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jefpretz's avatar
jefpretz
Copper Contributor
Aug 07, 2025
Solved

iCloud Outlook Contacts, folders, and WORD Mail Merge

I have Ootlook contacts in icloud with multiple folders therein. I want to Mail Merge with one of thsoe folders under iCloud Contacts.

 

When I go to Start Mail Merge in Word and select the document and then go to select the email mail merge source I have the iCloud Contacts as one choice, but I can't choose a subfolder of "Carvers".

I don't want to send to all 2000 contacts only the ones i have added to the Carvers sub folder.

How can I chose the subfolder?

 

 

 

HELP!

 

  • Below workarounds you may consider:

     

    1. Export the “Carvers” Folder to a CSV File

    Steps:
    •    In Outlook, go to your iCloud Contacts and open the “Carvers” folder.
    •    Select all contacts in that folder.
    •    Go to File > Open & Export > Import/Export.
    •    Choose Export to a file > Comma Separated Values (CSV).
    •    Save the file to your computer.
    •    In Word, start your Mail Merge and choose Use an existing list, then select the CSV file.
    This lets you target only the contacts in “Carvers” and gives you full control over fields.

    2. Copy Contacts to a Local Outlook Folder Temporarily

    Steps:
    •    In Outlook, create a new local contacts folder (not under iCloud).
    •    Copy the contacts from “Carvers” into this folder.
    •    Word will now be able to see this folder during Mail Merge.
    This avoids exporting but requires manual copying.

    3. Use Categories Instead of Subfolders

    Steps:
    •    Assign a unique category (e.g., “Carvers”) to those contacts.
    •    In Word, start Mail Merge and choose Outlook Contacts.
    •    Filter by category when selecting recipients.
    This method is more dynamic and works well if you frequently update your list.

2 Replies

  • jefpretz's avatar
    jefpretz
    Copper Contributor

    Thanks! I tried and "Categorized" my folder with the choice red. so how do I filter for the red Categorised?

    or do I need to create and use a user field. If so Can I add that field and fill it in for the whole folder?

     

  • Below workarounds you may consider:

     

    1. Export the “Carvers” Folder to a CSV File

    Steps:
    •    In Outlook, go to your iCloud Contacts and open the “Carvers” folder.
    •    Select all contacts in that folder.
    •    Go to File > Open & Export > Import/Export.
    •    Choose Export to a file > Comma Separated Values (CSV).
    •    Save the file to your computer.
    •    In Word, start your Mail Merge and choose Use an existing list, then select the CSV file.
    This lets you target only the contacts in “Carvers” and gives you full control over fields.

    2. Copy Contacts to a Local Outlook Folder Temporarily

    Steps:
    •    In Outlook, create a new local contacts folder (not under iCloud).
    •    Copy the contacts from “Carvers” into this folder.
    •    Word will now be able to see this folder during Mail Merge.
    This avoids exporting but requires manual copying.

    3. Use Categories Instead of Subfolders

    Steps:
    •    Assign a unique category (e.g., “Carvers”) to those contacts.
    •    In Word, start Mail Merge and choose Outlook Contacts.
    •    Filter by category when selecting recipients.
    This method is more dynamic and works well if you frequently update your list.

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