Copper Contributor

mail merge from excel to word not formatting correctly dates and currency


1 Reply


Word ignores the formatting applied in Excel, so you have to apply the formatting in Word.

Right-click a merge field in your merge document.

Select Toggle Field Codes from the context menu.

You will see something like


where FieldName is the name of the merge field that you want to format.

For a number, change it to look like for example

{ MERGEFIELD FieldName \# "$#,##0.00" }

For a date, change it to for example

{ MERGEFIELD FieldName \@ "MMMM d, yyyy" }

Press F9 to hide the field code and to update its result.