Working with data sources

How to Edit or Delete a Data Source

How to edit a data source from the DataLinker palette

To edit a data source:

  1. Choose Data Sources > Edit Data Source from the DataLinker or palette flyout menu
  2. A list of data sources appears as a submenu. Choose the data source you want to edit.
  3. The edit data source dialog appears

To delete a data source

  1. Repeat the steps above to show the edit data source dialog
  2. Click the “Delete” button.
Note: If you delete a data source, that doesn’t delete data that has been linked to a document. Once a data source has been deleted, you won’t be able to synchronize the data in the document any more.

Using Multiple Data Sources in the Same Document

It is easy to link data from multiple data sources to a single document. First, you need to have multiple data sources added. Then, activate your data source by using the flyout menu from the palette or the main DataLinker menu, or from the dropdown on the DataLinker palette.

Add the data to the document from your first data source. Once you are done, activate another data source, and add data to the document from the second data source. Now, when you synchronize data from the document, data will be synchronized from both data sources at once.

Where Are Data Sources Stored?

Data sources are shared by all documents in an application. Information about your data sources is placed in a file called DataLinker.xml, stored in your InDesign preferences folder.

Sharing Data Sources

You can share your data sources by first exporting them to a file on your local machine. Then you can send the file to someone else, and they can import the data sources.

Note: when you import data sources, it overwrites over your existing data sources.

To export your data sources:

  1. Choose Utilities > Data Sources > Export Data Sources from the DataLinker menu
  2. A folder chooser dialog appears. Choose where you want to save your data sources.
  3. A file called "DataLinker.xml" is saved. This contains your exported data sources.

To import data sources:

  1. Choose Utilities > Data Sources > Import Data Sources from the DataLinker menu
  2. Navigate to the "DataLinker.xml" that contains your data sources.
  3. A warning appears that the imported data sources will overwrite your existing data sources.
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