Automating catalog creation with EasyCatalog for Adobe InDesign (part 2)

How to Automate Catalog Creation with EasyCatalog for Adobe InDesign (Part 2)

Step 1: Understanding the Sample Document

• The sample document represents the size and layout of all graphic and typographic elements included in the final catalog.
• Evaluate the design before automation begins.
• Define paragraph, character, table, and object styles needed for the catalog.

Step 2: Importing Data into EasyCatalog

• Export all catalog data from the original database into an Excel formatted document.
• Ensure one column has a unique value for each row (key field).
• Open InDesign and select File > New > EasyCatalog Panel.
• Choose the data source file type (Excel, database, text file, JSON, or XML).
• Select the Excel data source option and choose the Excel file.
• Fill in the required fields in the EasyCatalog panel.
• Check the data structure and formatting in the sample table.
• Configure image properties and paths for each category.
• Set up automatic formatting for fields like product price and new icon representation.

Step 3: Configuring Field Options

• Use the search and replace utility to manipulate field values (e.g., replacing "yes" with an image file name).
• Specify the folder location for image files.
• Set the key field (unique value) for the product code field.

Step 4: Grouping Data

• Group records logically for easier navigation.
• Group records by categories and then by brands within each category.
• Configure grouping options in the EasyCatalog panel.

Step 5: Finalizing Data Import

• Review the grouped data in the EasyCatalog panel.
• Check the grouping order based on category order field.
• Display category names sorted according to the category order field value.

Step 6: Completing the Import Process

• Once the data is imported and grouped, you are ready to start working on the catalog creation process.

By following these steps, you can efficiently automate catalog creation using EasyCatalog for Adobe InDesign, ensuring a streamlined and organized workflow for your design projects.