Choose Insert. Note: If some of the numbers, currencies, or dates aren't formatted right, see Prepare your Excel data source for a Word mail merge. Use rules for more sophisticated personalization You might want your message to differ, depending on data in certain fields of your data source. 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. 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 If you don't have a mailing list, you can create one during mail merge. If you're using an Excel spreadsheet, format the ZIP Codes or postal codes column as text to preserve any zeros. For more info see Format mail merge numbers, dates, and other values in Excel. 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 6sUogvX.

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