Automatic Catalog Creation Using External Data Sources

Automatic catalog creation with Adobe InDesign: use external data sources directly in the layout

Every manual update of a catalog has the potential to be a nerve-wracking ordeal: new prices, changed articles, fresh images—and you shove data from Excel to Adobe InDesign over and over again. But what if your catalog automatically pulled all the changes into the layout? What if it pulled data directly from Microsoft Excel, your ERP system, or your PIM system—without time-consuming copy-paste routines, without errors, and without stress?

Reduce update times by over 90% by integrating external data sources into Adobe InDesign.

An intelligent and direct connection to external data sources through an InDesign extension from T+S not only lets you avoid typical mistakes made during manual update processes, but also saves you time. Companies that automatically synchronize their price data report a decrease of over 90% of the time needed to update a catalog or price list, which means much shorter production runs. Your team can gain time for working on design rather than spending hours wasted on tedious copying and pasting.

The typical data formats for product data transferred to InDesign extensions are:

  • CSV files
  • Excel files (.xlsx)
  • XML files
  • JSON files

Generally speaking, an InDesign extension can make use of any of these data formats to read product data. The right data format can make a big difference, though, when it comes to automating catalog production in InDesign. The choice often depends on how complex your layout or task is.

If you’re simply updating prices—for example, you just need to pass along the basics such as item number, tiered quantities, and the actual price—then a simple CSV file will do the trick. It keeps things lightweight and efficient.

But if you’re dealing with a large catalog that includes images, nested product categories, or multi-level hierarchies, then CSV quickly reaches its limits. In those cases, a richer format such as XML or JSON is a better choice. These structures can handle complex relationships and visual assets in a way that makes it easier for your InDesign extension to put everything in the right place in your layout.

5 ways to integrate product data into InDesign extensions

1. Copy-paste from data in tables—a good start

You open Excel, copy a block of cells to the clipboard, and paste it directly into a text field inside your InDesign extension. That’s it.

From there, the extension immediately checks whether all the required column names are present. This little safeguard ensures that mistakes from copy-and-paste slips are caught before they cause trouble in your layout.

Once the data is verified, the real magic happens. The InDesign extension takes your freshly inserted data and automatically puts it to work—either generating a brand‑new catalog layout or updating an existing price catalog in seconds. What normally could take hours of manual adjustments suddenly becomes a smooth, nearly effortless workflow.

2. Import data using a dialog—a solid basis

You get started by opening a file dialog inside your InDesign extension.

Then you navigate to your data file and load it in—whether it is a CSV, XML, Excel (.xlsx), or JSON file. The InDesign extension then runs a quick consistency check on the data, importing only the data which is free of errors.

From there, the data flows directly into action: The InDesign extension automatically generates a complete catalog or updates pricing with zero manual effort. What used to be a tedious, error-prone task becomes a streamlined workflow that saves time and reduces stress.

3. Integration using a REST-API—for professionals

The most efficient method of all to pull data into your InDesign extension is to directly connect InDesign to an external application, such as an ERP system or PIM system. Many ERP and PIM solutions offer a REST API (application programming interface) that the InDesign extension uses to automatically retrieve data. The kicker: It takes only one click to make all the current information available to you in InDesign—ready to be processed further without any additional effort.

4. Automatic import (file watcher)

The file watcher method is a clever way to automatically pull up-to-the-minute data into InDesign. When you launch the InDesign extension, it can automatically pull in data files (XML, CSV, JSON) from a preconfigured directory. The beauty of this setup is that those files can be updated by external programs, keeping everything in sync. Each time a change is made to the files, the extension immediately reloads them, ensuring your InDesign project always works with the most up-to-date information.

5. External trigger with Adobe InDesign Server

For large quantities of data in the background: The Adobe InDesign server automatically generates finished product data sheets or an entire catalog as soon as external applications make new data available. The process is suitable for fully automatically generating publications without user interaction.

Real-world results: updated publications in minutes, not weeks

Just imagine: Instead of spending hours and even days on copy-paste routines, you can completely update your catalogs, price lists, product data sheets, or other publications in just a few minutes. Customers that have used an InDesign extension from T+S to automate their publishing processes regularly report time savings of over 90%—and avoid expensive correction runs as well.

A custom InDesign extension boosts your efficiency

Automated data integration makes InDesign into your most productive tool ever. Rid yourself of tedious manual work and turn out perfect price tables—clean layouts in record time! This is the right time: Schedule a live demonstration from our experts to see for yourself how easy it is to automate your catalog publishing process.

Live demonstration of an InDesign extension connecting to an external application (ERP, PIM)

Schedule a live demonstration from our experts and see how easy it is to automate your catalog creation process.

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Handzettel und Flyer werden mit InDesign-Script schneller generiert und das Workflow automatisiert.

