The Data Merge Manager’s Filter section enables a subset of a data source’s records to be processed. For example, you might not want to reduce a font size universally if only a few records need it. Generated documents are editable, though, so you can make changes in isolation when absolutely necessary. You might do so even if there are just a few issues. If many records do not fit the design, amend the document before proceeding with data merge. The Data Merge Manager enables you to preview how different records, such as with empty or long values, will look in your document design.
Browse to and open the employees.csv file. At the bottom left of the manager, select Add Data Merge Source. Return to the business card document in Affinity Publisher. to include qualifications after names like ‘Mike Smith, PhD’-you might use a TSV (tab-separated values) file or XSLX spreadsheet instead. 
Affinity Publisher will simply ignore the latter.
The last line can contain a record or a blank line. A carriage return at the end of a line marks the end of a record. In this data source, not everyone has a telephone number, which is indicated by two quotes with nothing between them. An individual record does not have to contain a value for every field. However, there should not be spaces between them. Field names and values may optionally be surrounded by quotation marks. It is these values that will be merged with your document design. Records are made up of values, which are separated by the same delimiter used in the first line. In this project, there is a record for each person who needs a business card. We’ve used a comma because it isn’t needed in any record values-see tip below. A delimiter indicates the end of one field and the start of another. These will be displayed in Affinity Publisher’s Fields Panel. The first line lists the names of fields. The CSV-formatted data merge source for the business cards, as it appears in a text editor. It needs to be prepared for data merge as described a moment ago. The business-card.afpub file contains a single page for a one-sided card design. You’ll also need the Roboto and Roboto Condensed font families from Google Fonts.ĭownload Practice Files Learn the fundamentals with business cardsĪmong the unpacked practice files, open the Business card folder. Start by downloading and extracting the practice files. Let’s look at the process in more detail. You can then generate a new data-merged document, which repeats the original document’s pages as many times as necessary to display the data source’s records. You’ll be familiar with fields already if you have ever told Affinity Publisher to automatically add page numbers to a document, for example. Insert fields from the data source into the document. 
It can be in one of several specially formatted (yet common) file formats. Connect a data source to the document.Throughout this article, you’ll learn considerations to make.
Ideally, design the document with data merge in mind from the start.To prepare an Affinity Publisher document for data merge: How data merge worksĪ few steps need to be taken so that Affinity Publisher knows where you want it to insert data, which can be text and pictures. All the necessary files are provided for you. This article will give you practical experience of using data merge. This efficient feature might save you the bother.ĭata merge enables you to create versions of an Affinity Publisher document in which portions of content are replaced by data from a data merge source (herein referred to as a data source for brevity).Ĭommon uses of data merge include print runs of business cards and personalised mailouts, and its power also quickly progresses more ambitious projects like catalogues and brochures. Nobody wants to spend a lot of time copying and pasting information into a publication.
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