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1. #Data merge from excel to word how to#
2. #Data merge from excel to word code#
3. #Data merge from excel to word zip#

You can retrieve contact information directly from your Outlook contact list in Word. Go to Mailings > Select Recipients > Use an Existing List, then choose New Source to open the Data Connection Wizard.Ĭhoose the type of data source you want to use for the mail merge, and then select Next.įollow the prompts in the Data Connection Wizard to complete the data connection to the merge document. Other database files To access other kinds of data sources, you'll run the Data Connection Wizard: For more information, see Use mail merge to send Access data to Word. For more information, see Prepare your Excel data source for a Word mail merge.Īccess database With Access, you can select data from any table or query defined in the database. Plus, discover more ways to save time editing and formatting your Word documents at /Word.Important: No matter what type of file you use as a data source, be sure to save it on your local computer or a file share saving at an HTTP location isn't supported for mail merge.Įxcel spreadsheet An Excel spreadsheet works well as a data source for mail merge if all data is well-formatted and on one sheet so that it can be read by Word.

#Data merge from excel to word 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.

#Data merge from excel to word 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.

#Data merge from excel to word 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 another 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.

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