Beginning Data Merge with Adobe InDesign CC: Quickly Create Files Using an Excel Spreadsheet

Video description

Discover how to create a data merge in easy steps and avoid making basic mistakes using this video. You will take each section step by step to gradually advance your skill level. First, you'll learn how to do a single page data merge that you can send to clients or a print house to be part of a mailer. You’ll easily build your first data merge file and acquire all the skills you need …

Beginning Data Merge with Adobe InDesign CC: Quickly Create Files Using an Excel Spreadsheet

Video description

If you have already designed a form letter for a client mailer in Adobe InDesign, you’ll see that you don’t need to convert it to a Microsoft Word document to create a mail merge. Instead it’s easier to use InDesign’s Data Merge panel to save you time and money. Here you’ll use data from a Microsoft Excel spread sheet, turn it into a CSV file, and do your data merge. Through this video, you'll see how each step is accomplished through sub-menus and dialog boxes in InDesign and Excel.

What You Will Learn

Preview linked information fields using the Data Merge panel in InDesign
Work with special characters
Link data using InDesign’s Data Merge panel
Merge the data of the form letter into one document
Export a created PDF
Use the same CSV data for other related InDesign documents

Who This Video Is For

Students, graphic designers, and corporate administrators who need to create documents for events. You should have some experience in basic layout in InDesign.

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Introduction 00:02:40

Working with Single Records

Creating an Excel CSV File for Integration 00:03:59

Creating a One Page Form Letter 00:05:47

Creating the Final Merged Document 00:06:03

Creating an Address Block for Envelopes 00:01:38

Working with Multiple Records

Creating a Layout for Business Cards for Multiple Records 00:04:26

Creating the Final Multi-Merged Document 00:03:56

Adding Basic Character and Paragraph Styles Using grep 00:03:31

Adding Image Links or QR Codes Using the Data Merge 00:10:40

Summary 00:00:23

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