To list them you just write the field name, and then fill the records with the data you want InDesign to import. My file at the moment has product_name, product_description, and price columns. Make their name descriptive (and understandable) because InDesign will use those name to indicate the sets of data inside its interface. In the first row of the source file you should list all the fields you are going to use in your layout. You can create it with Excel, Numbers, OpenOffice, or any similar application. Prepare the data file for import (.csv or. If you don't already have a layout in mind, you can start from a catalog template or any other InDesign template. You can automate many different types of documents, from business cards, to flyers, or catalogs. It has the name of the product, its picture, a short description, the price, and a barcode. We need to create a prototype, in InDesign, of the layout we want to use in the data merge process. So, If you are looking for a way to create several business cards in just a few seconds, you should definitely read that post.
#Mail merge from excel csv file how to
Update 2020: I recently wrote a new tutorial on how to make several business cards using InDesign Data Merge. When should you use data merge?ĭata merge is great when you have to lay out a document (or part of a document) that has a "prototype example" (repetitive layout) that needs to be repeated in a grid or one record per page with different data. However, she doesn't talk about data merge with images, so for that (and because this guide goes more in depth), I invite you to keep reading even after you've seen the video. It's great content, explained very well, and Teela’s voice is calm and clear. She explains in eight minutes how to create a certificate using data merge. If you prefer a video guide, see this video by Teela Cunningham. Read further in the tutorial to create documents with a structure-layout similar to these: Run a preview to make sure of the result.Add the placeholders to the prototype design in your document.Select the data source in InDesign using the Data Merge panel.Create a prototype in an InDesign document.Create the data source file-in the first row, name the fields (use in front of the field name for images).In this tutorial, I'll show you the basics and then I'll highlight possible issues you might encounter and their solutions, so that you can master this feature in no time.
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