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#How to create a mail merge from excel spreadsheet how to#
#How to create a mail merge from excel spreadsheet full#

All data entries with percentages, currencies, and zip codes are correctly formatted in the spreadsheet so that Word can properly read their values.

All data to be merged is present in the first sheet of your spreadsheet.

Make sure the column names on your spreadsheet match the field names you want to insert in your mail merge.

Here are some tips to prepare your data for a mail merge:

You’ll use your Excel spreadsheet as the data source for your recipient list. NOTE: The most important step in the mail merge process is to set up and prepare your data. In my case, I am using Google Chrome so I see the file appear in the bottom left corner which I click and get a message from Excel asking me to confirm that I want to open the file. Each web browser has a different way of making the file available to you. Once you determine the record set you want to export just click the ‘Export’ pulldown and choose ‘Excel-CSV’.Īfter a few seconds the file will be created. You can export your entire list or perform some sort of search to limit the records on the list (the export always includes the records that appear in the list below). It is extremely easy and the same process regardless of what list you are exporting.įirst, determine which records you want to export. The first thing you will need to do is export your data from ClientLook that you would like to use in your mail merge.

#How to create a mail merge from excel spreadsheet how to#

Step 1: How to export contacts from ClientLook to Excel If you have a different version of Word, there may be some slight differences however, the same basic program flow should apply. NOTE: The examples shown below contain sample screen shots from Microsoft Word 2016. There are three documents involved in the mail merge process: These documents have identical layout, formatting, text, and graphics. Mail merge is used to create multiple documents at once, so it’s a time-saving feature.

Performing a Mail Merge is a great way automatically generate letters, postcards, emails, flyers and countless other marketing materials to keep in touch with your current and prospective clients. Finding new clients can be grueling, but once you get a new prospective client, keeping your commercial real estate software updated and consistently communicating with your new prospective clients are key.

#How to create a mail merge from excel spreadsheet full#

In addition, trying to keep your pipeline full and finding new clients is a never-ending endeavor. Whether you are negotiating a deal, touring a property, or doing a presentation, your time is a valuable commodity. How To Perform A Mail Merge In Word Using An Excel SpreadsheetĪs a commercial real estate professional you spend a lot of time with clients. Find out how to syndicate your content with theBrokerList. This post originally appeared on Marketplace Advertiser, ClientLook and is republished with permission.