Stop spending hours on repetitive documents. Data Publisher for Word transforms your spreadsheets, files or connected online data into hundreds of beautifully formatted pages in minutes - not hours. Create personalized letters, business directories, product catalogs with images, or automated email campaigns. Design your template once in Microsoft Word using your own fonts and formatting, then generate complete documents automatically from any valid data source.
What You Can Do:
Start in 30 Seconds: Try proven templates immediately - Business Directory (400 listings), Product Catalog, Real Estate brochures. One click to copy, one click to run. See real results before uploading your own data.
Work With Your Data: Import any CSV file, add image libraries, create reusable templates. Everything saves securely to your account - pick up exactly where you left off.
Automate Email Campaigns: Export pre-configured Microsoft Power Automate packages with authentication already set up - import flow.json and run immediately, zero manual configuration.
Transform Data On-The-Fly: Apply 30+ smart functions during merge - convert to uppercase, format currency, handle empty values, add conditional formatting. Your data, perfected.
Get Started in 3 Minutes:
1. Sign in above to unlock all features (free account, no credit card) 2. See it work first! Go to Samples tab → Click "Use This Sample" → Switch to Actions → Click "Run" → Watch 3 different data document types run in 3 minutes or less instead of hours of setup and copy paste troubles 3. Use your own data: Upload your CSV in Data tab, design your template with simple placeholders like <<FirstName>> 4. Generate documents: Create new action in Actions tab → Choose layout (one-per-page or flowing columns) → Run and watch it happen 5. Automate with email: Export pre-configured Power Automate packages from Actions → Export - ready to import and run immediately
Pro Tips:
🌟 New Users: Start with the Samples tab! Business Directory shows you exactly how it works with 400 real pages in seconds - zero risk, maximum confidence.
🚀 Email Automation: Export packages are completely pre-configured with your authentication. Import the flow.json file into Power Automate and run - no setup required.
📸 Working with Images: Upload photos to Data → Media, then reference them in templates using [[ImageName]] syntax - perfect for product catalogs and listings.
⚡ Smart Functions: Browse the complete function library in Actions → Reference - uppercase, currency formatting, conditional logic, and 27+ more transformations.
💾 Everything Saves Automatically: All your data files, templates, images, and actions stay in your account - continue your work anytime, anywhere.
📊 File Support: CSV and TXT files up to 50MB - handles thousands of records with ease for large-scale document generation.
About Data Publisher for Word
Stop spending hours on repetitive documents. Data Publisher for Word transforms your spreadsheets, files or connected online data into hundreds of beautifully formatted pages in minutes - not hours. Create personalized letters, business directories, product catalogs with images, or automated email campaigns. Design your template once in Microsoft Word using your own fonts and formatting, then generate complete documents automatically from any valid data source.
What You Can Do:
Start in 30 Seconds: Try proven templates immediately - Business Directory (400 listings), Product Catalog, Real Estate brochures. One click to copy, one click to run. See real results before uploading your own data.
Work With Your Data: Import any CSV file, add image libraries, create reusable templates. Everything saves securely to your account - pick up exactly where you left off.
Automate Email Campaigns: Export pre-configured Microsoft Power Automate packages with authentication already set up - import flow.json and run immediately, zero manual configuration.
Transform Data On-The-Fly: Apply 30+ smart functions during merge - convert to uppercase, format currency, handle empty values, add conditional formatting. Your data, perfected.
Get Started in 3 Minutes:
1. See it work first! Go to Samples tab → Click "Use This Sample" → Switch to Actions → Click "Run" → Watch 3 different data document types run in 3 minutes or less instead of hours of setup and copy paste troubles 2. Use your own data: Upload your CSV in Data tab, design your template with simple placeholders like <<FirstName>> 3. Generate documents: Create new action in Actions tab → Choose layout (one-per-page or flowing columns) → Run and watch it happen 4. Automate with email: Export pre-configured Power Automate packages from Actions → Export - ready to import and run immediately
Pro Tips:
🌟 New Users: Start with the Samples tab! Business Directory shows you exactly how it works with 400 real pages in seconds - zero risk, maximum confidence.
🚀 Email Automation: Export packages are completely pre-configured with your authentication. Import the flow.json file into Power Automate and run - no setup required.
📸 Working with Images: Upload photos to Data → Media, then reference them in templates using [[ImageName]] syntax - perfect for product catalogs and listings.
⚡ Smart Functions: Browse the complete function library in Actions → Reference - uppercase, currency formatting, conditional logic, and 27+ more transformations.
💾 Everything Saves Automatically: All your data files, templates, images, and actions stay in your account - continue your work anytime, anywhere.
