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Preparing Excel spreadsheet for mail merge The goal of the mail merge is to combine the data in File 1 and File 2 to create File 3. The final Word document with personalized letters, emails, labels, or envelopes.Word document with codes for the personalized fields.Excel source file with information about the recipients such as names, addresses, emails, etc.To get a grasp of the basics, you can think of it in terms of 3 documents. Prepare Excel spreadsheet for Mail MergeĪ mail merge may look like a daunting task, but in fact the process is pretty simple.This tutorial provides an overview of the main features and explains how to do a mail merge from Excel step-by-step. It lets you quickly create custom letters, emails or mailing labels in Word by merging the information you already have in your Excel spreadsheet. Mail Merge can be a real time-saver when it comes to sending mass mailings. This end-to-end tutorial will teach you how to effectively mail merge in Word using an Excel sheet as the data source.