Find out how you can execute mail merge for Gmail by importing data from Microsoft applications for your mass mail service.
If you are trying to send mass emails via your Gmail account, but all of your data is formatted for Microsoft, it’s tricky to execute a flawless mail merge. However, there are two ways that you can execute a mail merge for Gmail with Microsoft Excel and Word, so you can get started with your mass mail service. The first way to execute this kind of mail merge is by connecting your Gmail account to your Outlook account. The second method is a bit more complicated, but has some distinct advantages — you can import all of your Excel data into Google Sheets. Let’s start with the first and easiest way to execute a mail merge from Gmail using Excel and Word.
Start sending mass emails via Outlook by simply logging into your Gmail account.
When you want to do a mail merge for Gmail, but your data is in Excel and Word, you should first link your Gmail and Outlook accounts. To do this, all you have to do is log in to Outlook using your Gmail logins. You might have to do a 2-factor authentication step before your Gmail can be added, but after you’re verified the first step is complete.
After your email accounts are connected, send a test email to make sure everything is functioning properly. To test, email from your Gmail account using Outlook. Once your message is delivered — congratulations! You have now just synched your Gmail and Outlook accounts and are ready to execute a mail merge using Excel or Word.
One last thing you need to pay attention to before we discuss the second method to execute a mail merge in Outlook is the “default address” setting. Your Outlook account will automatically designate a default account, so you need to manually make sure that your Outlook has chosen the correct account to set as default. To do this, go to the “Manage Profile” option in your account settings. Then, locate the tab that says “Send Messages.” After that, you must select the option “Always use the default account when composing new messages.”
Once you’ve properly selected your default address, you can send mass emails through the Outlook interface.
Importing your data to Google Sheets is easier than you might think.
Another way you can complete a mail merge if your data is in Word and Excel is by moving your data. This way, you won’t have to send your emails from your Outlook account and can reap the benefits of keeping all of your data in Google Suite for easier use of your mass mail service.
When you opt to keep your data in Google Sheets rather than Excel, you have access to a variety of helpful features for mass emailing included with Gmail. For example, you can reap the following benefits by moving your data:
The first step you need to take is to import your data from the Excel file into Google Sheets. Then, import your information from Word into Google Docs, and then into your Gmail account.
After this step is complete, you can use a mail merge for Gmail to combine your information and configure your mass email setup. After these steps are complete, you can begin sending personalized, automated emails. Even after you import your data into Google Sheets and Google Docs, you can keep using your Word documents and Excel spreadsheets to update your data.
If you import Excel spreadsheets into Google Docs very often, you will want to take advantage of a feature that automatically imports new from your Excel. All you have to do is go into your General Settings in Google Docs and find the option that states — “Convert uploaded files to Google Docs editor format.” Once you’ve checked this option, it will automatically convert your compatible documents to Google Sheets or Google Docs.
Now that we’ve learned a little more about how to execute a mail merge for Gmail using Excel and Word, it’s time to take advantage of the mass email services available in Gmail. Once you’ve configured your mail merge, you’re ready to send automated and personalized emails to your address list.
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