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DAM: File synchronization and ordering

Once you set up the synchronization between your DAM (Bynder or Webdam) and Gelato, you will need to ensure that the files you want to make available for print are synchronized and can be ordered. This article describes the steps to follow to ensure this works correctly:

 

1. Tag files in DAM

Go to your DAM, select the file(s) you want to make available for print and add the tag the same way it was defined in the Gelato setup page (in the example below the tag is Salesdemo).

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Once the file is tagged, it will be automatically synchronized with your Gelato account and will appear inside the folder named DAM import

Note: The synchronized files are easily recognizable thanks to the small icon at the top-right corner. The icon will vary depending on the DAM system the files are stored in.

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2. Configure a file in Gelato

Once the file is synchronized with Gelato, you will need to configure it.

Important: This is required as the file stored in your DAM does not contain information on the format and paper you want to use when printing. If you don't configure the file, you won't be able to order it through Gelato.

The files that are not print-ready are easily recognizable from the Configure button. Just click on the button to initiate the file configuration flow.

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3a. Initiate checkout and order in Gelato

As the file is now replicated in your Gelato library, you can choose to start the checkout flow directly from Gelato. Please refer to the dedicated article on how to place an order

 

3b. Initiate checkout in DAM and order in Gelato

If you have enabled the backlink functionality, a URL to the Gelato checkout will be available in your DAM as one of the fields for your file. Copy and paste the URL into your browser to invoke Gelato modular checkout.

Important: In order for a user to invoke the branded checkout in Gelato, the user must be a registered user of the Gelato account linked to your DAM instance. 

 

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