how to mail merge from excel to word Click in the problem merge field Press Shift F9 to display the field code You should see something like MERGEFIELD Amount MERGEFORMAT where Amount is the name of the merge field Change it to look like this MERGEFIELD Amount 0 00 Press F9 to hide the field code and to update the result
Merge to e mail messages either with or without attachments with the documents created by the merge being sent as either Word or PDF attachments or as the body of the e mail message Merge to individual documents in either Word or PDF format with the filenames being supplied by the data in one of the fields in the data source Open your Word document and go to the Mailings tab 2 Click on Select Recipients and choose Use an Existing List 3 Navigate to the location where your Excel files are stored and select the first worksheet you want to include in the merge 4
how to mail merge from excel to word
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how to mail merge from excel to word
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In reply to KathyC913 s post on April 6 2020 When attaching the data source to the mail merge main document use the OLE DB Database Files method of connecting to the data source IF you go to File Options Advanced General and uncheck the box for Confirm File Format Conversion on Open that method should be used by default What you see in the Ribbon is a result of not pressing the F9 simultaneously with the Alt Key A number in Excel has no formatting when it gets to Word through MailMerge Your number is NOT 24 but rather 0 24 to Word If you want it to show as 24 you need to format it in Word Something like
To control number currency formatting in Word add a numeric picture switch to the mergefield To do this press Shift F9 to reveal the field coding It should look something like MERGEFIELD MyData run your mailmerge Note1 The 0 00 in the field is referred to as a numeric picture switch If you perform a mail merge in Microsoft Word and you use a Microsoft Excel worksheet as the data source for the recipient list some of the numeric data may not retain its formatting when it is merged This behavior occurs because the data in the recipient list in Word appears in the native format in which Excel stores it without the
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To do this go to the Mailings tab in Word click Select Recipients and choose Use an Existing List Then select your Excel file again Double check your system s regional and language settings Sometimes date formatting issues can arise due to differences in regional settings between Excel and Word In your Word merged document tap Alt F9 to toggle between display field results and display field codes You can then manually add formatting to the merge field s to look like MERGEFIELD myprice 0 00 With the cursor still inside the field tap F9 to Update field then Alt F9 to toggle back to display field results
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how to mail merge from excel to word - To control number currency formatting in Word add a numeric picture switch to the mergefield To do this press Shift F9 to reveal the field coding It should look something like MERGEFIELD MyData run your mailmerge Note1 The 0 00 in the field is referred to as a numeric picture switch