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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.
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.
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.
When you run a mail merge, your Excel file will get connected to your Word mail merge document, and Microsoft Word will be pulling the recipients' names, addresses and other details directly from your Excel worksheet. The columns in your Excel sheet should match the fields you want to use when doing 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.
On the Mailings tab, choose the 'Start Mail Merge' button, a list of different types of documents will drop (i.e. Letters, E-mail Messages, etc.). Choose the kind of merge you want to run. Browse to find your Excel spreadsheet you previously saved, and then choose 'OK'.
To perform a Letter mail merge in Microsoft Word In Word, choose File > New > Blank Document. On the Mailings tab, in the Start Mail Merge group, choose Start Mail Merge > Letters. Choose Select Recipients then Use an Existing List. Locate your saved Excel file.
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