Open the source file for the mail merge, in excel, then Save it as a.xlsfile instead of a.xlsx Then go back into the Word document, remove the data source and replace it with the new file with the.xls extension. This will make mail merges not object to the Text Converter being absent, and the mail merge will work, this way. Microsoft Office (Excel, Word, Outlook) Email Merge This blog post is really about how to do an email merge using Microsoft Office on a Mac, so here are the steps and considerations. I'm using Gmail as an example, but you can do an email merge with any kind of email account, as long as it can be put into Outlook (Exchange, POP, IMAP, etc.). Add characters, remove strings, split cells, extract text, trim spaces, convert symbols, change case, count chars and swap text — the tool lets you do all this quickly and accurately. Feel free to use in Excel for Mac as well as in Excel for Windows and Excel on the web. Jan 01, 2019 Excel Text Converter For Mail Merge MacWhen converting a Word document from an Excel data source to mailing labels, you must re-name your Excel file to the document name and the appendage '.xls' and NOT.xlsx!! This took me a frustrating afternoon to figure out that on a Macintosh Powerbook G4 run on. Open the source file for the mail merge, in excel, then. Save it as a.xls file instead of a.xlsx. Then go back into the Word document, remove the data source and replace it with the new file with the.xls extension. This will make mail merges not object to the Text Converter being absent, and the mail merge will work, this way.

I just updated to the new Yosemite operating system. I have been trying to mail merge an excel document into a Word document to make labels and keep getting the message that says 'This file needs to be opened by the Excel Workbook text converter, which may pose a security risk if the file you are opening is a malicious file. Choose OK to open this file only if you are sure it is from a trusted source.' Which it is, because I made the excel spreadsheet. Then, I hit okay and I get this, 'The converter necessary to open this file cannot be found.'

If anyone can help me, I need very basic step by step directions, as I am not a technology savy person. I have NEVER had any problems like this so I do not know how to fix it. Any help would be greatly appreciated!

OS X Yosemite (10.10.1)

Posted on Jan 11, 2015 9:55 AM

Convert Labels into Mail Merge Data File

See also my Labels to Excel Worksheet add-in

The company addresses used in this example, were taken from an old sample mailing list and may not reflect the current addresses of the companies concerned.

Convert the table to text

If you have more than one page of mailing labels in a document, it becomes difficult to maintain. The labels should be converted to a mail merge data source which can be merged to create a new label document.

In the following examples I have toggled-on the formatting information (CTRL+SHIFT+8 - or click the ¶ button on the Home tab of the Word ribbon) to demonstrate more clearly what is happening.

The first step is to extract the addresses by converting the table to text. In Word versions to 2003, click in the table and from the Table menu select Convert > Table to Text.

In Word 2007/2016 select the table then click Convert to Text on the Data section of the Layout Tab of the ribbon. The button positions vary with version, but the command is at the right hand side of the ribbon.

Using paragraph marks as record separators (see above), the result should appear like the first of the two examples below.

If, like the right column example, it has the marks that indicate 'soft returns' against some of the address lines, then you must use the replace function to replace ^l (lower case L - which represents ) with ^p (which represents ¶), to produce a result similar to that of the left column.

Excel Text Converter For Mail Merge Macro

With label documents spanning several pages, it will probably be necessary to extract each page separately.

If each label had the same number of address lines, you could simply convert back to a table now, but they rarely do, so we now need a few more steps to complete the process. First step is to insert a marker that will hold the ends of each address. Each address is terminated by (at least) a double paragraph mark, so we can run a wildcard search to replace that double paragraph mark with a random and unique string of characters to produce the result below. On reflection, '@' was not the most ideal choice as it is a reserved character in searches, but we can work round that one.

To search for a paragraph mark in a wildcard search, you must enter ^13 and not ^p in the 'Find what' string. The 'Replace with' string should, however, use ^p.

For more information on wildcard searching in Word see https://www.gmayor.com/replace_using_wildcards.htm

Next step is to swap those paragraph marks for tabs, to put each record on its own line. The search string looks for each paragraph mark and the character preceding it, but *not* characters preceded by @. The replacement string restores the preceding character and adds a tab in place of the paragraph mark.

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The result is as follows:

Next step is to lose the marker. Use a simple search, without the wildcard option, to replace the marker with nothing:

If you wish to sort the list into alphabetical order, you can do so now, or later when you have converted the list to a table.

You can now select the list and again from the Word 2003 Table menu, convert the selected text back to a table.

In Word 2007/2016 the convert text to table command can be found on the Insert Tab of the ribbon after clicking Table:

Thereafter whichever Word version you use the dialogs are similar.

Add a title row at the top of the table. The names are not critical, just make them memorable and unique.

Because the original labels did not have a fixed number of lines, the different parts of the address do not line up vertically. This should not matter when you come to merge the addresses into the new label document. Simply include all the fields on the label.

Excel Text Converter For Mail Merge Macros

Save the finished table and you have a data source that is easier to maintain and which Word can use to create a new label merge.

Better still copy the table to an Excel worksheet for even more versatility.

Format Excel For Mail Merge

Process as above using a macro:

Below is a macro based which adopts a different approach and which includes a few corrections for matters that might pop up along the way, then saves the results as a sorted data source. The macro has been tested on a variety of (but not all possible) label layouts in both Word 2003 and Word 2007, so please test it on a COPY of your label document.

Excel Text Converter For Mail Merge Mac Outlook

If you don't know what to do with the macro code see Installing a macro from a listing
For those uncomfortable with VBA programming - See also my Labels to Excel Worksheet add-in