How to Mail Merge Excel to Word | Mail Merge Formatting Issues - Currency, Date & Percentages

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In this video I look at performing a mail merge where my contact list is in Excel and my mail merge document is in Microsoft Word. The mail merge wizard leads me through the steps to complete the merge for letters, emails, envelopes and labels.
Formatting in merge fields can be an issue as the formatting applied in Excel doesn't carry over to Word. This video explains how to use mail merges switches to format date, time, percentage, currency and text merge fields.
Table of Contents:
00:00 - Introduction
00:44 - Starting the Mail Merge Wizard
01:59 - Linking to the Excel workbook
03:19 - Adding merge fields to your document
08:54 - Applying date format to a merge field
09:35 - Applying time format to a merge field
10:51 - Applying percentage format to a merge field
11:57 - Applying currency format to a merge field
12:35 - Changing a text merge field to upper case
13:00 - Applying an IF Then Else condition to your merged document
13:51 - Completing the mail merge and printing
15:02 - Merging to email
16:07 - Merging to envelopes and labels
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[@Kreeper_kat]

You have no idea how much I struggle every year trying to get Excel date to print correctly in a mail merge with Word. Thank you for taking the time to make this video. It has solved every problem and I am so grateful to you.

[@siqandcypress]

Thank you so much Mr. Tugwell for this video. It was a savings grace for a mass email merge we needed to release.

[@Self1313]

Best video yet. One of the top ten videos on youtube of all time.

[@bizzybeez100]

I am in the same boat with the comment below, I send several letters each Spring to my prepay lawncare customers. It was very frustrating I was changing multiple settings in excel and had no idea that word did not bring over the currency format. I cound not imagine editing each individual letter. I'm all thumbs when it comes to office work so for you to share this with guys like me lol! and many others is greatly appreciated. Thank you!

[@ChesterTugwell]

Glad it helped

[@IvanCortinas_ES]

Thanks for telling us about all these possibilities Chester!!

[@nicoleelenzweig6404]

I have NEVER been able to fix the percentages in years!!!!!!!!!!!!!!!!!!!!!!!!!!! Thank you so much LOL

[@carriecook5489]

This was the exact help I needed! Thank you!

[@BundyEight]

Thank you, this has solved my mail merge problem today at work :)

[@elizabethlemoine8857]

Thank you so much for helping me get UK date and currency formats in my mail merge - genius. Many, many thanks

[@evertondel]

Thank you, the formatting was driving me mad, so pleased I found your video.

[@ChesterTugwell]

Glad it helped

[@ann3mal]

THANK YOU SO MUCH!!!! This was extremely helpful!!

[@mikebrady01]

Perfect. Thank you so much. Nice and concise instructions. I was able to do labels while you were doing your letter.

[@owenrichardson1419]

Hi Chester, thanks for the formatting info. I have used mailing for ever and never had the issue of USA dates and currency until I up graded to office 365. Thanks again I was pulling my hair out trying to get the document right.

[@steffanbull4671]

the greatest vid ever made on youtube

[@TQFMFinance]

Thank you! This was so helpful to fix my issue.

[@Lorelaicliff]

This just made my day! Thank you so much

[@hermanm3691]

Thanks - this is spot on and very well explained!

[@ChesterTugwell]

Glad it was helpful!

[@user-qy7jt1xu8q]

This was such a huge help

[@heathernorwood9824]

Thank you so much for this!!!

[@amrutbenahal]

Very useful, thank you

[@wayneedmondson1065]

Great! Thanks Chester!!

[@rakune]

Thanks

[@carlchristopher2534]

Thanks, Chester. Great training video as always. However I have tried to do this multiple times in the past and I'm successful as you shown the 1st time but if I ever go back and want to use the template that I've saved it never seems to work again. Any suggestions?

[@bobwright842]

Chester, have you done a training video where do create an automated Microsoft Word document by clicking a button at the end of the row in your Excel spreadsheet?

