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As you click, new records are injected into your document. You do this in step five by clicking on the View Merged Data icon and clicking the right or left arrow buttons to move through the forms. If you like, you can preview your form letter to make sure it’s constructed properly. Once you’ve selected the groups you want to include, click OK. In this specific case you choose groups of Address Book recipients. Click Options and a Query Options window appears. In step four you determine which of your recipients are merged into the letter. Drag the appropriate data types to their proper place in your form letter. Here you’ll find common data types including first name, last name, address, phone number, and e-mail address. 3) In each iteration, copy every source cell to the mapped destination cell, then save the template as it’s own XLS file and publish it to PDF. 1) Create a mapping between the source data and the destination (template) cells. Return to the Mail Merge Manager window and click the third step. Re: Using mail merge in excel without word You do need basic VBA skills though. Now start constructing your form letter, leaving spaces where you want to merge your data. For our purposes, choose Apple Address Book. Your options include New Data Source, Open Data Source, Office Address Book (the one found in Outlook), Apple Address Book (Apple’s Address Book application), and FileMaker Pro. In the second step click on Get List and choose the source for the data that will be inserted into your form letter-names, addresses, and phone numbers, for example.
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