Before starting a mail merge, perform the following steps in Microsoft Word. Go to File > Options > Advanced. Scroll down to the General section, select the check box Confirm file format conversion on open and click OK . Start your Mail Merge as usual (the detailed steps are here ). Step 1: Set up your data source in Excel If you're using an Excel spreadsheet as your data source for a mail merge in Word, skip this step. If the data source is a .txt or a .csv file, use the Text Import Wizard to set up your data in Excel. After you successfully import a .txt or .csv file, go to Step 2. If you're using Excel for Microsoft 365 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. To apply a format to a field, you must include a numeric switch (formerly called a picture switch) in the field's field code. The first thing you have to do is to see the actual field code. Open the Mail Merge document and click the Mailings tab at the top of the window. In the main Word mail merge document, select the number field. Right-click the field and choose Toggle Field Codes from the drop-down menu to display the field code. You can also press Shift + F9 to display the field code. If necessary, delete \*MERGEFORMAT from the field code. Enter the switch after the field name (such as \# $#,##0).
This allows Word to get info from your data source when you do the mail merge. Format the fields however you want, like changing font styles or adding formatting rules. Preview and adjust before doing the mail merge. Look at individual records and make changes if you need to. Once you're happy with the preview, do the mail merge.
Formatting date properly during mail merge in Word. Please add the following formatting data: \@"dd MMMM yyyy" into the merge file of date. And the merge field of date should like this: {MERGEFIELD DATE\@ "MMMM d, yyy"} The format of date will be like this: Note:you can change the date format to whatever you like. Other possible formats could V0F51.
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    • mail merge with formatting