If you need to switch numbers between Excel and Word, you may need to format them correctly.By clicking on the small buttons to the right of Preview results you can switch from one-page content to another.Once all the substitutions have been made and the data taken from the Excel sheet has been entered, it is possible to click on the Preview results button to check if the information is correctly read from the spreadsheet and entered in Word.By selecting the exact point of the Excel document where the information taken from the Excel sheet must appear and choosing the Insert merge field, you can have the Word document automatically personalized.Once the link between the Word document and the Excel spreadsheet has been established, a series of buttons will appear added on the right, in the menu bar.Since the first row of the spreadsheet contains header information, you will leave the First row of data contains column headers box checked. The next step is to choose the name of the Excel sheet containing the data to be used in the Word document.The important thing, before proceeding, is that the spreadsheet is closed and not open in any application.Let’s assume that it is an Excel sheet containing a list of customers or a list of transactions. For example, you can specify an Excel file in XLSX format containing a series of test data generated randomly with the online service. Word will ask for the source of the data, such as an Excel spreadsheet or a database stored in various formats.After clicking Letters then the Start Mail Merge button and finally Standard Word Document, you can go to Select recipients and then click Use an existing list.The first step consists in preparing the Word document that will serve as a model and then preparing the connection with the data source Excel file.In other words, it is a process that allows you to “merge” a list of recipients with an initial document (such as a letter, an invitation, an email or to create labels). It includes a list of contacts and a main document that you can customize with each of the names in the list.
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