4 Replies Latest reply on Mar 8, 2012 1:35 PM by Daniel Flavin

    Data Merge questions within CS 5.5...Please help

    pwhite2315 Level 1

      Basically, we utilize this now with our calendar designs for schools which includes school events on certain days via the data merge along with building each calendar design from a 2 page spread with data merge. Now, the issue we are running into is....we send the school a proof of their calendar before we send it to print. At this time, they have an opportunity to add/delete/edit any events they want on our online portal for them in which we pull the info into our database to create the updated CSV file. Is there a way that once the first CSV file is merged to have it as a link or something similar? By this, I mean...it would be nice that when we re-generate the CSV file at proof time with the updated events that those will simply be updated in our indesign file by updating the link or something similar? We want to avoid re-building the calendar from scratch (2 page spread) at this point. Although for 70%+ rebuilding is not an issue, the other 30% are custom calendar that we have several edits to the 2 page template to start with. We dont want to have to do this custom work again or possible miss those custom changes when it is recreated. Any suggestions or help would be appreciated. Thanks!

        • 1. Re: Data Merge questions within CS 5.5...Please help
          Rik Ramsay Level 4

          The good news is that you won't need to re-build anything. That said, I see 2 ways to update your file.


          1. Save the original as a template (before it's merged) and run the merge again once the CSV has been finalised. That way you always have the template of the first and each time you run the merge you get a new indd file.
          2. The other is based on the assumption that you added your merge fields into the document and not the master of the original file. If so, you can copy the document page content into the master pages, add the merge fields to the master and use this as a template. When you merge the document this time the CSV becomes a linked file in the resultant file.


          The differences between 1 and 2 is that the link to the CSV file is kept in the merged file in 2. Either way, it's a very easy update for you but you will have to re-apply your custom changes. This should just involve a straight copy/paste though.

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          • 2. Re: Data Merge questions within CS 5.5...Please help
            pwhite2315 Level 1

            Yes, we have been leaning toward a similar option as your #1 at this point.  However, #2 is what we prefer.  I moved everything to master pages (2 page spread).  Then, I can run data merge and it works fine.  Then, if I update the CSV file, open InDesign and then choose "update content in data fields" it will display the changes i made in the CSV file...only issue is, it then converts our 2 page spreads into single pages within the pages pallette.  When you attempt to put them back as spreads, it messes up content, etc.  I can send you an example if you direct message me. 

            • 3. Re: Data Merge questions within CS 5.5...Please help
              pwhite2315 Level 1

              Actually, all it is doing after we "update content in data" is only applying the left page of the master page throughout and that is why there is single pages after the update.  I can send files to anyone that may explain the issue