Printing labels from an Excel spreadsheet can streamline mass mailings to your contacts. By leveraging Microsoft Word's Mail Merge feature, you can seamlessly transform your Excel data into printable labels.
Create and Prepare Your Excel Mailing List
Begin by organizing your contact information in Excel. Ensure each piece of data is in its own column with appropriate headers. For mailing labels, typical column headers might include:
- First Name
- Last Name
- Street Address
- City
- State
- ZIP Code
For example, your spreadsheet should look like this:
Ensure there are no empty rows or columns in your data, as this could disrupt the mail merge process. Once your data is organized, save the workbook.
Assign a Name to Your Data Set
To simplify the mail merge, it's helpful to name your range of data:
Step 1: Highlight all your data, including the headers.
Step 2: Navigate to the Formulas
tab and select Define Name
in the Defined Names group.
Step 3: In the dialog box, enter a name for your data range (e.g., Customer_Mailing_List
) without spaces or hyphens, and click OK
.
Configure Word to Recognize Excel Data
To ensure Word can connect to your Excel file, you may need to adjust a setting:
Step 1: Open Microsoft Word and click on the File
tab, then select Options
at the bottom of the left panel.
Step 2: In the Word Options window, select Advanced
. Scroll down to the General section and check the box next to Confirm file format conversion on open
. Click OK
.
Set Up Your Label Document in Word
Now, prepare your Word document to receive the Excel data:
Step 1: Open a new blank Word document. Go to the Mailings
tab and click on Start Mail Merge
, then select Labels
from the dropdown menu.
Step 2: In the Label Options window, choose your label vendor and product number that matches your label sheets. For instance, select 3M
as the vendor if you're using their labels.
Step 3: If necessary, click on Details
to adjust the label dimensions and margins to match your labels. After making adjustments, click OK
.
After setting up, your Word document will display a grid representing your labels:
Link Your Excel Data to Word Labels
Connect your Excel mailing list to the Word labels:
Step 1: In Word, go to the Mailings
tab and select Select Recipients
, then choose Use an Existing List
.
Step 2: Locate and select your Excel file, then click Open
.
Step 3: If prompted with the Confirm Data Source dialog, select OLE DB Database Files
and click OK
.
Step 4: In the Select Table window, choose the named range (e.g., Customer_Mailing_List
) or the worksheet containing your data, and click OK
.
You'll notice that your label grid now displays «Next Record»
placeholders, indicating that Word is ready to merge your data.
Modify Your Recipient List (Optional)
If you need to refine who will receive labels:
Step 1: Click on Edit Recipient List
in the Mailings
tab.
Step 2: In the Mail Merge Recipients window, deselect any recipients you wish to exclude by unchecking the boxes next to their names. Click OK
when finished.
Insert Merge Fields into Labels
Now, add the placeholders to your labels that will be replaced with your Excel data:
Step 1: Place your cursor in the first label. Go to the Mailings
tab and click on Address Block
in the Write & Insert Fields group.
Step 2: In the Insert Address Block dialog, choose the format for recipient names and addresses as you'd like them to appear. Preview the result in the provided window, then click OK
.
If some address elements aren't showing correctly, you may need to match your Excel columns to the required fields:
Step 3: In the same dialog, click on Match Fields
. Ensure each required field matches the appropriate column from your Excel file. Use the dropdowns to adjust as necessary. Click OK
when done.
Step 4: After matching, the «AddressBlock»
placeholder will appear in your first label.
Step 5: To apply this to all labels, click on Update Labels
in the Mailings
tab. This copies the format to every label on the page.
Note: Ensure that «Next Record»
appears before the «AddressBlock»
in all but the first label. This tells Word to use the next recipient's data for each subsequent label.
Preview and Complete the Mail Merge
Before finalizing, preview how your labels will look:
Step 1: Click on Preview Results
in the Mailings
tab. You can navigate through the records using the arrow buttons next to the preview option.
Step 2: If you wish to adjust the font style or size, do so now in the Home
tab. To ensure all labels have the same formatting, click Update Labels
again after making changes.
Step 3: Once satisfied, go to Finish & Merge
in the Mailings
tab and select Edit Individual Documents
from the dropdown.
Step 4: In the Merge to New Document dialog, choose All
to merge all records, then click OK
.
Word will generate a new document containing all your labels populated with the data from your Excel spreadsheet. You can make final adjustments here if needed.
Add Borders to Your Labels (Optional)
Adding borders can make it easier to cut out your labels:
Step 1: In the new document with your labels, click on the plus sign (+) icon that appears in the top-left corner of the label grid to select all labels.
Step 2: Once all labels are selected, go to the Home
tab. Click on the Borders
icon in the Paragraph
group and select All Borders
from the dropdown menu.
Your labels will now display borders, making them easier to cut.
With your labels finalized, you're ready to print them out, apply them to your mailings, and send them off.
Member discussion