How to link Excel fields with MergeField in Word?

[Fabulist]

Hello everyone,

I have a specific form which needs to pull data from an Excel file and place the data in specific areas in Word. However, I fail to understand how to do the proper linking with MergeField, which I assume is the appropriate method.



Specifically, the Excel file has over 1000 data rows, each row has 2 numerical and 1 text cells that need to be linked to the form, so I assume with a successful MergeField I would have all the necessary forms automatically produced (1000 Word files for each Excel row) - or that is what I am understanding at least.

Can someone help me out achieve this?

Thank you in advance!

[Charles Kenyon]

Mail Merge
You want a name in the top row of your Excel sheet for each column being used. That gives you your mergefield names.

The Word end is handled under the Mailing tab.
You make your main document a mail merge document. Then you attach your data. Then in Word you can insert fields to the main document using the titles shown in the Excel sheet.

[Fabulist]

Thank you for your response and please excuse my delay to reply. I was not even aware a wizard was available, for some reason, I always chose to ignore the option and do it via data insertions.

So I added the list with the proper headings and they do appear correctly; addresses, names, codes, phones and so on. I point the wizard where I want the data to be placed and I get { MERGEFIELD "Addresses" } for example. But during the preview, nothing happens, I still see { MERGEFIELD "Addresses" } instead of the address itself. This happens to all previews. Saving and reopening the document also changes nothing.

What am I missing?

EDIT: Something I did was blocking Word from doing its job, it is working now, thank you!

Can you tell me how to fix numerical values to appear as they are from the Excel table (only 2 decimals, not all)? MERGEFORMAT is working on this as far as I can tell.

Figured it out, thank you for your time.

[macropod]

You have Word's field code display toggled on. Pressing Alt-F9 toggles it on/off.

As for the formatting issues, see the Mailmerge Tips and Tricks 'Sticky' threads at the top of this forum:
https://www.msofficeforums.com/mail-...ps-tricks.html