How to do a mail merge in Word and Excelġ. In addition, you'll create a mail merge template in Word - this is a document that includes the boilerplate text you want to be the same for every recipient as well as the placeholder for the data that Word will insert from the Excel data file. This is simply a table that includes the information you want to merge - usually names and addresses, though you can merge data about anything. First, you'll need the data file in Excel. To mail merge a document - like a letter, envelope, printing label, or email - all you need is Microsoft Word and Excel, plus all the names and addresses you want to merge. It's surprisingly easy to set up a mail merge, which lets you create seemingly personalized communication for a large number of recipients without creating each message by hand. Visit Insider's Tech Reference library for more stories.
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