How to mail merge from excel to word 2007

HOW TO MAIL MERGE FROM EXCEL TO WORD 2007 HOW TO

In the Type a name for your field text box, type the desired field name The Customize Address List dialog box appears. Adding FieldsДЇrom the Address List dialog box, click CUSTOMIZE COLUMNS. You can add or delete field names even after you have merged the data and main documents. In order to do so, you must open the data source.ДЇrom the Mailings tab, in the Start Mail Merge group, click EDIT RECIPIENT LISTДЇrom the Data sources list, select the desired entry by clicking it once Once your data source has been created, you can continue to make changes to it. To exclude them, deselect the checkbox beside their entry (Optional) To include recipients in the merge, select the checkbox beside their entry The Mail Merge Recipients dialog box appears. In the File name text box, type the desired name for your address list Using the Save in pull-down list, navigate to the desired save location NOTE: The default save location is My Data Sources and the file extension is. The Save Address List dialog box appears. Repeat steps a and b until all of your entries have been made

To delete an entry, refer to Deleting an Entry below.

To add additional entries, refer to Adding an Entry below.

Repeat steps a and b until you are left with the desired data fieldsД¬lick OK to return to the New Address List dialog box.

To add fields, refer to Adding Fields below.

To remove fields, refer to Deleting Fields below.

In the appropriate fields, type the desired information for the data source While you can always add or remove fields after creating your data document, it is most efficient to know which fields will be necessary before creating the data document in the first place.ДЇrom the Mailings tab, in the Start Mail Merge group, click START MAIL MERGEДЇrom the Start Mail Merge sub-menu, select the desired type of starting documentД¬lick SELECT RECIPIENTS В» select Type New List Creating a New Data SourceД«efore creating the data source document, take a moment to plan out the information you want to include. This document covers the following topics:ДЇor more information on the data source, refer to Mail Merge: An Overview. Mail Merge allows you to specify which individual entries you want to include as well as add and delete data source entries and fields. You may also wish to alter which entries are included from your data source without having to open it, change the appropriate entries, and then save the changes. You can either create a new data source or use a pre-existing source (such as your Outlook Contacts).

If you are creating a mailing list, for example, names and addresses will be included in your data source. This contains the information that will vary with each record, such as names or identification numbers. This article is based on legacy software.ДЇor a successful Mail Merge, you will need to establish a recipient list, which is also referred to as the data source. Use the IF() function to handle special situations like empty or unusual values.Д«est of all, you can easily check the results by scrolling down the column to see the transformed text as itвЂ™ll appear in the merged documents.(Archives) Microsoft Word 2007: Mail Merge: Working with the Recipient List The original field вЂDateвЂ™ can be formatted as text as вЂDate_FormattedвЂ™. Another and better wayД®xcel has much better formatting and data transformation options than Word.ДЇor many years, we prefer to do all the formatting in Excel, with additional fields (columns) that have the dates, amounts etc as text formatted as you like. UK post codes includes letters and should be stored as text. See the merge codes (Alt + F9 вЂ“ toggles the display of field codes vs results) then add formatting codes.Д«ecomes something like ThatвЂ™s because Word has itвЂ™s own formatting options. When Word imports mail merge data it only imports the raw data, not the formatting used in Excel. When I merge the files, the amount drops of the ending zeros (such as 68.5 and 128). In the Excel database the amount cells are formatted for currency with 2 decimal places and the date cells are formatted as Feb. вЂњ I try to merge data (such as amount, PO#, to whom, as well as the date) from an Excel database.

HOW TO MAIL MERGE FROM EXCEL TO WORD 2007 HOW TO

How to change the look of Word mail merge data like dates and dollar amounts to exactly what you want to see in the documents.

How to mail merge from excel to word 2007