Most organisations that use Gelato, order business cards using Editable Templates. Usually, each individual will get access to the account to order their own business cards. However, in some cases, one person has to order several business cards at once for multiple employees in the company.
To support this, an improved version of the ordering flow is available, allowing users to enter details in a table or import a pre-filled Excel file. The details are then automatically filled into the template, generating multiple business cards ready to order.
1. Select the template to use
Hover your mouse over the template you want to edit. On the top right corner of the file you will see 3 dots. Click on the dots to see the option to customize multiple cards.
2. Enter the details in Table or Upload Excel
If you want to use the table, just type in the information corresponding to each editable field. As you type in each box, the editable section will be highlighted in yellow. Note: You can add more rows if needed (up to 100 rows).
If you want to use the excel, first click on Download and save the file in your computer. Open the file and edit it, once you are done, go back to this page (below) and click on Upload Excel data file.
After uploading the file continue by selecting 'Replace table data'.
3. Check Preview & Edit
On the next page, you can edit details on an individual card as well as remove any card or click on 'Edit all cards' button to go back to the table to edit the data.
4. Review & Proceed to Checkout
If everything is in order you can 'Add all to cart'. You will then see the first page of the checkout process. Click on 'Proceed to checkout' and follow the traditional order placement flow.