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Q: How do I keep currency formatting in Mail Merge?

To format a numeric merge field, use the \# switches. For example, to display a currency field as “$125.23”, the merge field should be defined as {SEDGEFIELD object. Mayfield \# $#, ##0.00}. To format a date merge field, use the \@ switches.

Q: How do you do a dollar amount in a mail merge?

If you want to round to two decimal places, use \#0.00 in your merge field. If you want the number to have a dollar sign before it (for anything that is money), use \#$# in your merge field. If you want commas in your number, use \##, ### in your merge field.

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What format does excel need to be in for mail merge?

An essential step in a Word mail merge process is setting up and preparing a data source. You can use an existing Excel data source or build a new one by importing a tab-delimited (. Txt) or comma-separated value (. Csv) file.

How do I keep Excel formats in a mail merge?

In Excel, select the column that contains the ZIP Code/Postal Code field. On the Format menu, click Cells. Click the Number tab. Under Category, click Text, and then click OK. Save the data source. Then, continue with the mail merge operation in Word.

How do I keep currency formatting in Mail Merge?

To format a numeric merge field, use the \\# switches. For example, to display a currency field as “$125.23”, the merge field should be defined as {SEDGEFIELD object. Mayfield \\# $#, ##0.00}. To format a date merge field, use the \\@ switches.

How do I keep formatting in a mail merge?

In Excel, select the column that contains the ZIP Code/Postal Code field. On the Format menu, click Cells. Click the Number tab. Under Category, click Text, and then click OK. Save the data source. Then, continue with the mail merge operation in Word.

How do you do a dollar amount in a mail merge?

If you want to round to two decimal places, use \\#0.00 in your merge field. If you want the number to have a dollar sign before it (for anything that is money), use \\#$# in your merge field. If you want commas in your number, use \\##, ### in your merge field.

How do I keep number format in a mail merge?

Perform the first different steps of the Mail Merge as usual (Start Mail Merge, Select Recipients and insert Merge Field) Select the number field you wish to change and press Shift+F9. The code of your Merge field is now shown.

How do I keep decimal places in mail merge?

In order to retain the two decimal places during mail merge, follow the instructions below: Press alt+f9 > Insert the field code \\# “0.00” after the title of the merge field that needs to be limited to two digits after the decimal point.

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