Multiple data files to merge in a document

OL Connect Professional DataMapper
1

I have the following situation and want to know with the new DataMapper solution as I can solve.

1- A txt file containing variable data of customer invoices
2- A csv file containing data Marketing (data customized by customer type, which link with variable customer data messages. The code of union is the invoice number in both files.

I need to add in design of the invoice data file notes and change the format according to the criteria of the second file.

As I must configure the workflow to obtain the requested result.

Thank you very much.

2

Hello Victor,

I believe the easiest way to do this would be to take advantage of the Lookup in Microsoft Excel Documents connector, which can be used to complement metadata from a secondary source in an Excel spreadsheet.

The details of this method, and others, are describe in the Complement Records with Metadata how-to.

~Evie