Using OLE for mail merge is a straightforward process, except for the step of formatting your data. The data that Excel receives is in its raw numeric format, unless it's marked as text in the source application. What this means is that zip codes lose their leading zeroes and nine-digit zip codes lose their hyphens, and monetary values come over as plain numbers. OLE lets you choose which worksheet in a workbook you want to use.If you are importing zip codes or currency you will need to do some work within Word to format the data correctly. OLE does not preserve data formatting.That's it! When you Finish & Merge, you should get your data formatted as it's formatted by Excel or Access. Scroll down until you find either "MS Excel Worksheets via DDE (*.xls)" or "MS Access Databases via DDE (*.mdb, *.mde)," and select the appropriate one.In the "Confirm Data Source" dialog box, check the "Select All" box.From the Word Mailings tab, choose "Select Recipients," and then select your data file to open.When you're ready to do your merge, you won't automatically be given the choice to use DDE you must instruct Word to give you that choice. Choosing DDE as your Communication Method This setting will be saved until you change it. Check the "Confirm file format conversion on open" box.Scroll down the panel on the right until you get to the "General" section.In Word, go to Office Button->Word Options, and select "Advanced" from the panel on the left.Whether you're using a local or a server data file, you must explicitly enable use of DDE in Word. These settings should remain set, but installing Windows XP Service Packs may change them. "OK" the dialog and then close out of Administrative Tools and the Control Panel. ![]()
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