1 Layout preparation & import
Add placeholders to your layout
Add text placeholder
Requirements
- The placeholder text can be located in any text frame, along any other text
- You can choose any text you like (a-z, 0-9, _-)
Make sure that even the longest text from your datasource will have enough room in the text frame provided, or overset text will be produced.
Add black QR-Code placeholder
Requirements
- The placeholder text must be located in a single text frame (not linked with any other)
- The text frame must be a square (same height and width)
- The placeholder text including tags must be the only content of the text frame (be careful with spaces)
- You can choose any text you like (a-z, 0-9, _-)
- If you want to use Autolink you can add # to identify the placeholder as QR-Code, e.g. <<#qrcode>>
- For a black QR-Code you should choose a black font color
Note: For better performance also give the textframe a background color, even if it is the same then the underlying content. This allows MyDataMerge to choose a more efficient process of generating QR-Codes.
2 MyDataMerge configuration
Editing text placeholders
Setup text placeholders
A text placeholder will inject text from various sources into your layout in the merge process.
These sources can be one or a combination of:
- Datasource content (Changes for each record)
- Static text (Always the same)
- Sequence (Different types of counting numbers)
- Automator workflow (for editing outside of MyDataMerge – learn more here)
- Custom (java-)script (learn more here)
To add an element, open the placeholder by double clicking it (or click the pen icon), then add an element by clicking the plus icon:
Add the element and the appropriate editor will open (e.g. datasource element):
Once you selected or entered the required data, the element becomes valid (green check)
Once every placeholder is valid, you are able to export.
Notes:
- You can combine different elements here by adding them (plus icon above the eye icon) and drag & drop them up or down. The result will always be shown in the preview on the right.
- Additionally every element has some settings (gear icon) which will provide a wide range of tools to transform your data (e.g. strip whitespaces, add space before or after and so on)
3 Export
Filetypes
CSV export
With CSV selected in Export > Filetype, MyDataMerge will export a Adobe® Indesign®’s data merge compatible CSV file. Use this option if you don’t want to merge with MyDataMerge but want to use MyDataMerges ability to customise the data.
Please note: Both CSV options …
- CSV (export only) – Exports a CSV file
- CSV (export and link) – Exports a CSV file and links it with your data in InDesign so you can continue with the data merge there
… cannot handle MyDataMerge specific actions like:
- Applying styles
- Applying the last action if a setup fails
- Applying GREP actions
- Applying Hyperlinks
- Use Automator workflows after export
If you need any of these please use MyDataMerge for merging your data.