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Mail merge with Excel & getting zip code to work correctly

May 25, 2015

Although a mail merge is done in Word, you can use an Excel spreadsheet. Make sure that the field names are in the very first row when doing it. Also, you need to know that zip codes in the northeast begin with a “0” and will not convert correctly in the merge. You MUST convert the spreadsheet into a CSV file which is done doing file save as and choosing this function from the drop down arrow. This video demonstrates the merge function and towards the end how to convert the spreadsheet.


From → Excel, Word

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