How to Generate Multiple Labels using MS Word

How to Generate Multiple Labels using MS Word

QUESTIONS THAT APPLY TO THIS TOPIC

  • How can I print multiple labels using my Gorilla Client information with Microsoft Word?
  • How can I customize the appearance of my labels?

ANSWER

While Gorilla is capable of printing multiple labels for your clients, there might come a time when you would like to print the labels using a different Font, or perhaps using different colors for a holiday themed label.

I. Exporting the list of names from Gorilla

  1. To start, you would first need to log into Gorilla. 

  2. Next you would need a list of names in Gorilla that you would like envelopes to be printed for.
  3. In Gorilla locate a selection rule or if there isn’t one already available. Then you will need to create a new selection rule that would select all the names you wish to print envelopes for.

  4. Once you have a selection rule that will select all the names you need to have envelopes for. You would then need to Export those names from gorilla into a CSV type of file. In Gorilla go to Import/Export→ Import/Export

  5. This will then open a new window where we can select the “Export” tab for the Text Export Wizard. Once the “Export” tab is selected you can then click on the “ok” button to start the Text Export Wizard.

  6. In the Text Export Wizard – Welcome screen, you will have the option to choose the Selection Rule of names you wish to Export, along with the type of Export, and which address bundle gorilla will use for the export process.
    • First, you would need to choose the Selection Rule that would select all the names you wish to export and print envelopes for.
    • To choose your Selection Rule, click on the triple dot button to the right of the Text Export Wizard - Welcome screen.

    • This will bring up a "Choose Rule" window where you would choose the Selection Rule you need.

  7. Once the selection rule is chosen, you would then choose the export style and Addressing Style to use for the export. 
    • Choose "Delimited", and "Default". With those chosen, go ahead and click the "Next" button to continue.

  8. The next screen in the Text Export Process is the “Delimited Export Options” screen.
    • Choose "Comma" as the Delimeter.
    • Put a check mark next to the option to have "Field Names on the first row".
    • Leave the Text Qualifier as "Double Quote (")".
    • Click on the "Next" button to continue.

  9. The next screen to come up is “Choose Fields”. This window would allow us to choose which fields we would want to export from gorilla to help us generate envelopes.


    • For envelopes, we would want to choose the following fields:
      • "Addressee"
      • "Last Name 1"
      • "Address Line 1"
      • "Address Line 2"  (optional)
      • "Address Line 3"  (optional)
      • "City"
      • "State"
      • "Zip / Postal Code"
    • To choose a field to export, you would select the field on the left under the "Available Fields" section.
    • Click on the Right Chevron button to move the selected field over into the "Selected Fields" section.
    • Once you have selected all the fields you need to export for generating labels, click the "Next" button to continue.
  10. The next screen to come up is the “Finish” window. In this window we would first need to click on the Triple Dot button to the right, so we can choose where we want to save the export list. 


    • Select the location where you want to save your exported list to.
    • In the File Name field at the bottom, type in the name you would like to save the export list as.



      **Important** Make sure to type the file extension .CSV at the end of the file name.
    • Click on the "Open" button to continue.
  11. Once back on the “Finish” screen, you will notice that the file name field is now filled in.

  12. At this point all that is left to do is click on the “Finish” button so that Gorilla can then finish and export your list to the desktop.    

II. Using Microsoft Word to Generate Labels

This document will walk you through running a mail merge within Word. It is important to understand that the merge fields within the letter may not match the column headers within your source spreadsheet. You can change the names of the column headers to match the names of the merge fields if you wish, that will make this process easier.

  1. Open the label template that you need to merge.
  2. Click on the Mailings tab and then choose Select Recipients>Use an Existing List.
  3. Browse to the spreadsheet containing the data that will be merged. Select it and click Open.
  4. On the small pop-up window, it will confirm which sheet within the file you want to use. If it has only one sheet, just click OK.
  5. If you did not update the names of the column headers in your spreadsheet, you will need to replace the merge fields now.
    1. Delete the AddressName merge field.
    2. Click on the Mailings Tab and choose Insert Merge Field.
    3. Select the merge field that contains the name you want to use in the address block.
    4. Repeat steps a-c for all following merge fields.
  6. Click on Preview Results, this will pull in the information from the spreadsheet that will replace the merge fields.
  7. Sometimes you may get pop-up windows of invalid merge fields where you can either remove the field, or replace it with another one from the source.
  8. Once all merge fields are pulling in data, click on Finish & Merge and then select the option to Print.
  9. Follow the prompts from there to send your document to the appropriate printer.

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