This guide walks you through the complete process of setting up customers in GelatoConnect and enabling them to integrate their storefronts for seamless order management. Follow these steps to create a streamlined workflow from your customers' online stores directly to your production floor.
Overview of the Process
Integrating customers via Storefronts involves four key steps:
Create a new customer in GelatoConnect
Enable Storefronts access for the customer
Guide the customer to connect their store(s)
Set up product mapping to process incoming orders
Let's walk through each step in detail.
Step 1: Create a New Customer in GelatoConnect
Before you can enable Storefronts access, you need to create a customer profile in GelatoConnect.
Navigate to the Customers Section
Log in to your GelatoConnect account
Click on Customers in the left navigation menu
Click the Create Customer button
Enter Customer Details
Name: Enter the customer's business name
Customer Reference ID (optional): Add a unique identifier from your system if needed
Description (optional): Add any notes relevant to this customer
Click Create to save the new customer
Tip: Use a consistent naming convention for your customers to make them easier to find and manage, especially as your customer base grows.
Step 2: Enable Storefronts Access for the Customer
Once the customer is created, you need to grant them access to Storefronts.
Access Customer Settings
Find the customer in your customer list
Click on the customer's name to open their profile
Navigate to the Settings tab
Enable Storefronts Access
Find the Storefront Access toggle and switch it to On
Enter the customer admin's details:
Email Address: This will be their login username
First Name: Admin user's first name
Last Name: Admin user's last name
Click Submit to create the access
Invitation Process
The system will automatically send an email invitation to the address provided
The email contains login credentials and instructions for accessing Storefronts
If the customer doesn't receive the invite, ask them to check their spam folder
You can verify the invitation status in the customer settings:
Invite Sent: Email has been delivered but not yet accepted
Active: The customer has accepted the invitation and created their account
Important: Ensure the email address is correct, as this will be the primary means of accessing the Storefronts platform.
Step 3: Guide Customer to Connect Their Store
Once the customer has access to Storefronts, they need to connect their eCommerce store(s). Here's what to share with your customer:
For B2C Integrations (Shopify, Etsy, WooCommerce)
Log in to Storefronts
Use the credentials provided in the invitation email
Navigate to the main dashboard
Connect a Store
Click on the Stores tab in the navigation menu
Select the appropriate platform icon (Shopify, Etsy, or WooCommerce)
Follow the platform-specific authorization steps:
Shopify Integration
Enter the Shopify store name/URL
Authorize the connection through Shopify's authentication screen
Review and accept the requested permissions
Etsy Integration
Log in to Etsy when prompted
Authorize the connection through Etsy's OAuth process
Review and accept the requested permissions
WooCommerce Integration
Enter the WooCommerce store URL
Provide the API credentials (Consumer Key and Secret)
Verify the connection
For B2B Integrations (Pressero)
Configure Pressero Site
Access Pressero admin settings
Set the Integration ID to match the Customer Reference ID in GelatoConnect
Configure the webhook for order transmission
Set up product attributes to align with GelatoConnect requirements
Verify Connection
Place a test order through the Pressero store
Check that it appears in the Storefronts orders dashboard
For Manual Store Setup
If your customer doesn't have an eCommerce platform or needs a simple solution for recurring orders:
Create a Manual Store
In the Stores tab, click Add Manual Store
Enter a name for the store (e.g., "Direct Orders")
Click Create Store
Access Manual Order Options
Use the Place Order button to manually create new orders
Use Import to bulk upload orders via CSV
Step 4: Set Up Product Mapping
For orders to process correctly, products from the customer's store need to map to your production specifications.
Option 1: Connect Existing Store Products
If the customer already has products in their store:
Sync Products
After connecting the store, click the Sync Products button
This retrieves all products from the connected store
Products will appear in the Products tab
Map Products
For each product, click Connect Product
Select the appropriate product from your catalog
Configure print specifications if needed
Click Connect to save the mapping
Option 2: Create New Products in Storefronts
If the customer wants to add new products:
Add New Products
Navigate to the Products tab
Click Add Product
Select a product type from your catalog
Configure product details and options
Use the designer to create templates or upload designs
Click Publish to Store to add it to the connected store
Option 3: Bulk Product Connection
For customers with many products:
Export Current Products
Go to the store's page
Click Bulk Operations
Select Export Products to get a CSV of all store products
Complete the Mapping
Open the CSV and add the Product UID and Design File URL columns
Save the updated CSV
Import the Mapping
Return to Bulk Operations
Select Import Products
Upload your completed CSV
Verifying the Integration
After completing the setup, it's crucial to verify everything works correctly:
Place a Test Order
Have the customer create a test order through their store
Verify the order appears in both Storefronts and GelatoConnect
Check Product Specifications
Verify the product specifications match what you expect for production
Check that print files are being received correctly
Monitor Order Flow
Follow the test order through your production workflow
Confirm status updates are reflected in the customer's Storefronts view
Managing User Access
Your customers may want to add team members to help manage their Storefronts account:
Customer Admin Functions
Only the customer admin (created in Step 2) can add additional users
They should navigate to Settings > User Management in their Storefronts account
Click Add User and enter the new user's details
Assign appropriate permissions for the new user
Permission Levels
Admin: Full access to all stores and settings
Store Manager: Can manage specific stores and products
Order Manager: Can view and manage orders only
View Only: Can only view information without making changes
Troubleshooting Common Issues
Store Connection Problems
Authentication Errors: Ensure API credentials are correct and permissions are granted
Sync Issues: Try manually triggering a sync in the store settings
Platform Restrictions: Check if the store's plan level supports API integrations
Product Mapping Issues
Missing Products: Ensure products are published and active in the source store
File Errors: Verify that design files are accessible and in supported formats
Specification Mismatches: Check that product attributes match between systems
Order Flow Problems
Missing Orders: Verify webhooks are properly configured
Status Updates: Check postback settings in GelatoConnect
Production Errors: Ensure product specifications match your production capabilities
Next Steps
Now that you've set up customers with Storefronts integration, consider these additional steps:
Configure postbacks to provide automated status updates
Set up order management workflows to streamline production
Create template products for frequently ordered items
For additional assistance, please contact our support team at [email protected].