docs:design:indesign:data_mail_merge

data/mail merge

InDesign can pull in data from csv and produce merged output.

  1. start a new InDesign file
  2. edit a master page for anything you want to show on each page, such as logos/titles
  3. open Window → Utilities → Data Merge
  4. click the upper right panel drop down menu, then Select Data Source
  5. click your csv file
  6. create text boxes, artwork, etc… and drag fields from the Data Merge palette into your text boxes
  7. style these fields as desired; you can set Layout → Margins and Columns to help get an idea how wide you want the design to go
  8. when finished, click the lower right button in the Data Merge palette, Create Merged Document
  9. change settings as desired; for a mail merge type output, set “Records per Document Page to Multiple Records, then click Multiple Record Layout and set margins, columns, and rows
  10. click Preview Multiple Record Layout
  11. if adjustments are necessary, click cancel and make changes
  12. click ok to generate a new merged document

More information is available here: http://help.adobe.com/en_US/indesign/cs/using/WSa285fff53dea4f8617383751001ea8cb3f-6c3ca.html

  • docs/design/indesign/data_mail_merge.txt
  • Last modified: 2014/02/27 14:46
  • by billh