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  • 2019-02-06 at 1:14 pm #7422
    Flor1
    Member

    hi

    I regularly  get an excel file from our client I need to

    • re-order (sorted by last name)
    • wrap some texts in ” ” to unescape commas
    • export to a csv to be used within InDesign

    While doing this manually – how can mydatamerge support me here?

    2019-02-06 at 1:14 pm #7423
    Jonathan
    Staff

    Hi Flor1,

    welcome to the support forum.

    If it’s always the same layout you need to merge data to, you can

    • Import both your (prepared) layout and datasource (Excel directly) to MyDataMerge
    • Configure MyDataMerge how to merge your data
    • Sort your data

    The options above will not change your original Excel file but will create a new, InDesign compatibe CSV file – taking care of escapes, linebreaks and so on. If you need to do this regulary you can save a project file and just swap the datasource the next time you get one.

    Then MyDataMerge can:

    • Create the CSV file for you – for manual usage
    • Create the CSV file for you and LINK all placeholders for a data merge – for manual usage
    • Do the merge for you

    Trying MyDataMerge is FREE, Get your copy here

    Official MyDataMerge Team

    2019-02-06 at 1:14 pm #7424
    Flor1
    Member

    I already downloaded it, just didn’t have time to try it. Will do this now.

    Thank you

    2019-02-06 at 1:14 pm #7425
    Jonathan
    Staff

    Glad we could help. Just let us know if there’s anything else you need to know.

    Official MyDataMerge Team

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