Design And Print Online Mail Merge Import Data From A Spreadsheet Import Addresses From Excel Or Numbers
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Design & Print Online Mail Merge, Import Data from a Spreadsheet, Import Addresses from Excel/Numbers

First, be sure your data in the spreadsheet is arranged in columns.
spreadsheet formatted for mail merge in design and print online

Then, in step 3 Customize 
  • On the left click on Import Data and select Start Import/Merge 
import data mail merge button in design and print online start import merge button in design and print online
  • Next, select Browse for File and locate your spreadsheet (Available file types: .xls, xlsx and csv).  If you get an error, try saving your file as a .csv and re-upload.
browsing for saved spreadsheet in design and print online
  • In Choose Fields, confirm your list and uncheck the first row if you have headers.  You can also use the up/down arrows in the top row of grey checkboxes to sort the columns alphabetically or numerically.  If everything looks correct, move forward to the next step.
  • Arrange your fields by dragging and dropping Available Fields to Arrange Fields 
  • Double click or drag and drop the field from the left to set up information how you would like it to appear (see example below - info on different lines)
arranging mail merge fields in design and print online
  • Click Next
  • Click on Finish - Once you click finish you have completed the merge process.

 

Video Demo

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