Upload an Excel file (product master, customer master, etc.) to create a lookup source. After binding a join field in Data Formats, labels can pull in Excel columns like barcode, price, or origin, looked up automatically by the server at print time.
Before you start
- Prepare an Excel file with a header row. You can download the "Product Sample" or "Customer Sample" on this page first to see a typical column layout.
Steps
- Upload Excel to create a source
Click "Upload Excel to Create Source" and choose a file; the system detects the column and row counts. - Set the source name and key column
The key column is used for the join lookup (e.g. product code). Set it, then click "Confirm Import". - View and search rows
Select a source on the left to view its rows; use the search box to filter and confirm the import looks correct. - Bind it in Data Formats
Bind this source to a data format, set the join field and a virtual-field prefix (e.g. pinfo) — then the Label Designer can use lookup fields like "pinfo.barcode".
Notes
- Re-importing replaces the entire dataset for that source. Rows with an empty key are skipped; rows with a duplicate key are overwritten by the later row.
- At print time, rows with no matching key are left blank in the lookup field — the label still prints without error.
Limitations
- A source in use by a data format binding cannot be deleted directly; remove the binding in Data Formats first.
- Deleting a source removes all its rows permanently; confirm before deleting.