If the path is correct, click Next.Ģ-Export to a file and save exported file as (your filename). The fourth Export to a File dialog window appears and displays the path (folders and filename) of the new file’s location. Browse to the folder(s) where you want this file saved, and then click OK. In the third Export to a File dialog window, under Save Exported File As, enter a filename, then click Browse to enter the location for this file (such as C:UsersOwnerDocuments…).
Open Outlook, then export your contacts to a Comma Separated Values (CSV) file. In the following (second) Export to a File dialog window, under Select Folder to Export From, choose Contacts, then click Next. In the first Export to a File dialog window, under Create a File Type, choose Comma Separated Values (CSV), then click Next. In the Import and Export Wizard dialog window, choose Export to a File, then click Next. From the Contacts screen, click File > Open & Export > Import/Export. Open Outlook, then open your Address Book/Contacts folder (click the people icon at the bottom of the left panel).
#How to mail merge on mac outlook how to
Part Two covers how to maintain and manage that database, and Part Three shows how to create a document with custom merged fields from Excel, then save it as a template to reuse later. Part One of this three-part series covers how to export your contact list into Excel. The easiest, most efficient method for such a job, especially if your distribution tasks are repetitive and innumerable, is to maintain a database in Excel, updated from your Outlook contacts, and then merged with templates in Word. And, continually changing this information for each recipient, for each mass mail distribution, is a prolonged and cumbersome chore. But there aren’t enough “ custom” fields available for all the details mentioned in the first paragraph.
#How to mail merge on mac outlook plus
And, it provides many special fields for personal information such as birthdays, spouse’s name, number of children, anniversaries, etc., plus multiple addresses and phone numbers. Outlook has a substantial Mail Merge feature that permits users to create some custom fields.
For example, in addition to the standard contact information (name, address, city, state, etc.), additional custom fields might include the recipient’s skills, years of service, awards earned, salary, bonus structure, college degrees, previous employment, etc.
Regardless of whether the medium is electronic or hardcopy letters, it’s a huge, time-consuming task if the mailing list exceeds 300 contacts, and the communications contain multiple custom fields. Mail Merge is a wonderful tool for anyone who’s charged with managing and distributing a company’s communications.
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