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.
#Indesign excel data merge pdf
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. I’ve only scratched the surface with these name tags, but this is really all I needed.Untick the preview and click on the burger menu again and click export to PDF. There are all sorts of fancy things that can be done with the Data Merge feature in InDesign.
Tada! We now have one InDesign document with 87 pages of name tags one for each Atom-and it didn’t take copying + pasting 87 times! 🎉 InDesign will show a notification for any overflowing text (super helpful!). Select All Records, and make sure Generate Overset Text Report with Document Creation is checked.Ĭlick OK, and wait for the document to generate. Once again, click the hamburger menu in the Data Merge window. This action will take the single page in InDesign and create however many pages are needed (in this example, 87) to represent all the data in the linked CSV file. Once we’re done creating all the data mappings, we are ready to generate the final document. You’ll see the text in the InDesign document will now simply say >. To map the data to their appropriate sections in the InDesign file, select one textbox and then click on on the appropriate data heading from the Data Merge window. You should now see a list of the header columns in the Data Merge window.Ĭlick for lager image Step 5 – Create Data Mappings Then click the hamburger menu in the Data Merge window and choose Select Data Source.
To do this, go to Utilities > Data Merge. Now that we have our name tag design and our CSV file, we can add that file as the data source in our InDesign file. Nothing too complicated needs to be done here. Once we have all our information ready in our spreadsheet, we can export it as a CSV. “first, last” instead of “name-1, name-2”). Name them accordingly, in a way that will make your document easy to understand (i.e. The titles of the headers in the spreadsheet will be what InDesign extracts as the data titles as well. If they would have been styled the same and all on one line, they could be a single field in the spreadsheet too. My spreadsheet will include the following columns:įirst and last name are separated into their own columns because I have them styled differently in my InDesign file. You can use Google Sheets, Excel, or Numbers for this. Knowing what fields need to exist on the tags means we can create a spreadsheet with all the information. There is not a lot of information on the tags, simply: name, office, and Atomic Con branding. Step 1 – Design the Name Tagīefore we can populate any data, we need our name tags designed! The name tags for Atomic Con are printed and then inserted into a plastic holder, which is attached to a lanyard. We’ll use the Data Merge feature to populate ~90 name tags with employee names and offices! We’ll use a spreadsheet to insert the data into InDesign, requiring us to only create one original page for the name tag manually. Fortunately, I was able to vaguely recall some spreadsheet-to-InDesign-automation black magic back from my print design days. Because of this, I found myself looking for a more efficient way to create name tags. We have close to 90 people at Atomic these days - a bit too many for manually entering names and offices for every name tag. Having name tags helps avoid awkward introductions/forgetting names or which office an Atom is from. The event brings Atoms together from all of our offices, so it is not uncommon to meet folks you’ve previously only met on Zoom. One of my tasks was to create our name tags. I had the privilege of serving on the planning committee for the most recently held Atomic Con in November of 2022. Every 18 months Atomic holds an internal conference called Atomic Con.
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