How do i keep number formatting in mail merge

When using mail merge in Microsoft Word, you may encounter issues with number formatting, such as dates, times, or currency values, being changed or lost during the merge process. Here are some tips to help you keep number formatting in mail merge:

  1. Use the "Format" tab in the Mail Merge Wizard: When setting up your mail merge, click on the "Format" tab and select the "Number" format that matches your data. This will help Word recognize the format of your numbers and preserve it during the merge.
  2. Use the "Number" field code: Instead of typing the number directly into your document, use the "Number" field code (e.g., =NUM 12345) to insert the number. This will allow you to specify the format of the number, such as currency or date.
  3. Use the "Format" option in the "Insert Field" dialog box: When inserting a field code, such as a date or time, click on the "Format" option and select the desired format from the drop-down list.
  4. Use a template with number formatting: Create a template with the desired number formatting and use it as the basis for your mail merge. This will ensure that the formatting is preserved during the merge.
  5. Use a macro or VBA code: If you're comfortable with programming, you can use a macro or VBA code to format your numbers before the merge. This can be a more complex solution, but it provides greater control over the formatting process.
  6. Use a third-party add-in: There are several third-party add-ins available that can help you preserve number formatting in mail merge, such as MergeTools or Mail Merge Helper.
  7. Use a workaround with text formatting: If you're having trouble preserving number formatting, you can try using text formatting instead. For example, you can use the "Text" field code (e.g., =TEXT 12345) to insert the number as text, which can help preserve the formatting.

By following these tips, you should be able to keep number formatting in your mail merge and ensure that your numbers are displayed correctly in your output document.