DataLinker Utilities

There is a "Utilities" menu under the DataLinker menu that offers a number of helpful functions. We'll take a look at each one below.

Export Data Sources

This will export your data sources to a file called DataLinker.xml to a location of your choosing

Import Data Sources

This will import a set of data sources from a DataLinker.xml file. Note that any existing data sources that have the same name as an incoming data source will be overwritten by the incoming data source.

Reload Current Data Source

This will cause the DataLinker palette to refresh the currently loaded data source

Create Field Report

Creates a CSV report that lists information about a specific field in the document.

This allows you to rename a field in a document. Useful if you have already merged data into a document but have changed the name of the column in your data source. Also useful if you want to merge different columns into the same template - you can create the template using one column, and when you want to switch, you can use this utility to rename the column in your document and then just refresh the data.

Rename RecordID in doc

This allows you to change the key field for a specific record. Say you have a data source with a key field named "my_record_id". Imagine that you've created a template where you've linked data from a record 5 into the document. Now you want to change the document so it shows data from record 8. You can use this utility to make that happen. Just run the utility, and after you're done, synchronize the document.

Rename data-source in doc

This allows you to rename a data sourcein a document. Useful if you want to use the same InDesign template with different data sources. As long as the key field is the same between your data sources, you can use this utility to point the document at the new data source. Then synchronize the document, and voila - all the data from the new data source shows up.

Update One Column

Syncrhonizes all instances of a single field in a document.

Update Only Images

Syncrhonizes all image fields in a document

Update Only Non-Images

Syncrhonizes all fields that are not images in a document.

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