number list, select the correct number for your labels.

4. Click OK to close the Label Options dialog.

   A table appears. Don’t make any adjustments to the table or click in the table. The insertion cursor should be blinking in the upper-leftmost cell, which will be the only empty cell in the table. You may have to drag the bottom scroll bar to see the blinking cursor. Section 1 of Mail Merge Manager now displays the name of the Main Document and which type of merge you’re performing.

5. In the Mail Merge Manager, click Select Recipients List and then choose Get List→Open Data Source.

6. Navigate to the Excel (.xlsx) workbook you’re using as the data source and click Open.

7. Select the worksheet or range that has the names and addresses for the data source, and then click OK.

   Your Word mail merge document is now linked to the worksheet or data range data source in the Excel workbook. The Edit Labels dialog appears.

8. In the Mail Merge Manager, click Edit Labels.

   When the Edit Labels dialog opens, you see an empty Sample Label with a blinking insertion cursor.

9. Click the Insert Merge Field pop-up menu and choose the field that will be on the left of the top row of the label.

10. To add more lines to your label, press Return or Enter and then select another field from the Insert Merge Field pop-up menu.

    Do not click the Insert Postal Bar Code button. The U.S. Post Office changed how it generates postal bar codes, and Word doesn’t conform to the new specification.

11. Click OK to close the Edit Labels dialog.

    You return to your Word document, and your table grid is now filled with a whole bunch of field names in chevrons. Step 3 of Mail Merge Manager opens, but don’t use anything from Mail Merge Manager Step 3 because the Edit Labels dialog takes care of inserting placeholders when making mail merge labels. Step 2 of Mail Merge Manager now shows the filename of the data source document.

12. (Optional) In the Mail Merge Manager, click Filter Recipients.

    Filter data and order records.

13. In the Mail Merge Manager, click Preview Results.

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14. In the Mail Merge Manager, click Complete Merge.

    You’re done!