Go to the text boxes in your design where you wish these fields to show up and click on the field name once in the panel. Now that you have the CSV file linked with indesign you will see several data fields in the Data Merge panel. Assigning the data fields inside text boxes Navigate to the place where you saved the CSV file. Now select the further options on that panel and click “Select Data Source…” Open up the data merge panel under Window – Utilities – Data Merge. Assign the CSV file to the InDesign document You can use master pages for the layouts but the editable text needs to be on the main pages otherwise it won’t work. If not the different sheets will be separate CSV files. If you have multiple sheets of data try and consolidate them to one. Make sure you have your headings across the top and records underneath as shown.Įxport your data to a CSV format (comma delimited file, NOT tab delimited file). In this example I am using Numbers on Mac however, these steps should be similar to Microsoft Excel in Windows.Īdd any data you’ll need in the InDesign document onto the spreadsheet. You can create the CSV using Microsoft excel or numbers for mac or export it from a number of other databases such as WordPress, SAGE, Joomla, Drupal etc. So what Is Data merging? Data merge is the ability to create fields in your document that automatically populates from a comma delimited file otherwise known as a CSV.
#Data merge data how to
In this tutorial we’ll show you how to data merge from a spreadsheet (Numbers or Microsoft Excel) into a document using the data merge feature in Indesign CS6.
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