![]() This can be a problem if you want to place a signature at the end of the letter. If the body of your letter has areas in it that will be merged with the data, like a donation amount for donor letters, be aware that the length of the information you are merging can fluctuate and cause your text to reflow. Design your letter appropriately marking the areas that will include data from the merge with designations like > and > so you can replace them with the merged data. If your letter is two sided, create a two page 8.5x11 document. Step 3: Set Up Your InDesign FileĬreate your form letter as an 8.5x11 page. This will generate a document that has each piece of data separated by a comma or tab depending on the format you save it as. Once you have all the rows and columns adjusted, you need to save the Excel spreadsheet as a comma-delimited file (.csv) or a tab-delimited (.txt) file. You will most likely want your envelope to have the mailing name and address in all caps, but on the form letter you will want the salutation to be in upper and lower case. ![]() ![]() If each row is typed in all caps, then the merged document will be in all caps. When checking your Excel spreadsheet and making sure that all labels and rows are correct, how the data is input into each row is how it will show when you merge the document into InDesign. Row one of your spreadsheet should have the labels for each column be sure that each column has a unique label to keep them separate when merging into InDesign. and rows that have the information for each recipient of the form letter and envelope. The data source file is most commonly an Excel spreadsheet set up with columns that have the designated labels for name, salutation, address, etc. Using the same data source file, we can create both the letter and envelope easily. For this example, we will look at an Excel spreadsheet that contains information that needs to be used to create a form letter and envelopes. Data merge is commonly used for form letters, addresses on envelopes, mailing labels and can even be used for numbering. What Does Data Merge Do?ĭata merge allows you to take an Excel Spreadsheet, with rows and columns of data, and merge those fields into their assigned places in InDesign. Oh, and the right-aligned field has an embedded space so I can't just Justify it.Ĭan anyone suggest how to do this? I thought of a table, but the empty rows would still appear, right? My prepress days are some years behind me, but I am an IT guy and willing to try just about anything to get this done.In this installment of Learning Adobe InDesign, we take a look at data merge (also known as a mail merge) and how to set up your InDesign document. If I leave *any* space between them then the line is never "blank" and can't be left out, but I can't send them to the left and right without some whitespace in between them. The problem is that there could be from one to four of these lines, and I want to drop out the blank ones. Those fields are on lines with two fields, one left-aligned and one right-aligned. In the section where students, their teacher, and their grade are listed, I want to drop out blank lines for families with fewer kids. ![]() I have to match last year's version, which was done in Access(?!) by someone who can't answer any questions. I am using Data Merge in InDesign 5.5 to build a school phone directory. ![]()
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