If you've got 10,000, you can't really afford to do it any other way. If you've got 10 entries, it doesn't really make sense to go to all this effort. Now you can use nested styles to format each entry, or even "next style" rules with paragraph styles if you've used hard returns in place of your original tabs. Then you'll end up with something that looks like:Īt the end of each entry, you should have a hidden character. Then you need to replace your tabs with either soft or hard returns, depending on your data and your preference.
#Data merge in indesign plus#
If you want to be able to take advantage of this, you can do a find/replace for hard returns, and replace them with a hard return PLUS a "end nested style" special character, or some other specific and unusual non-printing character that you can use to trigger a style change. You might want to keep your text in the default format for a moment (columns separated by a tab, rows ending with a hard return). Then you can copy/paste your text into indesign. When you've got all your fields sorted, delete the original, unformatted columns. Then you have to copy/paste special and remove the "formula" from the new column. If you want one of your lines to read "Phone: #-#-#" then make a column next to your phone numbers column, and use it to build a "display" version of your column. Put everything in order from left to right, and make sure you get EVERYTHING that you want shown. It really depends on what your specific dataset contains, how it is formatted, and what you want it to look like in the end.īasically, you probably want to take your spreadsheet and organize it with the thought that every "entry" in your layout equals one row of the spreadsheet. What is your page size? Also, take all the items in your template page (I'm guessing from your description that there's only 1 text box with 2 columns.) and tell us what those dimensions are. It's sort of trial-and-error until you get the fitting that you want. You have to use your imagination a little bit with multiple record merges, because indesign doesn't give any visual clues as to the structure you are creating. If attachments weren't blocked right now you could just upload a sample for us to see. Make your text boxes as small as possible. Make your margins very very small and try again. 5 inch spacing across the board, you wouldn't be able to fit 2 records on a 5x5 inch document page, so each entry would be pushed to the next page. For example, if you have 4 text boxes per entry, and they are in a 1 inch square grid, and your "multiple records per page" settings have. If so, consider if you're leaving enough room on the page for multiple instances of all the objects on your document.
#Data merge in indesign pdf#
It will identify the records and where the overset text is, you can see the issue in preview and amend accordingly and repeat exporting the PDF steps.Īfter exporting it is worthwhile saving your InDesign file as reference or encase you want to use the same letter with new data again in the future.Does your data look correct when you do click the "preview" button? If there is, you will need to amend the document. Once generated InDesign will notify you if there was any overset text when merging. Now click export and choose your chosen file destination for your pdfs. Here click on your preset, marks and bleeds etc. Now you will be presented with Adobe PDF export options which you might be more familiar with. Once you are happy with you selections click ok. Include margins if not included in the document setup and in options it is always a good idea to tick remove blank lines for empty fields.
You will now have a pop up for create merged document, here you can select which records or all records. Untick the preview and click on the burger menu again and click export to PDF.
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