Skip to content

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.

Advertisements

From → Excel, Word

One Comment

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: