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xmlns:e="http://projectmallard.org/experimental/"
type="guide"
id="mergefeatures">
<info>
<link type="guide" xref="index#merging"/>
<revision pkgversion="3.0" version="0.1" date="2010-05-04" status="incomplete"/>
<desc>
What you may expect from a document merge.
</desc>
<credit type="author">
<name>Jim Evins</name>
<email>evins@snaught.com</email>
</credit>
<credit type="author">
<name>Mario Blättermann</name>
<email>mario.blaettermann@gmail.com</email>
</credit>
<license>
<p>Creative Commons Share Alike 3.0</p>
</license>
</info>
<title>Performing a document merge</title>
<p>Document Merge (sometimes called "Mail Merge") is a powerful
feature that allows a unique label or card to be printed for each
record in an external data source.</p>
<p>The first step to performing a document merge is to prepare
a source document that contains your merge data. This data could
be mailing addresses or any other data that you wish to create
unique labels or cards for. Currently back-ends only exist for
text files and the evolution data server -- others are planned. The currently
supported text-file format is very simple: each line is a record;
fields are delimited by commas (CSV), tabs, or colons; and newlines
can be embedded into fields by using the "\n" entity. This file
could be created using any text editor or could be created by
another program or script. A common way of creating CSV files is
to export them from a spreadsheet program or from address book
applications.</p>
<note style="advanced">
<p>
To export a CSV file from <app>kaddressbook</app>, first select the
contacts you wish to export. Click on the first contact, then press and
hold <key>Ctrl</key> and click on the other desired contacts to select them.
Then choose <guiseq><gui>File</gui><gui>Export</gui>
<gui>Export CSV File</gui></guiseq>.</p>
<p>
In the <gui>Select Contacts</gui>
window, enable the button <gui>Selected contacts</gui> (which should be
enabled by default anyway). Then click on <gui>OK</gui>.
In the <gui>Save As</gui> dialog, choose the desired folder and a name
for the file and click on <gui>Save</gui>.
</p>
</note>
<note style="advanced">
<p>
To export a CSV file from <app>Thunderbird</app>, click on the
<gui>Address Book</gui> toolbar button or choose <guiseq><gui>Tools
</gui><gui>Address Book</gui></guiseq> from the menu.
Then select the contacts you wish to export. Click on the first contact,
then press and hold <key>Ctrl</key> and click on the other desired contacts
to select them. Then choose <guiseq><gui>Tools</gui><gui>Export</gui>
</guiseq>.</p>
<p>
In the file chooser window, choose the desired folder and a name
for the file and change the value of the drop-down button in the
right bottom corner to <gui>Comma Separated</gui>. Finally, click on
<gui>Save</gui>.
</p>
</note>
<p>A label must then be configured to "point at" this data file.
To configure the merge properties of a document, choose
<guiseq><gui>Objects</gui>
<gui>Merge Properties</gui></guiseq> menu item
to display the <gui>merge properties</gui> dialog. This
dialog is used to select the exact data file format and file
name (location) of the merge data.</p>
<p>Finally, once the label has been configured for a data file,
field keys can be inserted into text objects and used as source
or data for barcode objects and image filenames for image objects.
See <link xref="editprop" /> for more information
on using merge data for these object types.</p>
<p>Now that your label is configured, <app>gLabels</app> will print a unique
label for each record in your source document -- substituting fields
from each record for field keys in the all text, barcode, and
image objects.</p>
<p>See <link xref="merge" /> for a detailed
tutorial on the document merge feature.</p>
</page>
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