Exporting Data to the Printed Book

Exporting Fresh Data

Templates are set up for Community and Learning Directories

1. Go to GeoDirectory, Settings, Import/Export
2. Under Listings: Export CSV select, the directory you wish to export.
3. Select the Max Entries to be 5000
4. Leave Published Dates Blank
5. Click Export CSV
6. Right Click on the file link that appears and select Download or save as.
7. Locate where you have saved the file and open with excel.
8. Locate your Data Exports, Data File Folder for the directory you have exported and save over the Data Export file in the data folder, using the same name, for example Community Directory is called Community-Directory-Data.xlsx. Make sure you change the filetype to Excel, from csv.

Mail Merging

1. Open the first Mail Merge Template from the Mail Merge Templates Directory
2. If asked to find Data Source, Click on Find Data Source.
3. Navigate to the excel file you have just created.
4. Select yes to continue if any security option is asked.
5. If prompted to Open Document in Workbook – Select Okay
6. Once the file is open, Go to Mailings.
7. Click on Select Recipients
8. Select use an existing list
9. Select your data file (as just created)
10. Select yes to security and then okay to continue
11. Go to Filter Recipients
12. Enter Select Chapter Number is equal to – enter the number of the chapter you are mail merging.
13. You can preview results to check that your data file has linked.
14. Click on finish and merge to create document
15. Select Edit Individual Documents
16. A Word Document will then be created with your listings, which you can save and amend as required.
17. Repeat these steps for all mail merge templates for each Chapter.