How to Do a Mail Merge from Excel for Labels: A Step-by-Step Guide

Are you tired of manually creating labels for your products or inventory? Do you need a more efficient way to produce high-quality labels with precise information? Look no further than mail merge from Excel for labels. In this article, we'll walk you through the process of using an Excel CSV file to create custom labels for your store.

First, let's address some important notes that might be helpful in understanding how to do a mail merge from Excel for labels. When working with formulas in Word, it's essential to keep in mind that the formula result for the last label only persists through the rest of the labels on that page. This means that if you have multiple lines of data on each label, such as item number, receipt alias, size, and retail or promo price, the first three labels will show the correct data, but the rest will be blank.

To overcome this issue, you can use an IF formula in Word to check whether a PROMO PRICE column is blank (empty) or not. If it's empty, the formula should display the RETAIL price instead. This ensures that your labels accurately reflect the prices of your products.

Now, let's talk about how to set up your Excel CSV file for mail merge. The file should contain text data in a format that can be easily imported into Word. Make sure all cells within the range are formatted as straight text.

Once you have your Excel CSV file ready, you can start creating your labels using the mail merge feature in Word. To do this:

1. Open your Word document and go to the Mailings tab.

2. Click on Start Mail Merge and select Labels from the drop-down menu.

3. Choose your label size and arrangement (e.g., 3 rows of 6 labels per page).

4. Go back to the Mailings tab and click on Select Recipients.

5. Choose your Excel CSV file as the data source.

6. Click on Finish & Merge to create your labels.

As you can see, creating custom labels with mail merge from Excel is a relatively straightforward process that requires some basic knowledge of formulas and formatting in Word and Excel. By following these steps and taking note of the important considerations mentioned above, you'll be able to produce high-quality labels for your store in no time.

For more information on how to do a mail merge from Excel for labels, or if you have any questions about this process, feel free to ask in the comments below!

How to do a mail merge from excel for labels