And, learn more about the numeric switches available to control the formatting of Excel or other numeric mail merge data.ĭiscover more ways to save time editing and formatting your Word documents at /Word. These labels are the column names in your Excel spreadsheet. You can see a drop-down list of some mail merge labels. To do this, click on Insert Merge Field from the Write & Insert fields group. Try these options for formatting date and text mail merge fields to get the results you want in your documents. You can also add other mail merge fields, like your contact’s first name, company name, email id, etc., from your Excel worksheet to your Word template. Simply highlight the entire merge field and apply the formatting from the Microsoft Word Home tab in the Ribbon. If you’d like to format mail merge fields with bold, italics, or font color, you don’t need to customize the merge code.
#HOW TO MAIL MERGE FROM EXCEL TO WORD CODE#
You should now see the actual field code for the field which should look something like Īdding Font Formatting to Mail Merge Fields Or, right-click on the field and choose the Toggle Field Code option. Press + F9 to reveal the field coding.Select the mail merge field, such as Company, as shown in this example.Try this formatting fix on letters, emails, and other documents that link to mail merge data from Excel, Word, or Access. How can you apply custom text or date formats to a mail merge field to accurately display the formatted text in a Word mail merge main document? The solution is to add a mail merge switch to the mail merge code or MERGEFIELD instruction.
Fortunately, there are options to customize the format of date or text fields without creating multiple versions in the original data source.
Or, perhaps you want to change the display of date merge fields especially if the original date is not merging with the correct format. For instance, a text field such as a project title or vendor name may be used in a variety of documents in various formats such as UPPER CASE or lower case. Whether you are bringing data in from an Excel worksheet, an Access database, or a Word table, you may sometimes want the flexibility of applying different or consistent formatting to text or date fields as you reference them throughout your mail merge documents. Working with the mail merge feature in Microsoft Word is a time-saving option to create repetitive, custom-tailored documents from letters to contracts to emails to labels and more.
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