We help IT Professionals succeed at work.

Create a button in Excel that create a mail merge in Word

I have a list in Excel that I add to each day. A few times a month I take this list and create a mail merge in Word. Is there a way to automate this process with some kind of button in Excel where I click on this button, it then creates the mail merge for me in Word? It would also be nice it the merge in Word remembered my format. I basically print 2 addresses per 8 1/2 x 11 sheet of paper. I cut the 8 1/2 x 11 sheet in half. So one address is at the top and the other is on the bottom half. I am just trying to find ways to make the mail merge be a little more automated. Any ideas? Thanks!
Watch Question


My spreadsheet with address has these columns...if it helps:
CustomerName, Address1, Address2, City, State, Zip
Finance Analyst
Why not just set up the merge document in Word and start the process from the saved Word document.

Probably easiest in Word if you set up a table with two cells with the merge fields in the necessary format.

Additions to the list in Excel will be automatically recognised when you refresh the data link in Word.

Rob H


Thanks Rob! So how do I setup that data link?
Rob HensonFinance Analyst

Use the Mail Merge wizard in Word to create the document, one step of which will be to define data source.
Martin Liss"There is still no cure for the common birthday." ~John Glenn
Most Valuable Expert 2017
Distinguished Expert 2018

I've requested that this question be closed as follows:

Accepted answer: 500 points for Rob Henson's comment #a40656098

for the following reason:

This question has been classified as abandoned and is closed as part of the Cleanup Program. See the recommendation for more details.