Customized InDesign Scripting: Create Flawless Sales Circulars in a Jiffy

Category: ERP Connectivity

Custom InDesign Extension Connects Adobe InDesign to ERP System Microsoft Dynamics (NAV) 

A marketing manager in northern Germany approached T+S needing to generate and publish weekly sales flyers faster and with fewer errors. The workflow of exporting prices and images from the ERP system, Microsoft Dynamics NAV, into a Microsoft Excel table, and then copy-pasting prices and images from Excel into the InDesign document, resulted in far too many errors in the final weekly advertisements.

There is a better way – InDesign scripting! T+S developed a custom InDesign extension to connect Adobe InDesign directly to Microsoft Dynamics NAV. The custom InDesign extension allows graphic designers to build up weekly advertisements faster and flawlessly with up-to-date prices, product images, and article descriptions on page templates for a more uniform look.

Using the extension, the graphic designer logs in to a web service that accesses a Microsoft Dynamics NAV database. The panel in the extension immediately displays current and released article images, article prices, and article descriptions. After choosing a campaign, the designer can drag and drop the displayed prices, images, and descriptions directly from the panel into predefined templates in the InDesign document. The sales circular is thus built up rapidly and uniformly using current material approved for publication.

The graphic designer can choose to place article data on preformatted model pages or drag and drop article images and accompanying text onto initially empty pages. Alternatively, models for articles, fetched from libraries, can be inserted onto pages and then modified with prices, images, and text as needed.

This extension has enormously simplified and accelerated the creation of weekly ads. The error rate has also plummeted.

Prices are always up to date and approved for advertising production. Previews are loaded and displayed for images. Defined main images are played automatically. The graphic designer simply drags additional images onto the pages as desired.

If a quick last-minute price update is needed, via a switch, the designer determines which information is to be transferred from Microsoft Dynamics NAV during the update. Prices can be updated with even more recent prices shortly before printing without overwriting manual text adjustments of the article description.

If a quick last-minute price update is needed, via a switch, the designer determines which information is to be transferred from Microsoft Dynamics NAV during the update. Prices can be updated with even more recent prices shortly before printing without overwriting manual text adjustments of the article description.

 

Get in touch about InDesign scripting now

Discover a world of document production possibilities with InDesign scripting from T+S. Discuss your needs with our experts.

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Data Sources for InDesign Scripting Workflows

Category: ERP Connectivity

We at T+S are often asked by our customers which data sources can be attached to InDesign scripting extensions or plugins.

One can distinguish between online data sources and offline data sources. An online data source is a live access of a database or product information management (PIM) database. On the other hand, an offline data source is always a file created by a data system and processed within InDesign at a later time. Both online and offline data sources have advantages and disadvantages that depend on how they are used.

InDesign extensions (also called plugins) can work with the following offline data sources:

  • Excel files
  • CSV files
  • XML files
  • JSON files

Offline data sources that InDesign can work with include:

  • Web service (REST or SOAP)
  • ODBC data access
  • Native database drivers

Excel files

Excel files can be read directly by an InDesign plugin. We at T+S do not recommend this approach, however, because Excel files can contain quite a few “pitfalls” such as faded out columns, formatted cells, or applied filter conditions. These modifications have to be taken into account during an import, making the development of the import routine time-consuming before one even comes to the actual task at hand — automation.

It is more elegant to insert the content of an Excel file using the clipboard with copy and paste in a text field within a plugin developed by T+S. The method of using the clipboard removes all formatting, making the import routine quick and manageable. This approach always yields a text file separated by tabs.

CSV files

CSV files are flat text files that in the first row contain a header definition of the data fields and starting in the second row contain the actual data. Data fields of a data set are normally separated by a comma, semicolon, or tab. When the field separator character also can be found within the relevant data to be used, the affected fields have to be escaped by quotation marks (quotes).

XML files

XML files are an elegant and efficient way of obtaining data with multiple-level hierarchies (1:n relationships) from a source. Using an InDesign plugin to work with XML files that are several hundred megabytes large can be done easily. However, some time may be needed between generating the XML files and reading them in.

JSON files (JavaScript Object Notation)

JSON files are used primarily to exchange data with web services. They are, just like XML files, an elegant and efficient way to transfer structured hierarchical data from a database system to a plugin.

Web service (REST or SOAP)

A web service is a service that makes available data through the http or https protocols. This service normally receives its data from a database or a product information management (PIM) system.

The advantage of having an InDesign plugin receive its data from a web service is the currency of the data, because the access takes place online. In the case of CSV, XML, or JSON files, there is always a bit of a span of time between when the files are created and when the files are read into the plugin.

ODBC database driver

Connecting InDesign Plugins to a database using ODBC is only possible with third party plugins. So we do not recommend this possibility.

Native database driver

For Microsoft SQL Server and MySQL, we have successfully used JavaScript libraries to directly access databases. The advantage is the same as with a web service in that the data is current because the access takes place online.

However, every time the database is updated, there is the question beforehand of whether afterwards the plugin will access the data tables successfully. It is therefore necessary to very carefully evaluate the advantages and disadvantages of this method.

Get in touch about InDesign scripting now

Discover a world of document production possibilities with InDesign scripting from T+S. Discuss your needs with our experts.

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