How to Mail Merge Excel to Word | Mail Merge Formatting Issues - Currency, Date & Percentages

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In this video I look at performing a mail merge where my contact list is in Excel and my mail merge document is in Microsoft Word. The mail merge wizard leads me through the steps to complete the merge for letters, emails, envelopes and labels.

Formatting in merge fields can be an issue as the formatting applied in Excel doesn't carry over to Word. This video explains how to use mail merges switches to format date, time, percentage, currency and text merge fields.

Table of Contents:

00:00 - Introduction
00:44 - Starting the Mail Merge Wizard
01:59 - Linking to the Excel workbook
03:19 - Adding merge fields to your document
08:54 - Applying date format to a merge field
09:35 - Applying time format to a merge field
10:51 - Applying percentage format to a merge field
11:57 - Applying currency format to a merge field
12:35 - Changing a text merge field to upper case
13:00 - Applying an IF Then Else condition to your merged document
13:51 - Completing the mail merge and printing
15:02 - Merging to email
16:07 - Merging to envelopes and labels
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Тэги:

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