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Excel - Update in Indesign and keep styles

Explorer ,
Apr 04, 2022 Apr 04, 2022

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Hello!

I'm trying to import an excel sheet to Indesign so I can update data in Excel and automatically get uptdated in Indesign. I read some topics here and I already get to import a table keeping the style (with the import options). I also read that to be able to update data in Indesign I had to import the table with no format, but, when I do that and change in the Excel, it does appear any alert about the changes and does not update the data in Indesgin. Can you help to understand what i'm doing wrong? Thank you! BR, Elisabete

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correct answers 1 Correct answer

Community Expert , Apr 04, 2022 Apr 04, 2022

Do it without any opened document. Quit and relaunch.

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Community Expert ,
Apr 04, 2022 Apr 04, 2022

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Did you tick this checkbox in the preferences?

Capture d’écran 2022-04-04 à 11.43.20.jpg

I also read that to be able to update data in Indesign I had to import the table with no format

It is not exactly that: you can import a formatted table, but if you modify the format in InDesign and then, if you change the data of the Excel file, you will loose the local InDesign format modifications.

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Explorer ,
Apr 04, 2022 Apr 04, 2022

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Hi!

Thank you very much for your help and quick reply.

In fact, the problem it was exactly that check box. Now it's working perfectly. 

And thanks for the clarification about the styles and formats.

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Explorer ,
Apr 04, 2022 Apr 04, 2022

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Is there any way to keep that checkbox selected? Because everytime I close InDesign and reopen it I have to tick that option again.

Thank you!

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Community Expert ,
Apr 04, 2022 Apr 04, 2022

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Do it without any opened document. Quit and relaunch.

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Explorer ,
Apr 04, 2022 Apr 04, 2022

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Perfect! Thanks again. 

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New Here ,
Feb 23, 2023 Feb 23, 2023

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Hi! Do you know if there is a way to KEEP the local InDesign format modifications when the excel file updates? Thanks!

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Community Expert ,
Feb 24, 2023 Feb 24, 2023

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You need to use table/cell styles for this to work.

 

In the future, please do not hijack old threads. It makes it harder for everyone including you to get answers. I'm going to lock this thread. If you need more information, please start a new discussion. 

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