Excel to Word Mail Merge Help.

[TJ13]

So I am trying to do a conditional format in Word mail merge from an existing list from Excel.
I want to have the mail merge output to display different header color for each category from Excel.
I have the main mail merge template and the word template if need to send.

I just can't think of how to do it without messing everything up.
Or a macro for the information to where I only have to input the category and the rest is all there.

 

[Jump_Ace]

I haven't done a mail merge in like 5+ years. Have you tried to copy/pasta your question to Chat GPT?


Jerome

 

[DG_Silva]

So I am trying to do a conditional format in Word mail merge from an existing list from Excel.
I want to have the mail merge output to display different header color for each category from Excel.
I have the main mail merge template and the word template if need to send.

I just can't think of how to do it without messing everything up.
Or a macro for the information to where I only have to input the category and the rest is all there.

I saw this a while ago and haven't had a think back to it but have you tried this? https://www.gmass.co/blog/if-then-conditional-formatting-mail-merge-word/

 

[persimmontaxi]

I don’t know if you’ve found a solution yet, but I’ve wrestled with something similar before. Here’s what worked for me. First, I added a helper column in Excel with some sort of “code” for the categories (like “RedHeader” or “BlueHeader”). Then, in Word, I used field codes (the “IF” function) to apply different formatting based on those codes. It’s not super intuitive, but once you get the hang of field codes, it works.

And macros. After running the merge, I used a VBA macro to apply header formatting based on the categories. It took a bit to set up, but it made everything look perfect without manual tweaking.

If you’re doing this a lot, though, I’d suggest trying something like https://gpt.space/sheets. It’s been great for me with big datasets—especially when I needed to automate repetitive formatting tasks or create dynamic columns in Excel before the merge. Saved me hours of trial and error.