Documentation/Modules/Crm/Sales/Sales/Gelato

Gelato

Gelato is a global print-on-demand platform that integrates with Axis to sync product catalogs and automate order fulfillment.

Connecting Gelato’s services with Axis’s Sales and eCommerce apps enables the following:

Sync Axis sales orders with Gelato for automated order fulfillment
Create and manage Gelato products within Axis; supports product variant and image sync
Configure delivery options in Axis and receive order updates via webhooks.

Configuration

Important

The company information (Company name and Billing address) in the Gelato account must match the company information in the Axis database in order for sales orders to be confirmed and sent to Gelato for fulfillment.

Configure API keys and webhooks in Gelato

Before configuring the Gelato connector in Axis, first obtain API credentials and webhooks from the Gelato account.

API connectors enable Axis Sales to send and receive data from Gelato for order processing, while webhooks provide real-time updates on order status and shipment tracking.

API Key

An API Key is a unique authentication token that allows Axis to securely communicate with Gelato’s API, enabling order transmission, status updates, and data synchronization.

After logging into Gelato, click Developer in the left menu bar. From here, click on API keys. In the new page, click the Add API Key button to open a new API key form. Type in a name, then click Create Key.

Copy the generated API key using Copy to Clipboard.

Newly generated API key in the Gelato platform.

Important

Copy the API key and store it somewhere safe and secure before leaving this page. Once the page is refreshed or exited, the key will not be available to copy.

If the key cannot be copied or is lost, return to the API key page and start over, creating a new API key.

Webhook

A webhook is an automated notification system that instantly updates Axis when Gelato processes, ships, or delivers an order, ensuring real-time tracking and minimal manual intervention.

To create a webhook, go to Developer ‣ Webhooks under the Developer drop-down menu in the left menu bar. In the new page, click Add Webhook to open a Create Webhook form.

The webhook form requires several specific configurations:

URL: This tells Gelato where to send the order updates in Axis. Copy and paste the Axis database URL with the additional suffix /gelato/webhook.

Example
https://stealthywood.odoo.com/gelato/webhook
Events: Click into the field and select order_status_updated. Selecting order_status_updated ensures Axis receives order changes automatically.
Method: Click into the field and select the HTTP Post option, as this is the request method used to send data from Gelato to Axis.
Tick the checkbox next to I want to take Authorization to this webhook.
Header Name: In this field, type in signature to match the field in Axis.
Click Generate Key to generate a Header Value.
Click Create to complete this webhook configuration.

Newly configured webhook in the Gelato platform.

Tip

Copy and paste the API key and webhook on a notepad before tabbing out of the Gelato webpage as backup.

Configure Gelato connector in Axis

In Axis, navigate to Sales app ‣ Configuration ‣ Settings, then scroll to the Connectors section. Enable the Gelato connector by ticking the checkbox. Next, paste the newly generated API keys and webhook secret key into their respective fields. Once saved, Gelato is available in Axis Sales and eCommerce products.

Synchronizing Gelato products with Axis Sales

It is recommended to have products already configured in Gelato before configuring them in Axis. To get the product ID in Gelato, navigate to the Templates page from the side bar menu. Select which product to synchronize in Axis, then hover over the product card to reveal the (vertical ellipsis) menu icon. Click the menu icon, then click Copy Template ID to copy the product template ID to the clipboard.

Axis Sales product

To create a product in Axis that matches the Gelato product, navigate to Sales app ‣ Products ‣ Products, select New to create a new product form. Type in the product Name, then navigate to the Sales tab. Find the Gelato section, then click into the Template Reference field and paste the copied template ID from the Gelato product. Finally, click Synchronize.

Successful synchronization pulls the Gelato product variant options into the newly configured Axis product.

In the new Print Images field, click the default marker to set a default product image. Click the (edit) icon and select the product image file to upload, then Save & Close.

Important

The Print Images field must be configured on all Gelato products and their respective product variations before they can be ordered.

Product variants

To view and edit the newly synchronized product variants, navigate to the Attributes & Variants tab, which will have the variants pulled from the Gelato product configuration. Click the Configure button to edit and configure the variant images, delivery methods, additional pricing, etc.

Order a Gelato product from Axis

Once synchronized, Gelato products are available to order in Axis through sales quotations or on the eCommerce store. Gelato delivery options are automatically synchronized upon API and webhook configuration.

To add Gelato delivery, click Add shipping on the sales order. Select Standard Delivery or Express Delivery in the Shipping Method field, then click Get rate.

Once the quotation is confirmed, it becomes an active sales order, and the order is sent to Gelato for fulfillment. Once a sales order is sent from Axis to Gelato, Gelato processes the order, produces the product at the nearest fulfillment center, and ships it directly to the end-customer.