How to Merge Excel Data into a Printable Customer Profile in WPS Office

Open WPS Spreadsheets, place customer data in a table with headers such as Customer Name, Address, Phone, Email, and any conditional fields in their own columns. Save the file to your computer.

Open WPS Writer, click the Mailings tab, choose Mail Merge, and select the Excel file you saved as the data source.

Click Insert Merge Field and place fields like Name, Address, and Phone into your profile layout. Arrange them as a printable form or ID-style layout.

Click Preview Results to check the layout, then use the recipient list to exclude blank rows or irrelevant customer records before merging.

Choose Finish & Merge to create individual documents, then print directly or export to PDF for a professional customer profile.

In WPS Writer with your mail merge document open, click the Mailings tab and choose Rules, then select If...Then...Else.

Select the field you want to test, choose is not blank, and enter the text or merge fields that should appear when data exists.

In the Otherwise box, leave it empty so WPS Writer inserts nothing when the field is empty.

Click Preview Results and use the arrows to review several customers to confirm empty sections disappear.

In WPS Spreadsheets, insert a new sheet named Profile_Merge and copy the unique customer ID or name column into column A.

Use formulas such as =VLOOKUP(A2, Purchases!A:D, 2, FALSE) to pull the first related record into a new column.

Use =CONCATENATE(C2, ", ", D2) or the & operator to join family members, purchases, or payment notes into a single printable text block.

Copy the formula results and paste them as values, then save the workbook and use it as the WPS Writer mail merge data source.