- #How to mail merge from excel spreadsheet how to
- #How to mail merge from excel spreadsheet code
- #How to mail merge from excel spreadsheet zip
On the Home tab, in the Number group, choose the Number Format (General) box down arrow, and then choose an option in the list. To preserve numeric data you've formatted as a percentage or as currency during a mail merge, follow the instructions in the "Step 2: Use Dynamic Data Exchange (DDE) for a mail merge" section. When done, save your data source with a new file name.įormat any numerical data like percentages or currency values in any new or existing data source in Excel that you intend to use in a Word mail merge. Mail merge - A free, 10 minute, video training Use mail merge to create and send bulk mail, labels, and envelopes
In your mail merge document, you add the symbols before or after the merge fields like this: If you include the symbols, the numbers make more sense. For example, here's how the currency and percentage values look if you omit symbols. Make sure you add the appropriate symbol before or after a merge field. Go to Home, and in the Number group, select the Number Format box down arrow, and then choose an option in the list (such as Text).
#How to mail merge from excel spreadsheet zip
Leading zeros-for example, 00399-in codes are dropped during a mail merge if they're not formatted as text.Ĭhoose the column that contains the ZIP Codes, postal codes, or other data to be formatted. If not done when imported, format it now.
ZIP Codes or postal codes needs to be formatted as text to preserve the data during a mail merge. Format a column of percentages as text if you want to avoid that multiplication factor. If you choose percentage as a category, be aware that the percentage format will multiply the cell value by 100. Format a column with numbers, for example, to match a specific category such as currency. But if you need to create some other type of document, simply choose from the options available. We chose email messages to be consistent with our example. In your Excel data source that you'll use for a mailing list in a Word mail merge, make sure you format columns of numeric data correctly. Once you’re there, click on the ‘Start Mail Merge’ button and select ‘E-mail Messages’. Select Mail Merge-Step by Step Mail Merge Wizard. Save your spreadsheet with a new file name. To encode the remaining data, at the bottom right corner of the cell, left click the small black square and drag down. Data is imported beginning with the named cell address. Plus, discover more ways to save time editing and formatting your Word documents at /Word.Caution: The cell address in the Import Data dialog box shows the currently selected cell.
#How to mail merge from excel spreadsheet how to
And, for more options, find out how to customize the formatting of date and text mail merge fields. Try these fixes for formatting Excel mail merge fields to get the results you want in your documents.
#How to mail merge from excel spreadsheet code
* Including 0 in a numeric switch code creates a required or fixed position whereas the # sets a pattern without a required 0 or placeholder. You should now see the actual field code for the field which should look something like Ĭurrency, with brackets around negative numbers and a hyphen for 0 valuesĥ numeric positions, zip code or other numberįor these formatting options, the precision of the displayed value for the Excel mail merge field is controlled by the 0.00. Or, right-click on the mail merge field and choose the Toggle Field Code option.