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Leading 0’s in Your Mail Merge

July 11, 2011

Have you tried to do a mail merge and discovered that all of the leading 0’s in zip codes containing them ended up dropping said 0? Formatting does not by default copy over from Excel to Word. (Sometimes Microsoft can make you tear your hair out!)  Here is an easy fix, though:

  1. Click on the Microsoft button if you have 2007 or the File tab with 2010.
  2. Go to Options/Advanced/General (near the bottom).
  3. Check “Confirm file format conversion on open
  4. Go through the mail merge selection process again. After you have selected the Excel file, you should see a dialog box titled "Confirm Data Source".
  5. Check "Show all". Look down the list for "MS Excel Worksheets via DDE (*.xls)" and select it (it should work even if the data source is .xlsx.
  6. In the next dialog box, select "Entire Spreadsheet", and take it from there.

This can only work if (a) you have Excel on your system and (b) the data is in the first worksheet in the workbook.


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