To import your data source file, choose Window > Utilities > Data Merge to bring up the Data Merge panel. To accommodate for this, make the signature line at the end its own text box and place it far enough away that the body text will not touch it. If all of the text is in one text box the the space for the signature could possibly move up or down depending on the length of the merged text. This can be a problem if you want to place a signature at the end of the letter.
If the body of your letter has areas in it that will be merged with the data, like a donation amount for donor letters, be aware that the length of the information you are merging can fluctuate and cause your text to reflow. Design your letter appropriately marking the areas that will include data from the merge with designations like > and > so you can replace them with the merged data. If your letter is two sided, create a two page 8.5x11 document. Step 3: Set Up Your InDesign FileĬreate your form letter as an 8.5x11 page. This will generate a document that has each piece of data separated by a comma or tab depending on the format you save it as. Once you have all the rows and columns adjusted, you need to save the Excel spreadsheet as a comma-delimited file (.csv) or a tab-delimited (.txt) file. You will most likely want your envelope to have the mailing name and address in all caps, but on the form letter you will want the salutation to be in upper and lower case. If each row is typed in all caps, then the merged document will be in all caps. When checking your Excel spreadsheet and making sure that all labels and rows are correct, how the data is input into each row is how it will show when you merge the document into InDesign. Row one of your spreadsheet should have the labels for each column be sure that each column has a unique label to keep them separate when merging into InDesign. and rows that have the information for each recipient of the form letter and envelope. The data source file is most commonly an Excel spreadsheet set up with columns that have the designated labels for name, salutation, address, etc. Using the same data source file, we can create both the letter and envelope easily. For this example, we will look at an Excel spreadsheet that contains information that needs to be used to create a form letter and envelopes. Data merge is commonly used for form letters, addresses on envelopes, mailing labels and can even be used for numbering. What Does Data Merge Do?ĭata merge allows you to take an Excel Spreadsheet, with rows and columns of data, and merge those fields into their assigned places in InDesign.
#Indesign data merge multiple records from right to left how to#
I mean ready - for printing.In this installment of Learning Adobe InDesign, we take a look at data merge (also known as a mail merge) and how to set up your InDesign document. The whole calendar can be done in less than two hours. It is good to master it to save time even for yourself. Good luck.ītw: this function is the number one thing I love about Indd, it saved me hundreds of hours. If you have your data from left to right, simply rotate them to go from top to bottom in excel (it is maybe two clicks to do that). Note: the indesign will continue to fill the pages until it runs out of data so if you Data_ units it will run 6000 pages no matter what (unless you set you want only 5000 in a window what will pop up before you merge it). You will see the columns in the indesign by the name in the first cell (data_01).
You can have as much columns as you want and each column can be put multiple times in the text box in the indd master page. Simply name the column in the upper cell (for example data_01) and put your data under it. What I want to say is that you can have multiple records for multiple text or image boxes in the master page. I have a whole excel sheet with a calendar with: names, numbers, years, days, lunar phases icons, zodiac signs icons even main images for each page so I only build a master page with my graphic design and all the stuff.
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