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#Mail merge from excel document how to#
#Mail merge from excel document code#
#Mail merge from excel document zip#

Mail Merge Wizard Step 5 of 6: Preview your letters Click Next: Preview your letters as Step 5 of 6.įigure 13. Inserting the mail merge fields from Excel to Word Insert the fields as shown below in bold letters.įigure 12. Next, we insert the necessary merge fields into our Word document to complete our letter. We will see that the columns in the Excel file First Name, Last Name, Address and Country are already merged into our Word document. Click the space under the date in the Word document and click Mailings tab, Insert Merge Field. It is time to write the letter and complete the details by inserting the recipients. Mail Merge Wizard Step 4 of 6: Write your letter Selecting mail merge recipientsįigure 10. Let us go through the list and check or uncheck recipients that we want to add or remove. The Mail Merge Recipients list will appear. Select table to merge data from Excel to Word Browse and select the Excel mail recipients file to merge Browse and select the Excel mail recipients file.įigure 7. Click Browse and the Select Data Source dialog box will appear.įigure 6. Minimize the Word file and open the Excel mail recipients file from the local drive Mail Merge Wizard Step 3 of 6: Select Recipients Tick Use the current document and click Next: Select recipients for Step 3 of 6įigure 5. Mail Merge Wizard Step 2 of 6: Starting Document Select Letters as document type and click Next: Starting document at the bottom right corner of the window.įigure 4. The Mail Merge dialog box will appear, featuring 6 steps to mail merge Excel to Word. Click Mailings tab, then Start Mail Merge button and select Step by Step Mail Merge Wizard from the drop-down menu. Open the MS Word file with the letter template In order to mail merge Excel to Word, we will make use of the Mail Merge Wizard. Save both files in the local drive for easy reference. Note that for each recipient, we have entered the First Name, Last Name, Address and Country of residence. The MS Excel mail recipient file will look like this: Mail merge Excel to Word letter Excel mail merge template The MS Word file will look like the example below.įigure 1. Microsoft Excel file with the list of recipients, where we allocate one line for each recipient.

Microsoft Word file with the letter template.

In order to mail merge from Excel to Word, we need two files: We can create and send letters and emails with a large mailing list in a shorter span of time with the mail merge. Plus, discover more ways to save time editing and formatting your Word documents at /Word.So much time can be saved when we merge from Excel to Word.

#Mail merge from excel document 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.

#Mail merge from excel document 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.

#Mail merge from excel document zip#

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. Press + F9 to reveal the field coding.Select the field, such as Amount, as shown in this example.Try this formatting fix on letters, emails, and other documents when Excel data does not retain its formatting in mail merge operations in Word. When you see formatting problems, how can you format the Excel mail merge field to accurately display the formatted number in a Word mail merge main document? The solution to controlling the number and currency formatting of Excel data in Word is to add a numeric switch (previously called a picture switch) to the mail merge code or MERGEFIELD. You might also see formatting issues with other numbers that are displayed as text such as zip codes, lease or property numbers, and other identifiers. For example, a dollar amount of $1,234.00 in an Excel worksheet used as a data source may display as 1234 in a Word document.

However, you may notice a glitch that happens when you create a mail merge in Microsoft Word with Excel data, that is, the number formatting in Excel doesn’t show up correctly in the Word document. The mail merge feature in Microsoft Word is a time-saving option to create repetitive documents from letters to contracts to emails to labels and more.