What's the difference between the DataMerge.exportFile or rgeRecords methods?Īlso, we are planning to use similar logic on the InDesign server.How do I actually instantiate the DataMerge class, once I have an existing Document object?.Use Data Merge and let InDesign do all of the hard work for you Remember to check back tomorrow If you miss a few days don’t worry, keep an eye on our playlists to find monthly roundups of our 365. What method do I use to supply the CSV import file for the data merge? This extremely useful when working with a template in Indesign (i.e a business card) where each version needs slightly different information.Actually execute the data merge, and output the resulting PDF(s) (I think this is via either the DataMerge.exporFile or rgeRecords method, but not sure how to access those methods)īasically, what is not clear in their SDK is the following:.Provide the path to the CSV import file (not exactly sure where to do this).Create an instance of the InDesign application (hiding the window).Here's what I have so far in terms of process: I have an existing CSV file I will be using to conduct the import, and I have an existing InDesign file that can accept the mapping. I am currently using the COM interop classes from the SDK to achieve this, but I having trouble actually instantiating the classes required to actually execute the data merge. It's free.I am trying to implement a solution where we can automate the data merge process offered by InDesign (see here: Merge data to create form letters, envelopes, or mailing labels in Adobe InDesign ). Still don’t believe it’s easy to create a data merge in InDesign? Seeing is believing! Click here to interact with an online simulation and I bet you will soon be convinced. Click the Fly Out menu again and choose Create Merged DocumentĪ new, merged document will be created that is a merge between the data in your data document and the InDesign target document.Click the data fields to insert them into the InDesign document.Īll you need to do now is merge the document. Heres how you can import the data source file in InDesign: Step 1: Open the Data merge panel in InDesign by clicking on 'Window > Utility > Data Merge.Now you will add the data fields to the InDesign document. This is where you select the data document file as your data source.Īs mentioned earlier, the items in the first row of the data document appear in the Data Merge palette as data fields. You create the target document in InDesign as you would create any InDesign document-except you add data-field placeholders that will serve as a conduit between the InDesign document and the data document.Īfter creating the target document in InDesign, it's a simple matter of merging the data document with the target document. Keep in mind that the first row of your data will become the HEADER row in your data and will translate into Data Fields in InDesign.Īfter you finish creating the data document, start InDesign and create a target document. Separate the data by pressing the TAB key on your keyboard. But if you want an easy test document, type the data in a word processor like NotePad. You can use just about anything to create the data. InDesign may spin for a bit, depending on the size and complexity of your deck. The process for creating a data merge in InDesign is surprisingly simple. To generate the file with all of the cards, click the Create Merged Document button at the top-right of the Data Merge panel: This opens a dialog box: Leave all the settings at their defaults and click OK. For instance, if you wanted to create certificates, the names you want to appear on each certificate would be typed into the data document. The data document contains the information that changes from document to document. Or, read the steps to success below:Ī data merge consists of three parts: a data document, a target document and a merged document. Believe it or not, you can perform complex data merges in InDesign CS 2 that allow you to create form letters, certificates, envelopes and mailing labels out of raw data.Ĭlick here to interact with an online simulation that will teach you how.
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