Keeping the Excel Data Format in Mail Merge

Some of us may have experienced, when the data is used as a data source in a Word mail merge, the data format in the document becomes not as they appear in Excel.

In order for Excel data format is maintained until when used in Word, first we set the Word by selecting Tools - Options. On the General tab, check settings on the Confirm conversion at Open.


After that do the steps as usual mail merge process at the stage select the Excel file that will be used as a source of data. After selecting the Excel file that was intended, a confirmation box will Appear the the data source, and select MS Excel Worksheets via DDE (* .xls) and click OK.


Next select the name of the range that has been defined in Excel or select Entire Spreadsheet.


We can see on the Mail Merge Recipients box that appears, the data formatted as in Excel.


Likewise, after the merge field is inserted in the document, the data is formatted as in Excel.


By changing the format of the data in Excel, the result data is displayed on the Word will also change. It can be used as a means of updating the desired data format.

Another thing, when we open the Word document file, containing the question box will appear as shown below.


Mail merge document in order to function, then we must choose Yes.