OL98: (CW) How to Mail Merge from Outlook Contacts to Word 97 (180734)

MORE INFORMATION

Performing a Word mail merge from your Outlook Contacts is a four-step process.

• Set up your Outlook Contacts as part of the Outlook Address Book.
• Using Word, set up the mail merge data source.
• Edit the main document so that the correct Contact fields merge at the correct locations.
• Perform the mail merge. The Word Mail Merge Helper steps you through the last three of these steps.

Set Up Your Contacts as an Outlook Address Book

Before you can use your Outlook Contacts as a data file, you must add an Outlook Address Book to your mail profile and then make the Contacts available as a part of the Outlook Address Book. The steps below assume you have a valid Outlook profile with a default Contacts folder.

Follow these steps to add the Outlook Address Book to your Outlook profile. You can skip these first 5 steps if your profile already includes an Outlook Address Book.

NOTE: The Contacts folder in the Internet Mail Only installation of Outlook 98 is designated as an Address Book provider by default. If you are using this option, you may skip to the section, "Set Up the Mail Merge Data Source."

1. Start Outlook with the profile that contains your Contacts.
2. On the Tools menu, click Services.
3. On the Services tab, click Add.
4. In the Available information services list, click to select Outlook Address Book and then click OK. Your profile should now include the Outlook Address Book service.
5. Click OK.

To make your Contacts folder available to the Outlook Address Book, follow these steps:

1. On the View menu, click Folder List.
2. In the Folder List, using your right mouse button, click the Contacts folder and on the context-sensitive menu click Properties.
3. Click the Outlook Address Book tab, and click to select "Show this folder as an e-mail Address Book."
   
   NOTE: Your Contacts should appear in the "Name of the address book" box.
4. Click OK.

Your Contacts are now available as part of the Outlook Address Book.

Set Up the Mail Merge Data Source

In Word 97, the Mail Merge Helper can directly access the Outlook Address Book. Follow these steps to set your Outlook Address Book Contacts as the mail merge data source:

1. Start Word 97 and create a blank document or open an existing document as a main mail merge document.
2. On the Tools menu, click Mail Merge.
3. In the Mail Merge Helper, click Create and choose one of the following:

   Form Letters
   Mailing Labels
   Envelopes
   Catalog

4. Click Get Data, and click to select Use Address Book.
5. In the Choose Address Book list, click to select Outlook Address Book and click OK.
   
   Word converts your Contact information into a temporary data file. If you have more than one Contact folder, you will be prompted to select a folder as your data source. Word may ask you to confirm the data source if you have Confirm Conversions selected.
6. Word determines if you must set up the main document and may display a prompt. Click Set Up Main Document if prompted.

Edit the Main Document

At this point, you should see the Mail Merge Command Bar above your main mail merge document.

1. In your main document type your text. When you come to text that you want merged from the Outlook Address Book, on the Mail Merge Command Bar click, Insert Merge Field.
2. Click the appropriate merge field from the Insert Merge Field list.

Perform the Mail Merge

1. On the Tools menu, click Mail Merge.
2. If you want to filter which records merge from the Outlook Contacts folder click Query Options, otherwise, in the Mail Merge Helper, click Merge.
3. In the Merge To list, click to select New document to display the merged result in a new document. If you want to send the merge directly to the printer, click to select Printer. Click Merge to perform the mail merge.

If you merged to a new document, the merged document appears. You can edit, save, or print the merged document.

NOTE: Some fields may be unavailable when you merge from the Outlook Contacts folder. For additional information about available fields, please see the following article in the Microsoft Knowledge Base: