Mail Merge Letters Using Excel
Budget: $10 – $30 USD
I need a Microsoft Word mail merge set up so I can produce personalised letters from an existing Excel spreadsheet. The data file is already cleaned and organised in tabular form; what I am missing is an efficient, repeatable merge process and a professional-looking letter template that automatically pulls the correct fields.
Here is what I expect:
• A Word template with all merge fields correctly mapped to the columns in my spreadsheet.
• Clear, concise instructions (or a short screen-share walkthrough) so I can update the Excel file and re-run the merge on my own whenever new records are added.
• Verification that the final merged letters display names, addresses and any additional variables exactly as intended, without formatting glitches.
If you are comfortable troubleshooting common mail-merge quirks—such as number/date formatting or selective record filtering—that will be a plus, but the core deliverable is the working merge and template. Let me know how quickly you can turn this around and what you’ll need from my side to get started.
Here is what I expect:
• A Word template with all merge fields correctly mapped to the columns in my spreadsheet.
• Clear, concise instructions (or a short screen-share walkthrough) so I can update the Excel file and re-run the merge on my own whenever new records are added.
• Verification that the final merged letters display names, addresses and any additional variables exactly as intended, without formatting glitches.
If you are comfortable troubleshooting common mail-merge quirks—such as number/date formatting or selective record filtering—that will be a plus, but the core deliverable is the working merge and template. Let me know how quickly you can turn this around and what you’ll need from my side to get started.