ConclusionĪs you can see, this is a powerful tool thatĬan save you a lot of time when having to print copies of a document with lots This makes it easy to make adjustments to one page without affecting the rest of the document.įrom here, you can save your document and printĪs desired! It’s a good idea to keep a copy of the original document and data,Īlong with this new document you have created. You’ll also notice that this new document doesn’t have the data tags anymore. Make sure to scroll through all the pages to ensure that all data is accurate and to make any final adjustments to the design. Notice how your new document has multiple pages, one for each of the data points from your text file. However, don’t worry too muchĪt this point, as you’ll get a chance to make changes. Record or a range of records from your data.įor this example, let’s just leave All Records selected. Open, you are presented with a whole bunch of options. Now that the Create Merged Document window is To do this, click the Create Merged Document button to open the window. Placed, you can now create a document which Once you are happy with all the data you’ve In order to preview all of the data points, you can use the arrows on theīottom right of the Data Merge window. On the bottom left of the Data Merge window, check Preview. Where we need them, we can take a preview. Now that all the data areas have been placed Repeat the step on all the areas, for Title, Phone, and Email. The font settings have remained the same, ensuring the This means that this is a placeholder for all of the Then, click the Name label in the Data Merge window. Using the Text Tool, highlight the area where you want the name to be replaced.

Using this, we can start to place our text data where we would like it to display. You will see the different entities that were placed on the first line of our text document. Click the hamburger icon on the Data Merge panel and choose Selectįrom here, find the member.txt file you made earlier and click Open. You can find this under Window > Utilities > Data Merge. The merge features, we will need the Data Merge panel. Once you have your document open and ready, we can start adding elements where we want to present our data. Just make sure you've got it opened up and ready to go. You can also use your own document, or design, if you prefer. In this tutorial, we're going to apply our text file to a business card design, as an example. Once you have all the data that you need in your text file, make sure to save So here, for example, we have an employee named Jessica Style. The commas that separate each category are in order. You can put in as many as you need! Collectingĭata this way will save us a lot of time later. Step 3Įach line after the first will represent a single data entry.įor this example, we've included four different employees. These are our InDesign data merge labels which will be used to identify each of the data entries.

The first line will be the name of the fields, while each line after it will represent an employee that we want to include.Īs you can see, we have the categories Name, Title, Phone, and Email. Once you have your new text file open, you’ll need to enter some dataįields. On Windows, I would recommend using Notepad, while on Mac, I would recommend using TextEdit to do so. On your desktop, create a text file, and name it members.txt. The same design, but the business cards will need to be customized for eachįirst, to collect the data, we’ll use a. This will vary per project, but in this example, we’ll collect employee data for business cards.

The first step is gathering and formatting the necessary data that we want to You are welcome to use it along with me, or use an InDesign document of your own. We're going to use this business card template in this tutorial. The following assets are used in this tutorial:

Data merge excel to indesign