Adobe InDesign CC 2015 User Manual download pdf (Page 630)

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Automation

Last updated 6/6/2015

<<Company Name>><<Address>><<City>>, <<State>><<Postal Code>>

Your spreadsheet or database could look like this:

2.Save the data source file—usually a spreadsheet or database file—as a comma-delimited (.csv) or tab-delimited

(.txt) text file.

Make sure that your data source file is structured in such a way that you can include the appropriate fields in your target

document. For example, the top row of a spreadsheet should contain the field names that you’ll use in the target

document, such as “Company” and “Address.”

For more information, see About data source files.

3.Create a target document that includes text and other items that remain the same in each version of the target

document.

For more information, see About target documents.

4.Select the data source using the Data Merge panel.

For more information, see Select a data source.

5.Insert fields from the Data Merge panel into the target document.

You can add data fields to either a document page or a master page. If you add data fields to a master page, you have

additional options.

For more information, see Insert data fieldsand Adding data field placeholders to master pages.

6.Preview the records to make sure that the target document will look the way you intend.

For more information, see Preview records in the target document.

7.Merge the target document with the data source file, or export to PDF.

For more information, see Merge records.

About data source files

The data source typically originates from a spreadsheet or database application, but you can create your own data

source file using InDesign or any text editor. Data source files should be saved in a comma-delimited (.csv) or tab-

delimited (.txt) text format. Check your source application’s user guide for more information on exporting to these

formats.

In a comma- or tab-delimited text file, records are separated by paragraph breaks; fields are separated by commas or

tabs. The data source file can also include text or paths that see images on disk.

Example of comma-delimited data source file

Name,Company Name,State

Bill Tucker,CoreVent Labs,Nevada

Dat Nguyen,"Brady, Hunt, and Baxter, Inc",Delaware

Maria Ruiz,"Brinquist Enterprises, Inc.",California

If you want to include a comma or quotation mark in a comma-delimited file, enclose the text within quotation marks,

such as “Brady, Hunt, and Baxter, Inc.”. If you do not include the quotation marks, each name is treated as a separate

field.

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