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

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.

[Self]

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

[nicoleelenzweig]

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

[siqandcypress]

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

[mikebrady]

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

[evertondel]

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

[BundyEight]

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

[IvanCortinas_ES]

Thanks for telling us about all these possibilities Chester!!

[bizzybeez]

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!

[carriecook]

This was the exact help I needed! Thank you!

[Lorelaicliff]

This just made my day! Thank you so much

[elizabethlemoine]

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

[annmal]

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

[hermanm]

Thanks - this is spot on and very well explained!

[owenrichardson]

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.

[TQFMFinance]

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

[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

[AyubKhan-cxf]

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

[SuperBouks]

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

[bobwright]

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?