Intro
Combining Excel and Word for mail merge helps teams generate personalized letters, notices, or certificates in minutes using a people table and one DOCX template.
Recommended workflow
- Use one consistent placeholder style in your Word template.
- Prepare Excel or CSV headers that match template fields exactly.
- Upload template and dataset, then confirm detected fields.
- Define a clear filename pattern for easier batch handling.
- Export DOCX first, then PDF when you need final distribution output.
Frequent errors and fixes
- No placeholders detected: check delimiters or use manual delimiter mode.
- Missing columns: align Excel headers with template field names.
- Empty filename pattern: set a basic naming pattern before export.
- Temporary PDF failure: retry and validate captcha or hourly limits.
Go to workflow
Go to the main workflow: /en#merge-ribbon