![]() 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. 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. Hope this sheds some light for others.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. Anyway, my solution was to create a fresh header, save a new Mac. So, the file could have picked up some wonky coding in the open-n-saves prior to me. Which, btw/, had been touched by a couple of staff members as they did their part to massage the data before it hit my Mac (oh, yes, I'm on a MacBook Pro). And, bingo! The import to InDesign worked! So, there must have been some wonky coding in the Header row that was created in the original SalesForce file. Then, I manually typed in new headers for each column in the spreadsheet. So, I first copy-n-pasted all the data below the header row to a fresh, new Excel file leaving the header row blank. After much trial and error (and reading the comments here), I deduced that it had to have something to do with the Header row in the orginal Excel file. I could not get my data file's Headers to show up in the data merge window in InDesign for a file generated out of PatronManager (which is sits on the SalesForce platform). The only other option is to manually enter the spreadsheet data certificate by certificate, but I really don't have time for it this month! Please help!! I use a PC normally, but brought my MacBook in today to see if I could get it to work.I have copied JUST the content in these spreadsheets (not the whole spreadsheet, not the blank rows or columns beyond the content), and pasted JUST the values into a blank spreadsheet, and saved that as.I have saved & re-saved the spreadsheets in.These updated files don't support the Data Merge either, which makes me think this is a spreadsheet issue. I have re-created and re-packaged the certificate templates with a simple copy/paste of the Master & page content in CC2018 to avoid the missing plugin issue.Confirm the file exists and that you have the rights to open it and select open data source again" I receive an error saying "the data source can not be opened.The Data Merge screen maintains the 1-2-3 step instructions like I didn't do anything. I select the file and nothing happens.When I go to Data Merge and select the file, one of two things will happen:.This template had a "missing plugin" I was unable to find locally or anywhere on Google: 37xmltw.indesignplugin.I had an indd file with certificate template.(i.e., "Select Data Source." doesn't recognize the spreadsheet). The spreadsheet simply won't connect with InDesign's Data Merge. ![]() In my previous job I'd performed dozens of data merges - and I've never run into a problem like this.įirst of all, according to every help forum and Adobe InDesign guide I've found on the Internet, and three other CC users, I'm doing everything right. Problem is, the certificate templates I'm inheriting and the spreadsheets I was provided aren't working with indd's Data Merge feature. My team is at at its absolute all-hands-on-deck busiest time of the year and another team needs me to jump in and help them create 80 certificates ASAP.
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