If the Word document already has the data source attached to it, you do not need the Once I know the version of Word, I can explain how you force a DDE link, so you can record a macro with that connection information. The question is, whether the OLE DB default you'll probably get when you record the macro gives you the right result, or if something in your mail merge requires a DDE connection. Execute the merge to a new document and check that the result is what you expect.įWIW my best guess is that you previously had a DDE connection. Stop the macro recorder and look at the recorded OpenDataSource method. Start a mail merge and attach to the data source Probably the fastest and simplest thing for you to do would be toģ. With that change, alterations in the connection information for OpenDataSource are required. Excel went from a default DDE connection to OLE DB. Some of the connection information required also changed in the same Word version. Since version 2002, opening a mail merge document via automation will cut off the data source, so I don't think Doug's suggestion would apply. On the Home tab, in the Number group, choose the Number Format (General) box down arrow, and then choose an option in the list.It would help to know which version of Word is involved, here. 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).
MS WORD MAIL MERGE FROM EXCEL ZIP
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.