#CREATE MERGED DOCUMENT INDESIGN HOW TO#
#CREATE MERGED DOCUMENT INDESIGN FOR MAC#

In your InDesign navigation ribbon, go to Window>Utilities>Data Merge.Īfter your Data Merge window pops up, click the drop down menu in the top right corner.

#CREATE MERGED DOCUMENT INDESIGN FOR MAC#

For Mac Numbers, go to File>Export to>CSV. TIP : Easily convert your MS Excel workbook by going to File>Save As>File Format: Comma Separated Values (.csv)>Save. This will be helpful when you’re assigning data in InDesign. Delete any extra additional sheets other than the sheet you will be using from the spreadsheet. Make sure to give each column a title that makes sense for the below fields. For this example, you can see we’re using a totally legit contact list comprised of some of our closest contacts. Wow, this is a cakewalk…amirite!? Step 2: Prep and Finalize Your SpreadsheetĬarefully organize your variable data in a spreadsheet like MS Excel or Mac Numbers. LEARN MORE Step 1: Open the InDesign File You’d Like to Data Merge. If you’re using a presorted mailing, save yourself from a migraine and let us handle the merging process. This type of mailing requirements is less complicated than a presorted mailing like Standard Presort or Presort First Class. Some computers have a harder time handling the merging process and the last thing we want is to find out you’ve been pulling your hair at your desk in a panic.Īlso, please note that this example uses First Class postage. In fact, depending on file size and variable data list length, you might be better off just sending us the spreadsheet to populate for you. PLEASE NOTE:Before we begin, let us preface this tutorial by saying that you don’t have to set up your files for data merge before sending us your file to print digitally.

#CREATE MERGED DOCUMENT INDESIGN HOW TO#

To continue to extend that empowerment to you, we put together a tutorial on how to merge variable data in InDesign. We are fans of empowerment through understanding here at Delzer. Data merging is just one of the many things you can accomplish with this program. InDesign is a powerful desktop publishing software application that has so many capabilities it’s sometimes easy to overlook what all it can do. This process automatically populates a document’s fields from a CSV file produced in a spreadsheet like MS Excel or Mac Numbers. If you’re familiar with the differences between offset and digital print, you’re aware that digital print is best for projects that:Ĭontent that’s constantly changing, such as mailing addresses, is handled using variable data merging.

Create merged document indesign