Generate homeowner mailing addresses

To create a Mail Merge for homeowner mailing labels in Microsoft Word:

Note: Homeowner mailing labels have a limit of approximately 40 characters.

1. Navigate to Homeowner > Homeowner List.
2. Use the column settings to display the available columns that you would like. For Mailing Labels, we recommend the following columns:
   • Homeowner
   • Mailing Address
   • Mailing City, State, Zip
3. Search or filter for the owners that you want.
4. Click Export to Excel and save the file to your computer.
5. Open Microsoft Word, create a new document, and then click Mailings in the main menu.
6. Click Start New Mail Merge, and then select Labels.
   The Label Options screen opens.
7. Select the Information for the manufacturer of your label paper and click OK.
8. In the Mailings menu, click Select Recipients, and then select Use an Existing List.
9. Navigate to and select your exported Excel file, and then click Open.
   Note: If Excel needs to convert the file, allow it.
10. Select the sheet that contains the data (if you did not modify the Vantaca export, select Sheet 1).
11. In the Mailings menu in Microsoft Word, click Insert Merge Field to set up your first label.
12. Click Update Labels to copy the merge field to all labels.
13. Use the Preview Results field to check the setup of the labels and make corrections as necessary.
14. Click Finish and Merge and select Edit Individual Documents.
    This creates a new document of labels so that you can review and print them.

To send a homeowner mailing list to a third party

Use the Homeowner Address Export. This export is only offered in Excel. If you need a CSV file, follow these instructions:

1. Open your Excel file.
2. Go to File > Save As (or File > Export depending on your version).
3. Choose the location where you want to save the file.
4. In the Save as type dropdown, select CSV (Comma delimited) *.csv.
5. Click Save.
• If your workbook has multiple sheets, Excel will only save the active sheet to CSV.
• You may see a warning about features not compatible with CSV (like formulas, formatting, multiple sheets) — click OK to continue.