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📋 Data Tab - Quick Reference Card

One-page cheat sheet for the Data Tab - print this out or keep it handy!

🗂️ The 6 Sub-Tabs at a Glance

Row 1: [Files] [Sources] [Import]
Row 2: [Sync] [Media] [Packages]

📁 FILES - Store Data & Templates

What: Upload CSV files and Word templates

Quick Actions:

  • Import Data File → Upload CSV
  • Insert Fields → Add placeholders like <<FieldName>>
  • Sort Data → Reorder rows
  • View Data → See full table with search & filter
  • Upload Template → Save Word .docx files

When to Use: You have a CSV/Excel file or reusable Word template

🔌 SOURCES - Connect to Live Data

What: Connect to Google Sheets, Excel, Airtable, SQL Server

Quick Actions:

  • Click a tile (Google Sheets, Excel, Airtable, SQL)
  • Sign in or enter credentials
  • Connection appears in list below
  • Test Connection → Verify it's working
  • Delete → Remove connection

When to Use: You want data that updates automatically from the cloud or database

📥 IMPORT - Pull Live Data In

What: 4-step wizard to import data from connected sources

Quick Steps:

  1. Select Source (pick from your connections)
  2. Select Table/Sheet (choose which data)
  3. Configure (columns, format, enable auto-sync)
  4. Preview & Insert (check it, then insert)
Step 3 Options:
  • ✅ Enable Auto Sync for automatic updates
  • Frequency: Hourly, Daily, or Weekly
  • Format: Table, List, or Merge Fields

When to Use: You need live data in your Word document right now

🔄 SYNC - Manage Auto-Updates

What: View and control automatic data synchronization schedules

Quick Actions:

  • Toggle On/Off → Enable or pause syncing
  • Sync Now → Update immediately
  • Delete → Remove schedule permanently

Each Schedule Shows:

  • 🟢 Hourly / 🔵 Daily / 🟣 Weekly badge
  • Last Sync: "5 min ago"
  • Next Sync: "in 55 min"

When to Use: Check when data last updated, manually trigger an update, temporarily pause syncing

🖼️ MEDIA - Organize Images

What: Create image libraries and upload photos/graphics

Quick Actions:

  • Create Library → Make a new collection
  • Upload Images → Add JPG/PNG files
  • View Gallery → See all images visually
  • Copy Name → Get filename for placeholders

Using Images in Word:

[[imagename.jpg]] [[LibraryName/imagename.jpg]] {{InsertImage|Products/laptop.jpg|2|3}}

When to Use: You need to insert images by name instead of manually

📦 PACKAGES - Email Campaign Downloads

What: Pre-built email packages ready for Microsoft Graph

Quick Actions:

  • View Details → See what's in the package
  • Download → Get ZIP file
  • Delete → Remove from server

Package Contents: HTML emails, Email data CSV, Optional attachments, README instructions

When to Use: You created an email campaign export and need to download it

🚀 Common 30-Second Tasks

Task Steps
Upload CSV Files → Import Data File → Select file
Insert fields Files → Click file → Insert Fields → Check fields
Connect Google Sheets Sources → Click "Google Sheets" → Sign in
Import live data Import → Pick source → Pick table → Insert
Create image library Media → Create Library → Name it → Upload images
Check sync status Sync → See schedules & last update times
Download email package Packages → Click package → Download
Manually update data Sync → Find schedule → Sync Now

📋 Syntax Cheat Sheet

Text Placeholders

<<FieldName>> <<FirstName>> <<LastName>> Dear <<CustomerName>>,

Image Placeholders

[[imagename.jpg]] [[Products/laptop.jpg]] [[Headshots/john-doe.jpg]]

Post-Processing Functions

{{Uppercase|<<CompanyName>>}} {{FormatCurrency|<<Price>>}} {{InsertImage|Products/item.jpg|2|3}}

✅ Quick Troubleshooting

Problem Solution
Can't see my CSV data Files → View Data → Check if data loaded
Google Sheets won't connect Sources → Try signing in again
Sync not working Sync → Check toggle is ON, verify last sync time
Image not inserting Media → Verify filename spelling matches exactly
Package download failed Packages → Refresh, try download again
Import wizard stuck Click Back, refresh browser, start over

💡 Pro Tips

📖 Need More Details?

See DATA_TAB_GUIDE.html for complete step-by-step instructions with examples and screenshots.