![]() You will now have a pop up for create merged document, here you can select which records or all records.Untick the preview and click on the burger menu again and click export to PDF.Tip: Now is a great way to check you have spaces between fields and they have enough space. Tick the Preview option found in the bottom left of the data merge panel and click through to check you are happy with how the document will look when merged.Repeat this step until all you are happy you have entered all the variable elements to your document.In your letter highlight where you would like a specific data field to be and click on the corresponding header in the data merge panel.This will now populate your data merge panel with your data headers.Once the data merge panel is opened, click on the burger menu and click on select data source.If you can’t readily see this, go to the window tab in the header, then utilities and data merge. How to attach your Excel CSV file to your InDesign document ![]() txt delimited with tabulation in an easy accessible place Once happy with your data and headers save your data as a.It is best to do this prior to mail merging. You might need to split our First Name and Last Name or Combine them depending on your document. Your data might need some tidying up or sorting if you are exporting it from a CRM system or database.Tip: Make sure each of your headers are unique with no spaces and identifiable. These will become your placeholders in your document. To start you will need your data in Microsoft Excel with clear headers in the first row such as RecipientName, AddressLine1, Postcode etc.Step by step guide for completing an InDesign Data Merge How to prepare your data for a data merge in InDesign ![]()
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