Connect a print document with a data list or CSV file

There are two ways to connect a print document with a data source in isave.DIALOG.
1. Connect to a data list from isave.CONTACTS or isave.DATASTORE.
2. Connect to an excel file in CSV format.

Connect print template to a data list
1. Go to admin – settings – Specifications on the template that you want to connect to a data list.
2. Check “Edit datalist”. When this is checked, you can connect the template to all data lists that are active in the activated firm. You can find the datalists in isave.CONTACTS.
3. Save the new setting.

Koble printmal til en dataliste

4. In the preview of the template you can now press the “merge” symbol.

Merge

5. Enter a name for the document which will now be made.
6. Click “with datalist”.

Skriv inn nav på det mergede dokumentet

7. In the window that appears, choose the list the document should connect to.

Velg datalisten dokumentet skal kobles til

8. Review the document and press “Save and close” to produce a printable PDF.

Se over det mergede dokumentet

9. Click on “download” over the display of the document to download the PDF from isave.DIALOG.

Last ned PDF fra isave.DIALOG

Connect a print template to a CSV (Excel)
1. Go to admin – settings – Specifications on the template that you want to connect to a data list.
2. Check “allow CSV Upload”.
3. Save the new setting.

Allow CSV upload

4. In the preview of the template you can now press the “merge” symbol.

Merge

5. Enter a name for the document which will now be made.
6. Click “With CSV-file”.

Skriv inn navn på dokumentet

7. Upload the CSV file or download the example file.

Last opp CSV fil

8. Link the variables with the headers in the CVS file. These are automatically connected if they have the same name, but it can / must be done manually if headers in the CSV file is not completely correct.
9. Press “confirm and continue”.

Koble sammen variablene med feltene i CSV filen

10. Preview the document and click “Save and close” to produce a printable PDF.

Se over det mergede dokumentet

11. Click on “download” over the display of the document to download the PDF from isave.DIALOG.

Last ned PDF fra isave.DIALOG

Useful PDF settings in Pageflex Studio
If you want the PDF to be separated files or divided into pools, install this setting on the template in Pageflex Studio. Default is a large file with all pages in the same document.

Open your print job and change “output files”.

1. A large file (setting: job):

Output file: Job

2. Separated files (setting: Data Record)

Generete one file per: Data Record

3. Pools (setting: Batch)

Generete one file per: Batch

Do you experience problems with connecting a print template with a datalist or CSV file, please contact us in Isave AS, so we can help!

Related links:
Building contact lists
Make a print document
Make a print template

Leave A Comment?