![]() In the Edit List Fields dialog box, Word automatically creates fields for some basic information, such as first name, last name, and address. You can use any text file that has data fields separated (or delimited) by tab characters or commas and data records separated by paragraph marks. ![]() You can export Apple contacts into an Excel spreadsheet and use it as your mailing list for mail merge. You can retrieve contact information directly from your Outlook Contact List on to Word. For more information, see Prepare your Excel data source for mail merge. Data should be on one sheet and well formatted so that it can be read well with Word. Here are few examples of data sources you can use for mail merge in Word.Īn Excel spreadsheet works well as a data source for mail merge. The list is saved as a document file that you can reuse.įor details about creating a new list, see Set up a new mail merge list with Word. If you don't have a data source yet, choose Create a New List, and then use the dialogs that open to create your list. For more information, see Use Outlook contacts as a data source for a mail merge. To use this as your data source, choose Choose from Outlook Contacts. 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. On the Home tab, in the Number group, choose the Number Format (General) box down arrow, and then choose an option in the list.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. 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). 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. 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. Save your spreadsheet with a new file name. Data is imported beginning with the named cell address. Caution: The cell address in the Import Data dialog box shows the currently selected cell.
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