![]() Next Make sure the First Row have Header Titles such as: Name Address City State Zip Phone Email 1 Email 2 Web Page. First open Excel 2016 and open up your mail merge list. Feel free to use in Excel for Mac as well as in Excel for Windows and Excel on the web. Add characters, remove strings, split cells, extract text, trim spaces, convert symbols, change case, count chars and swap text - the tool lets you do all this quickly and accurately. ![]() ![]() When I try to pick the data source (which is an excel file) Word needs to run an excel workbook text converter to pull out the appropriate fields. I'm trying to perform mail merge on a word document from an excel spread sheet. Up to last week I could select an Excel data source file just by selecting it. For more information, see Prepare your Excel data source for mail merge in Word. Changes or additions to your spreadsheet are completed before it's connected to your mail merge document in Word. The Excel spreadsheet to be used in the mail merge is stored on your local machine. ![]()
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