To prevent multiple prompts displayed by Word every time you open the data file, clear the Confirm file format conversion on open check box after connecting to your mailing list. It may take Word quite a while to connect to your Excel data source via DDE, so please be patient - this will save you even more time in the long run :) In the Confirm Data Source dialog box that opens, check the Show all box in the lower left corner, then choose MS Excel Worksheets via DDE (*.xls), and click OK.Browse to your spreadsheet, select it, and click Open (or double-click the file).When it comes to selecting recipients, choose Use an existing list. Start your Mail Merge as usual (the detailed steps are here).Scroll down to the General section, select the check box Confirm file format conversion on open and click OK.
Mail merge on a mac excel to word how to#
How to use Dynamic Data Exchange to connect to Excel sheetīefore starting a mail merge, perform the following steps in Microsoft Word. Solution: For Word to display postal codes, dates, prices, percentages and other numeric values in the right format, connect to your Excel workbook using Dynamic Data Exchange (DDE). In our case, Excel's date 20-May-22 is transformed into in Word.
For example, 30% formatted as Percent in Excel may appear as 0.3 or 0.299999999 in Word.
Currency - appears without the currency symbol, thousands separator, and decimal places.In Word, an underlying value (2451) shows up. In Excel, a leading zero is displayed because a cell has a custom number format such as 00000.
Mail merge on a mac excel to word code#
Zip code - appears without a leading zero.Now, see what happens in a Word mail merge document: To illustrate the problem, please have a look at the source data formats in an Excel worksheet: As a result, in a Word document, the data appears in the format in which it is stored internally in Excel, and not in the format applied to cells. The problems typically occur with numbers formatted as percentage or currency, or numbers containing leading zeros such as zip codes.Ĭause: By default, Microsoft Word uses the OLE DB connection, which pulls in the information but not formats. When performing a mail merge from an Excel worksheet, some of your numeric data may lose formatting after coming through the merge. How to keep leading zeros in mail merge.The troubleshooting tips below will help you fix typical Mail Merge formatting problems. Numbers properly formatted in Excel may not appear correctly in a Word document. Some fields might not be populated or filled with wrong information. As it turned out, using Word's Mail Merge to automate the creation of a document from an Excel worksheet may present lots of challenges. In one of our previous articles, we looked at how to mail merge from Excel to Word to send personalized letters or email messages. The tutorial shows how to keep formatting of numbers, dates, percentage and currency when doing a mail merge from Excel to Word or change it to your liking.