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Michele215

: How to auto generate bulk greeting cards from excel/csv data I am trying to bulk generate greeting cards from an excel(or csv) table in which multiple people have generated customized messages

@Michele215

Posted in: #AdobeIndesign #Automation #DataVisualisation

I am trying to bulk generate greeting cards from an excel(or csv) table in which multiple people have generated customized messages for each recipient.


Each card can have a different number of people who have written a message.
Each message-writer has their own column in the excel file.


Ideally, I would like each message writer to have their own default
font. As there will be variable number of messages (of varying
length) on each card, I need some sort of auto-arrange so that all
the messages fit and scale onto a single card/image.

Does anyone know of any program that can help translate this table into a graphical layout. I'm open to fully programatic solutions (D3.js maybe?) or ways to work with existing graphic design apps like inDesign.

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@Cooney243

You're looking for Data Merge.

From Adobe:


About data merge

To create form letters, envelopes, or mailing labels, you merge a data
source file with a target document. Data merge is also referred to as
mail merge.


Steps

Most of this can be managed in the Data Merge Panel.


Create or open the document you’ll be using as the target document.
Choose Window > Utilities > Data Merge.
Choose Select Data Source from the Data Merge panel menu.
To change delimited text options, select Show Import Options.
Locate the data source file, and click Open. If you
selected Show Import Options, change the delimiter and encoding
options as necessary, and then click OK.
The data fields appear in
the Data Merge panel.


Determine how you want the final document to look, so that you know which fields are necessary to accomplish the merge. For example, if you are creating a postcard that is mailed to customers, you can use the following data fields:

<<Company Name>><<Address>><<City>>, <<State>><<Postal Code>>


You can create these fields on your page by dragging and dropping items from the Data Merge panel (once a data source has been selected).

You can preview the records to make sure that the target document will look the way you intend.

Lastly, merge the target document with the data source file, or export to PDF.

Source Adobe Help Reference

Further info:


Video: YouTube HowTo
Detailed article:
Creative Pro: Designing Data

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