Mehr zu: Publixx (EN)

Publixx Tutorial (English)

Create professional documents from your data in minutes. One template, 15+ output formats.

Getting Started with Publixx

Create professional documents from your data in minutes. One template, 15+ output formats.

What You'll Learn

This tutorial guides you through the basic workflow: loading data, designing a template, binding data fields, and exporting to multiple formats like PDF, PowerPoint, Word, and more.

📊 Load Data 🎨 Design Template 🔗 Bind Fields 📤 Export
The Publixx workflow: From data to professional documents

Step 1: Load Your Data

Publixx works with your existing data sources. You can import data from JSON files, Excel spreadsheets, or CSV files. The data becomes the foundation for generating multiple documents automatically.

{ } JSON API, Databases 📗 Excel .xlsx, .xls 📄 CSV UTF-8 encoded
Supported data formats: JSON, Excel, and CSV

How to Load Data

  1. Go to File → Load Data in the menu
  2. Choose your data format: JSON, Excel, or CSV
  3. Select a local file or enter a URL to fetch data from an API
  4. Click Import to load your data

Step 2: Design Your Template

The visual designer lets you create professional layouts using drag-and-drop. Choose a page format, then add elements like text boxes, images, tables, and more.

Header / Title 🖼️ Description Text Specs Table Elements T 🖼️ Text Image Table Shape Properties Position X: Data Field: Font Size:
The Publixx Designer: Elements panel (left), Canvas (center), Properties (right)

Available Element Types

  • Text: Headlines, descriptions, labels with full typography control
  • Image: Product photos, logos with automatic fitting options
  • Table: Specifications, feature lists from structured data
  • Bullets: Feature lists, highlights from array data
  • Shapes: Rectangles, circles, lines for design elements
  • QR Code / Barcode: Links, product codes (EAN, Code128, etc.)
  • Chart: Bar, line, pie charts from numeric data
  • Video: Embedded media for digital outputs

Step 3: Bind Data to Elements

Connect your template elements to data fields. When you switch records, all bound elements update automatically. This is what makes Publixx powerful for batch document generation.

Your Data (JSON/Excel) "title": "Product A" "price": "€ 299.00" "image": "product.jpg" Template Elements Product A {title} € 299.00 {price} 🖼️ {image}
Data fields are bound to template elements using field references like {title}

How to Bind Fields

  1. Select an element on the canvas
  2. In the Properties panel, find the Data section
  3. Click the field selector dropdown
  4. Choose a field from your loaded data
  5. The element now displays data from the current record

Field Reference Syntax

You can also type field references directly using curly braces:

  • {fieldname} — Simple field reference
  • {product.name} — Nested object access
  • {specs[0].value} — Array access
  • {price} € — Mix static text with data

Step 4: Preview Different Records

Your template is now connected to data. Use the dataset navigation to preview how different records will look. This helps you ensure your design works for all your data.

Record 3 of 150: Product XYZ Keyboard: ← Previous | → Next | Home First | End Last
Use the dataset navigation to preview different records

Navigation Options

  • Use the dropdown selector to jump to any record
  • Use arrow buttons or keyboard shortcuts to step through
  • Use Filter to show only records matching specific criteria

Step 5: Export Your Documents

With your template ready, export to any of the 15+ supported formats. Generate documents for the current record, all records, or a filtered selection.

Documents 📕 PDF 📊 PowerPoint 📘 Word 📗 Excel Images 🖼️ PNG 📷 JPEG Web & Digital 🌐 HTML 📱 Microsite 🖥️ Website 🎬 Video ▶️ Player Special 📦 iiRDS 🏷️ DPP
Export to 15+ formats: Documents, Images, Web, and Special formats

Export Options

  1. Go to Export in the menu
  2. Select your desired format (PDF, PowerPoint, etc.)
  3. Choose scope: Current record, All records, or Filtered selection
  4. Configure format-specific options if needed
  5. Click Export to generate and download

Batch Export

For large datasets, Publixx can generate hundreds of documents automatically. Options include single multi-page files or ZIP archives with individual files per record.

Next Steps: Advanced Features

Once you've mastered the basics, explore these powerful features:

publixxIDEA Template Wizard: Create templates from Excel data in minutes. 🎯 publixxAD Banner Generator: Create IAB, Social Media, and Print banners instantly. 🔄 Dynamic Layout Auto-adjust layouts based on content length and available fields. 🎨 Brand Kits Save colors, fonts, and logos for consistent corporate design. Macros Automate workflows: Load data, apply filters, export – all automated. 🔌 API Plugins Connect to external APIs: AI text, translations, maps, weather, and more.

Essential Keyboard Shortcuts

Action Windows / Linux macOS
Undo Ctrl + Z + Z
Redo Ctrl + Y + Shift + Z
Save Template Ctrl + S + S
Previous Record
Next Record
Delete Element Delete Delete
Duplicate Element Ctrl + D + D
Open Macro Editor Alt + M Option + M

Need Help?

Publixx includes comprehensive help resources:

  • User Manual: Access via Help → Manual in the menu
  • Tooltips: Hover over interface elements for quick explanations
  • Field Explorer: Understand your data structure at a glance
  • Export Channels Documentation: Detailed format specifications

For technical support or feature requests, contact your Publixx administrator or visit the incoxx support portal.

Publixx Template Designer by incoxx GmbH

One Template. Many Formats. Unlimited Possibilities.