When importing an InDesign file to be used as a design in Customer's Canvas, there are several things to check for prior to importing in order to ensure a seamless process. 



1. Separation and naming of text fields

Any text used in the design that will be a variable field (customizable by your users) should be separated into its own text field. This ensures that you will not need to remake the text fields after importing the design to Customer's Canvas.



While not necessary, we also recommend naming each layer something simple so that they can be easily identified. 


2. Embed images

It is important to embed all images used in the design before saving. If your images are not embedded you will get an error when trying to import. To embed an image, open the Links panel, select the images to embed, select the menu icon in the top right, then click Embed Link.




3. Save as IDML

Only .idml InDesign file extensions can be uploaded because this file format supports applications for multi-media content creation and editing. With an XML representation in the .idml file format, an InDesign document can be created, opened and edited, by using the Adobe InDesign application and also by third-party software such as Customer's Canvas.




4. Upload fonts before your design

All fonts used in the design must be uploaded to the Assets section of your Customer's Canvas application prior to importing otherwise an error will occur. If you have any static text (not variable) which you can not source the fonts for, you can convert the text to outlines before saving. Click here for more information on importing fonts.