📊 File Support: CSV and TXT files up to 50MB - handles thousands of records with ease for large-scale document generation.
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Data Files
Advanced data file management with metadata, streaming, and large file support for populating Word documents.
The first button will pull up a list of all the fields in the data file and put the placeholders you choose in the current Word document. The second button lets you sort the data. The third button opens an interactive data viewer with search, filtering, column sorting, and export capabilities.
Imported Data Files
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📄 Word Templates
Upload and manage your own Word document templates. Load them into the current document using OOXML magic for seamless template application.
Upload from your local PC or save the current document as a template.
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Live Data Connections
Connect to Google Sheets, Microsoft Excel, Airtable, or SQL Server databases for live data access.
Click a connector tile to add a new connection. Connected sources will appear below.
Connected Data Sources
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Import Live Data
Import data from your connected sources directly into Word documents.
Follow the 4-step wizard to select, configure, preview, and insert data.
1
Source
2
Table
3
Configure
4
Insert
Step 1: Select Data Source
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Step 2: Select Table/Sheet
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Step 3: Configure Import
Step 4: Preview & Insert
Preview (first 5 rows):
Automatic Sync Schedules
Manage automatic sync schedules for keeping your Word documents up-to-date.
Schedules are created when you import data with sync enabled.
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Graphics Libraries
Organize and manage your graphics files in libraries for easy access in documents. Use graphics with the InsertImage post-processing function and [[image]] placeholders.
Reference graphics using: libraryName/filename.jpg in your placeholders and functions.
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📧 Power Automate Email Flow Packages
Completed email campaign packages ready for Power Automate. Each package contains merged email bodies, optional merged attachments, and static files.
View details or Download the complete ZIP package for import into Power Automate.
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🎨 Smart Insertion Builder
Build complex placeholders, conditional blocks, and loops with visual tools - no syntax memorization needed!
Select a field to see preview
Select a category to see available functions
No functions selected
Select field and functions to see preview
Configure condition to see preview
Arrays come from linked detail files
Configure loop to see preview
✨ Live Placeholder Detection
Type a placeholder like <<TableName.FieldName>> in Word, then:
Press F2 key, OR
Click the button below
The Advanced Builder will open with live data preview and record navigation! 🚀
Data Actions
Data actions are where you let the data flow through your template document with placeholders and post processing functions. You can try different flow and character style options until you get your data looking just right.
Layout & Flow
Options
🔄 Generate Tagged Text from Data
Workflow: System reads your Word template, extracts <<ColumnName>> placeholders and their formatting, creates DBPCS_ character styles, then generates tagged text for all records.
1. Format placeholders in Word (bold, italic, colors) • 2. Select data file • 3. Click Generate • 4. Review & Import
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📦 Export to Power Automate
Create automated email workflows
Export a complete package with HTML email bodies, Word/PDF attachments, and pre-configured Power Automate flow. Perfect for scheduled or complex workflows.
📝 Import Tagged Text
Import text with PageMaker-style formatting tags. Perfect for batch document generation from databases or scripts.
Format: <p:StyleName>text for paragraphs, <c:StyleName>text<c:> for character styles
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Tagged Text Format Help
Paragraph Styles:
<p:Heading1>Text - Heading 1
<p:Body>Text - Body text
<p:Quote>Text - Quote style
Character Styles:
<c:Bold>text<c:> - Bold text
<c:Italic>text<c:> - Italic text
Example:
<p:Title>Document Title
<p:Heading1>Chapter One
<p:Body>This is <c:Bold>important<c:> text.
📧 Send Email Campaign
Send tracked emails directly from Word
Create personalized HTML emails with merge fields and send them instantly via Microsoft Graph. Track opens, clicks, and replies in real-time.
Requires Microsoft account connection (see Email Config tab)
💾 Saved Campaign Configurations
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No saved campaigns
Campaign configurations are automatically saved as you work through the wizard
📊 Sent Campaign Analytics
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No campaigns sent yet
Launch the Email Campaign Wizard to send your first tracked email campaign!
⚙️ Email Configuration
Connect your Microsoft account to enable email campaign functionality. Configure tracking options and test your connection.
Requires Microsoft 365 account with email capabilities.
Not Connected
Connect your Microsoft account to enable email sending
Tip: After connecting, click Refresh Status to update the display.
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Tracking Options
Adds invisible tracking pixel to emails
Routes links through tracking server
Monitor email responses via webhooks
🧪 Test Send
Send a test email to verify your connection is working.
📊 Email Analytics Dashboard
View detailed analytics for all sent emails including opens, clicks, and replies.
