Before starting a mail merge, perform the following steps in Microsoft Word. Go to File > Options > Advanced. Scroll down to the General section, select the check box Confirm file format conversion on open and click OK . Start your Mail Merge as usual (the detailed steps are here ). You can change the format of a date field in a Microsoft Word mail merge document using switches in field codes. Typically, date formatting problems occur when the source document for the mail merge is an Excel workbook or Access database. Mail merge date fields can only be changed using switches. 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 When you perform a merge mail in Microsoft Word, the formatting of an MS Excel data file is lost. You must edit the field code if you want to change the color of the conditional text. For example, if you want to change the color of "Truetext" to blue, modify the field code as follows: Open a Microsoft Word document and compose your message. When you finish your message and are ready to create the merge, go to the Mailings tab. Use the Start Mail Merge drop-down arrow to select "Step-by-Step Mail Merge Wizard." You'll see a sidebar open on the right which walks you through the mail merge process. Make sure: Column names in your spreadsheet match the field names you want to insert in your mail merge. For example, to address readers by their first name in your document, you'll need separate columns for first and last names. All data to be merged is present in the first sheet of your spreadsheet. .

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