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Mail merge with Excel

Mail Merge With the Avery® Wizard and Microsoft® Excel®

Mail merge is so easy when you use Microsoft® Excel® and the Avery® Wizard! It’s quick and easy to personalise any Avery printable product. You can mail merge to all sorts of Avery products. Most people use mail merge for address labels, but it's not the only thing you can do! Have you ever thought of preparing your name tags for a conference with a mail merge? Or, or the delegate cards at your seminars? A busy bride to be can always use the help of mail merge for placecards for the wedding (using our business cards). Here we step you through the process for starting from Excel and then using the Avery Wizard to mail merge for labels.

Jump to Step: 1 | 2 | 3 | 4 | 5 | 6 | 7

Step 1: Get Started

  • Download and install the Avery Wizard. Make sure you have closed all Microsoft Office programmes and Lotus® Notes® before installing.
  • Open the Microsoft Excel database you would like to mail merge

Step 2: Select Your Data

Instructions: Use your mouse to select the header row of your data, and the rows of data you would like to use.

Hint: to select multiple consecutive rows, hold down your Shift key and drag your mouse down
Hint: to select individual rows, click on your Ctrl key and select each row individually
Select your data

Step 3: Open the Wizard

Instructions: You can open the Wizard directly from Microsoft Excel.

Click on the Avery Wizard icon on your toolbar. The Avery Wizard will open.

Click on the Add-ins toolbar on your ribbon.
Click on the Avery Wizard icon. The Avery Wizard will open.

On the Welcome screen, click Next.
Open the Wizard

Step 4: Select the Product You'd Like to Merge To

  • On the Select an Avery Product screen, in the Product number or description field, type in the Avery software code you want to use, and click Search
  • Select the relevant product and click Next
Select your product

Step 5: Select the Fields to Merge

  • On the Customise Your Design screen, you will see the fields from your data in the Field names area
  • In the Field names area, click on a field you would like on your labels and click on << Add Field to Layout. Each time, the field will be added to your label.
  • Repeat for each field required on the label
Select the fields to merge

Step 6: Format and Complete Your Merge

  • You can use all normal Microsoft Word and keyboard functions to change margins, move to new lines, change colours, fonts etc. to design your label
  • When you are finished, click Next to complete the merge
Format your work

Step 7: Finish and Print Your Merged Document!

  • On the Print Preview and Finish screen, select a merge direction
  • Select Fill down for Avery Quick Peel™ Labels so they will be easy to remove in the order in which you merged your data
  • To preview your work, click Print Preview, or click Finish to switch to your completed work
  • For easy printing, always make sure your print settings are set to A4
Finish and print

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