If you perform a mail merge in Microsoft Word and you use a Microsoft Excel worksheet as the data source for the recipient list, some of the numeric data may not retain its formatting when it is merged. This behavior applies to formatted percentages, currency values, and postal codes, as shown in the following table: Expand table Cause Step 1: You right-click on the inserted data and select Toggle Field Codes . Or use the following keyboard shortcut: Windows: Left click on the inserted data and then press Shift F9. macOS: Left click on the inserted data and then press Fn Shift F9. Open edit format numbers in Mail Merge Make sure: Column names in your spreadsheet match the field names you want to insert in your mail merge. For example, to address readers by their first name in your document, you'll need separate columns for first and last names. All data to be merged is present in the first sheet of your spreadsheet. This end-to-end tutorial will teach you how to effectively mail merge in Word using an Excel sheet as the data source. Mail Merge can be a real time-saver when it comes to sending mass mailings. It lets you quickly create custom letters, emails or mailing labels in Word by merging the information you already have in your Excel spreadsheet. Options for the Date Mail Merge Field Switch. To apply custom date formatting to a date mail merge field, use the date-time format switch \@ and add the desired expressions for the day, month, and year in double quotes (see examples below). When you perform a merge mail in Microsoft Word, the formatting of an MS Excel data file is lost. You must edit the field code if you want to change the color of the conditional text. For example, if you want to change the color of "Truetext" to blue, modify the field code as follows: Mail Merges - Formatting Numbers in a Merge Field. Published. October 18, 2009. When performing a mail merge in Word, numbers don't always automatically display with the correct formatting (currency, decimals, etc.). Here's how to fix it. KIx9I.

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