Create Excel to CSV Guide for Mail MergeCreate

Step 1: Start with Headers
Create a clean Excel sheet. Use row 1 for headers like:
First Name | Last Name | Company | Address | City | State | ZIP 

Step 2: Fill in Your Data
Add one contact per row—no blank rows, no merged cells. Each column holds only one type of data.

Step 3: Save as .CSV
Go to File → Save As

Choose CSV (Comma delimited) (.csv)

If prompted about features not supported, click Yes

Step 4: Import into Mail Merge
Use the CSV in Word, Mailchimp, Constant Contact, or your label software.

Why CSV Works Best
It's plain text with commas—no hidden styling or formatting.

Universally accepted by mail merge tools.

Keeps your data clean and ready to merge.

Need Custom Help?
📞 Contact us or email to receive help or have us handle the entire process.