[@Papu_Kei]

Thanks very much for this informative video. However, I have a problem here and that is the date that appears in my MS Word is not expressed in the Date format but is expressed as a whole number. I tried formating using the date format but not getting the desired result. Any idea to fix this would be very much appreciated. Cheers! Koni

[@handesonmez914]

thank you Chester. I confused about something, I google it by I could't find anything. What should it be done if you want to apply two kind of format. For example both font and upper case

[@SuperBouks]

Great video. CTRL F9 doesn't produce the second brackets for me. Is there are alternative method?

[@cherbear1552]

This option does not work for me either, is there another option for this (to get the second brackets)?

[@user-lb5ef3nn8i]

Thank you, I have a ID number for a column in excel like 1399-1400-3211 but in mail merge word it shows up as 3211-1400-1399 , How to bring the exact number from excel to word

[@JLee-sx4te]

Hi Chester What is the toggle code to change to 24 hour time without the AM and PM showing?

[@billiemurray8268]

Do you have a tutorial on how to save each individual letter as a separate document?

[@billiemurray8268]

Another Q- how do you know when to use the @ versus the # versus the F9 for the brace brackets? (Sorry for so many Q’s your video was amazing, I’m now trying to work out how to remember it 😂)

[@brandywickens3350]

Hello, do you know if you enter the date in Excel as a full typed date example: March 25, 2023 is there a way to have that as your date in the word document? It seems I can't figure it out.

[@DJDEEM1]

I was wondering the same thing. In order to display a full date highlight the merge field for your date select Ctrl+F9 type \@ "MMMM dd yyyy" after your merge field name. If you would to include the day name type \@ "dddd, MMMM dd yyyy" after the merge field name. Hope this helps. Thanks.

[@sushildhiman6096]

👍

[@atlasarmy1729]

Is it possible to carry forward conditional formatting

[@JLee-sx4te]

Help Chester! Need urgent help please. What is the 24 hour time toggle field code?

[@abduljawad778]

Hello, I have two different accounts in MS Outlook 365 I want to mail merge from a word file to one of the accounts. However, I made that account a default still sending from the other account which I don’t want. Can someone please help me with this?

[@carolynbrathwaite3607]

The Ctrl F9 didn't work so I wasn't able to get the brace brackets :(

[@__Est.her__]

What if I want to round up numbers? For example in my excel spreadsheet, the number is expressed as $35,000 (millions rounded to thousands) and I need the message to say $35 million…?

[@jenniedada-bradshaw6311]

If you have the same person on multiple courses how do you make it so you only generate 1 letter and not 2

[@user-fs2nq4br5z]

I have followed your instructions for changing the format to percentage, however i keep getting a !Syntax Error. Any idea how to fix this?

[@MattyDunn199117]

Following the instructions for the percentage once i right click and select update field i receive !Syntax Error,

[@tutsecret499]

How to fix the format of emails. When all the data and the e-mails are merged, the emails are no longer clickable on the Directory document. All the data is about Counties, Cities and contacts and emails. Then this document is used where they need to click the email to open the email message. On the spread sheet the links work, but on the merged document when you click, it does not work.

[@Cebok_barengan]

I have some problem in merging mails to create certificate, I have two date data 1. current date and 2. date of birth. in column excel apps, i set date format in Germany... but after i open ms word and start letter merge date my set date change to random number in ex 45009, 32512 even I change date language in word still same result. Previously I also followed your tips to add \@ "d MMMM yyyy"} But if I close the excel program the numbers become normal. Please help mee :(

[@satishmuniandy875]

Despite trying, the currency format still doesn’t work is it bcoz i m using word 2013?

[@huuthinguyen431]

I meet the erro "Word found locked fields during the update. Word can't update locked fields." Can you help me?

[@najma260]

Its not working for me😢

[@JLee-sx4te]

I need just 24 hour time without AM PM

[@santtilagmailcom]

That’s a pretty big deficiency that you’re not able to send the attachments as PDFs. I found a way to create individual PDFs, but then I have to mail them separately.