CIN7 OMNI Integration — Shopify Edited Order Sync (Account Editor)

This guide helps merchants using CIN7 OMNI (Order Management System) understand how to configure the integration so that Account Editor order edits are always reflected correctly. CIN7 OMNI does not read live edits — order changes must be synced before CIN7 OMNI downloads the order.

How the Integration Works

CIN7 OMNI downloads orders from Shopify only when payment status is "Paid". The Account Editor Delayed Master Flow creates a grace period between order creation and payment capture — giving you time to edit the order in Account Editor before CIN7 OMNI ever sees it.

Step 1 — Order Created

Customer completes checkout → Order is created in Shopify.

Step 2 — Payment Authorized

Payment status remains "Authorized" (not "Paid"). The payment is held but not captured.

Step 3 — Grace Period Active

The editing window opens (e.g., 30 minutes). Customer can edit the order in Account Editor — add items, remove items, change quantities, apply discount codes, update address.

Step 4 — CIN7 OMNI Does Not Download

Because payment status is still Authorized, CIN7 OMNI does not see the order. The order is completely invisible to CIN7 OMNI during the entire editing window.

Step 5 — Grace Period Ends

The editing window expires. No further customer edits are accepted.

Step 6 — Payment Captured

Account Editor Delayed Master Flow automatically captures the payment. Order status updates to "Paid".

Step 7 — CIN7 OMNI Downloads Order

CIN7 OMNI sees the order for the first time with all edits already included — correct items, quantities, discounts, and totals.

Step-by-Step Setup

📋 Step 1 — Enable Manual Payment Capture in Shopify

Set Shopify to hold payment in Authorized state so CIN7 OMNI cannot import the order until editing is complete and payment is captured.

1. Log in to Shopify Admin
2. Go to Settings → Payments
3. Scroll down to Payment capture method
4. Select "Manually capture payment for orders"
5. Click Save

⚡ Step 2 — Import the Account Editor Delayed Master Flow

The Account Editor Delayed Master Flow is a pre-built Shopify Flow automation that holds payment capture for a configurable grace period, then captures automatically — triggering CIN7 OMNI to download the finalized order.

1. Download the Account Editor Delayed Master Flow file (provided with this guide)
2. In Shopify Admin, go to Apps → Shopify Flow
3. Click Import and select the downloaded .flow file
4. Configure the grace period timing to match your editing deadline (e.g., 30 minutes)
5. Click Activate to enable the Flow
6. Click Save

🚫 Step 3 — Disable Shipping Methods App Block in Account Editor

CIN7 OMNI does not support shipping method changes during the editing window. To prevent customer confusion, you must disable the Shipping Methods App Block in Account Editor settings.

1. Open your Account Editor app settings in Shopify Admin
2. Navigate to the App Blocks configuration
3. Find the Shipping Methods App Block
4. Set it to Disabled
5. Click Save

⏱️ Step 4 — Configure the Editing Deadline

Set how long customers have to edit their order before the grace period expires and payment is captured. This deadline should match the timing configured in the Shopify Flow.

1. Open Account Editor app settings
2. Find the Editing Deadline setting
3. Set the deadline to match your Flow timing (e.g., 30 minutes)
4. Click Save

✏️ Step 5 — Your Account Editor Workflow

Once setup is complete, this is the automated flow for every order:

1. New order arrives → Payment = Authorized (CIN7 OMNI does not see it ✅)
2. Grace period active → Customer can edit in Account Editor — add/remove items, change quantities, update address
3. Grace period expires → Shopify Flow automatically captures payment
4. Payment becomes Paid → CIN7 OMNI downloads the finalized order ✅
5. Order is shipped with all edits included — no manual intervention needed

What happens after this setup:

• ✅ Correct order total — removed items not counted
• ✅ Added items appear correctly in CIN7 OMNI
• ✅ Quantity changes reflected accurately
• ✅ Address changes included in the download
• ✅ No manual payment capture needed — fully automated

Settings Summary

Testing Your Integration

Before going live, run through all three test scenarios and the general flow to confirm CIN7 OMNI integration works correctly.

🧪 Test 1 — Removal of Products

Verify removed items don't appear in CIN7 OMNI.

1. Place a test order with multiple items
2. During the editing window, remove one or more products
3. Wait for the editing period to expire
4. Verify CIN7 OMNI receives the order with correct items only — removed products should not appear

🧪 Test 2 — Addition of Products

Verify added items appear in CIN7 OMNI.

1. Place a test order
2. During the editing window, add additional products
3. Wait for the editing period to expire
4. Verify CIN7 OMNI receives the order with all added items included

🧪 Test 3 — Discount Code Application

Verify discounts reflect in CIN7 OMNI.

1. Place a test order without a discount code
2. During the editing window, apply a discount code
3. Wait for the editing period to expire
4. Verify CIN7 OMNI receives the order with discount applied and correct pricing

📋 General Test Flow

End-to-end verification:

• ✅ Place a test order — verify it does not appear in CIN7 OMNI immediately
• ✅ Make edits during the editing window — add/remove items, apply discounts
• ✅ Wait for the editing period to expire
• ✅ Confirm payment is captured automatically by the Flow
• ✅ Confirm order appears in CIN7 OMNI with all edits included
• ✅ Verify all changes are reflected accurately
• ✅ Verify shipping method changes are blocked (App Block disabled)

Troubleshooting

Best Practices

• Keep the grace period short — 30 minutes to 2 hours is ideal for most stores
• Always disable the Shipping Methods App Block — CIN7 OMNI cannot process shipping changes
• Sync the editing deadline in Account Editor with the Flow timing so customers see an accurate countdown
• Monitor Shopify Flow run history after launch to confirm payment captures are firing correctly
• Test the full flow end-to-end before going live with real orders

Need Help?

If orders still don't sync correctly after following this guide, contact Account Editor Support and share:

• Your store URL
• Screenshot of Shopify → Settings → Payment capture method
• Screenshot of Shopify Flow → Account Editor Delayed Master Flow status and run history
• The affected order number

Updated on: 08/04/2026