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Indesign data merge from excel2/3/2024 ![]() ![]() I'd definitely build out all the visual elements in your pre-merge document, though-are you merging first and then going in and designing elements? Master pages will help, but you should definitely have your page & placeholders approximately where you want them to help Data Merge along, especially in your case. If they don't know InDesign / don't want to call y'all for help, I bet those files look like a real trainwreck in a year. If they don't want to open InDesign at all, they can't generate a file. There's no way to update it without actually updating it, which sounds like a solipsism but it's true. Yeah, unfortunately this just isn't possible. They want to avoid having to update it manually since it is going to be well over 46 pages, they don't know adobe software and don't want to have to come back to us for help. Their goal is to have us set up a catalog design that once we hand off files, the client can go back later on and automate the data without having to go into the artwork. I am not as proficient in inDesign as I am in other adobe software and seem to be hitting a wall with this. For a detailed introduction to Data Merge, see the series of posts by Steve Werner, Automating Data Handling. Set up your document to merge (if you haven’t done so already). Navigate to where you saved your file from your spreadsheet. ![]() And at that point, if the client needed to go back and update any information, they would lose the design work I had created and be back to square one. Import your data to InDesign via the Data Merge panel which can be found under Window > Utilities > Data Merge. The data merge is great up until where I need more than just having charts on a page and I need to include section headers and other branding/design elements. Our client is requesting a full product catalog that is built in indesign (which includes a cover, index, section headers, branding elements etc). I don't think I've tried using master pages for this so I will give that a shot first!
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