WORD MAIL MERGE HOW TO
WORD MAIL MERGE UPGRADE
WORD MAIL MERGE CODE
WORD MAIL MERGE TRIAL
WORD MAIL MERGE ZIP

Select label options in blue to choose the correct formatting. Follow the Mail Merge Wizard by choosing the type of document (labels, letters, envelopes etc.) and hit Next at the bottom.ģ. A Mail Merge window should show up on the right.Ģ. Click on Start Mail Merge Button and select the Step by Step Mail Merge Wizard from the drop down menu.

WORD MAIL MERGE TRIAL

I discovered after hours of trial and error the the need to select 'confirm file format' in the 2010 upgrade.Mail Merging is very useful when sending the same source to multiple addresses.ġ.

WORD MAIL MERGE UPGRADE

Each time I upgrade Office versions I get more 'features' I need to work around. In the Filed dialog box, select the desired format for the Date field, and click OK.Right-click the selected field and choose Edit Field… from the context menu.

WORD MAIL MERGE CODE

A generic field code looks something like

Press Shift + F9 to display the coding of the selected field or Alt + F9 to expose the codes of all the fields in your document.

This can be Date, Currency, Percent or some other field.

Select the merge field whose format you want to change.

To add a numeric switch, perform these steps: If this solution is not applicable to you for some reason, you can control the formatting of Excel data in Word by adding a numeric switch (formerly called a picture switch) to a particular merge field.Ī numeric switch is a kind of mask that lets you format the contents of a field in a Word document the way you want.

Now, all numeric values in the Word mail merge document retain their original formats.Ĭonnecting to an Excel worksheet via DDE is the fastest way to fix all formatting problems in one go. To prevent multiple prompts displayed by Word every time you open the data file, clear the Confirm file format conversion on open check box after connecting to your mailing list. It may take Word quite a while to connect to your Excel data source via DDE, so please be patient - this will save you even more time in the long run :) In the Confirm Data Source dialog box that opens, check the Show all box in the lower left corner, then choose MS Excel Worksheets via DDE (*.xls), and click OK.Browse to your spreadsheet, select it, and click Open (or double-click the file).When it comes to selecting recipients, choose Use an existing list. Start your Mail Merge as usual (the detailed steps are here).Scroll down to the General section, select the check box Confirm file format conversion on open and click OK.

WORD MAIL MERGE HOW TO

How to use Dynamic Data Exchange to connect to Excel sheetīefore starting a mail merge, perform the following steps in Microsoft Word. Solution: For Word to display postal codes, dates, prices, percentages and other numeric values in the right format, connect to your Excel workbook using Dynamic Data Exchange (DDE). In our case, Excel's date 20-May-22 is transformed into in Word.

Date - appears in the default format set in your Region settings.

For example, 30% formatted as Percent in Excel may appear as 0.3 or 0.299999999 in Word.

Percentage - normally, appears as a decimal number corresponding to the percent in some cases - a floating-point number.

In Word, a number in its pure form is displayed (3000). In Excel, the number is formatted as Currency ($3,000.00).

Currency - appears without the currency symbol, thousands separator, and decimal places.

In Word, an underlying value (2451) shows up. In Excel, a leading zero is displayed because a cell has a custom number format such as 00000.

WORD MAIL MERGE ZIP

Zip code - appears without a leading zero.Now, see what happens in a Word mail merge document: To illustrate the problem, please have a look at the source data formats in an Excel worksheet: As a result, in a Word document, the data appears in the format in which it is stored internally in Excel, and not in the format applied to cells.

The problems typically occur with numbers formatted as percentage or currency, or numbers containing leading zeros such as zip codes.Ĭause: By default, Microsoft Word uses the OLE DB connection, which pulls in the information but not formats. When performing a mail merge from an Excel worksheet, some of your numeric data may lose formatting after coming through the merge.

How to keep leading zeros in mail merge.

The troubleshooting tips below will help you fix typical Mail Merge formatting problems. Numbers properly formatted in Excel may not appear correctly in a Word document. Some fields might not be populated or filled with wrong information. As it turned out, using Word's Mail Merge to automate the creation of a document from an Excel worksheet may present lots of challenges. In one of our previous articles, we looked at how to mail merge from Excel to Word to send personalized letters or email messages. The tutorial shows how to keep formatting of numbers, dates, percentage and currency when doing a mail merge from Excel to Word or change it to your liking.