Intro
A reliable mail merge starts with two aligned inputs: a Word template with placeholders and an Excel people table with matching columns.
Recommended structure
- Keep one placeholder format per template.
- Use clean first-row headers in Excel without extra spaces.
- Avoid duplicate naming conventions for the same field.
- Validate with one real sample row before running a full batch.
Quick validation checklist
- Placeholder keys exist in the people table.
- No critical columns are empty.
- Filename tokens exist in uploaded data.
- Preview rows look correct before export.
Go to workflow
Go to the main workflow: /en#merge-ribbon