Merging Data From Excel To Different Formatted Fields In Word

[Brent E]

Good morning,

Being vaguely familiar w/ the mail merge function and from reading through
some of the posts on the mail merge subject, I know this is possible but need
somebody to walke me throught the steps.

Goal: I will put together a Word document that I would like to populate
sections from data in Excel

I have some questions regarding this:

1. Does the mail merge feature work in Text boxes also or how do you create
a "field" to use w/ a mail merge?

2. Does the formatting of a field or text box matter in the merge process?
(E.g. if I have a name field that is set to a specific and large font type,
but then an address field at different font size or color, does this limit
the merge abililty? And will the properties of the data moving over keep the
formatting properties of the cell in Excel or take the field properties from
Word?)

3. What are the steps to create the mail merge once I have the "fields" set
the way I want them in Word? I tried walking through the wizard but wasn't
clear to me how to select a field in Word and then map the data from the
Excel source.

I appreciate your assistance. Thanks in Advance.

Cordially,

 

[Graham Mayor]

1. Does the mail merge feature work in Text boxes also or how do you
create a "field" to use w/ a mail merge?

Text boxes are in the drawing layer of the document and work unpredictably.
They are best avoided as containers for merge fields. use frames or table
cells instead.

2. Does the formatting of a field or text box matter in the merge
process? (E.g. if I have a name field that is set to a specific and
large font type, but then an address field at different font size or
color, does this limit the merge abililty? And will the properties of
the data moving over keep the formatting properties of the cell in
Excel or take the field properties from Word?)

From Word 2002, the formatting is that provided by Word - you may find
http://www.gmayor.com/formatting_word_fields.htm useful.

3. What are the steps to create the mail merge once I have the
"fields" set the way I want them in Word? I tried walking through the
wizard but wasn't clear to me how to select a field in Word and then
map the data from the Excel source.

The essence of merges generally is covered at
http://www.gmayor.com/mail_merge_labels_with_word_xp.htm

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Graham Mayor - Word MVP


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