How to: Open a data source from another application in Mail Merge.
Solution:
Create a main document and select 'Open Data Source...' from the 'Mail Merge Helper'.
1) Create a main document.
2) Select the 'Tools' menu and select 'Mail Merge...'. (The Mail Merge Helper dialog box appears.)
3) Click 'Get Data' from the 'Data Source' group.
4) Select 'Open Data Source...'. (The Open Data Source dialog box appears.)
5) Select the appropriate option in the 'Files of Type' drop-down list box.
6) Select the appropriate drive and directory.
7) Select the desired data source from the 'File Name' list box.
8) Click 'OK'.