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Si6392903

: Complex data merge in Adobe InDesign for business cards I have a spreadsheet of people's info for business cards including name, title, phone, mobile and email that I want to use as the input

@Si6392903

Posted in: #AdobeIndesign #DataMerge

I have a spreadsheet of people's info for business cards including name, title, phone, mobile and email that I want to use as the input file for an InDesign data merge. The phone, mobile and email lines are prepended with "T", "M" and "E", respectively. Example:

[NAME]
[TITLE]

T [PHONE_NUMBER]
M [MOBILE_NUMBER]
E [EMAIL_ADDRESS]


The problem is that some people don't have a value for every field (e.g. many don't have a value for mobile) and this makes a data merge more complicated; if a row doesn't have a value for a particular field, not only does the value need to not show (which I have managed to do — data merge can hide the line if the value is omitted as long as it's the only thing on that line) but the letter prepended to the line needs to not show too.

Is it possible and, if so, how?

EDIT: Also the prefixes are a different colour than the values.

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@Rivera951

I found an easy fix for this. Try creating another excel column to the left of the column that contains the number. Call this new column "telephone label".

Then put the label, i.e. 'T', in every cell that is next to a cell with the telephone number in it.

Then in InDesign, when assigning each part of the mail merge, highlight the T on your example and assign this the credential of "telephone label" and go from there.

I hope that helps.

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@Alves566

I think you might be over thinking this.. hopefully this easy solution works for you:

Find/Change

Find what: M^p
Change to: (leave empty)
Search: Document

Repeat for Find T^p and E^p

If there's other text this might get messy but being business cards I don't suspect there's much for this to affect outside of the Find/Change. If that is the case then the easiest solution would probably be to change your T/M/E in the .csv file to be Telephone / Mobile / Email (if these full words appear elsewhere then you could even use code like Tango / Mike / Echo). Then do the Find/Change with Tango^p to (empty) then Tango to T. Then same thing for the other ones.

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@Gloria351

You can assign an individual Paragraph Style for each line/placeholder (Phone, Mobile, E-Mail) in which you define the Bullets and Numbering as the associated Character (T, M, E).



Make sure to Remove Blank Lines for Empty Fields when merging the document, so the empty cell wont result in an empty paragraph.



This way the prefixes shouldn't show.

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