Coghlan 3PL

Coghlan 3PL Integration — Shopify Edited Order Sync (Account Editor)

This guide helps merchants using Coghlan 3PL understand how to configure the integration so that Account Editor order edits are always reflected correctly. Coghlan 3PL does not read live edits — orders must be fully finalized before Coghlan 3PL downloads them.

Important: Coghlan 3PL uses the **Account Editor Delayed Master Flow to delay order downloads. Payment is held in Authorized state while customers edit, then the Flow captures payment automatically after the grace period — triggering Coghlan 3PL to download the finalized order.**

How the Integration Works

Coghlan 3PL 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 Coghlan 3PL ever sees it.

📝 Partially paid orders: Coghlan 3PL does **not download partially paid orders by default. They will only pull partially paid orders on the client's specific request. Contact your Coghlan 3PL representative if you need this behaviour enabled.**

Step 1 — Order Created

Customer places an order → Payment is Authorized (not yet captured).

Step 2 — Grace Period Active

The editing window opens. Customer or merchant can edit the order in Account Editor — add items, remove items, change quantities, update address.

Step 3 — Coghlan 3PL Skips the Order

Because payment status is still `Authorized`, Coghlan 3PL does not download the order. The order is invisible to Coghlan 3PL during the entire editing window.

Step 4 — Grace Period Ends

Shopify Flow automatically captures payment → Status updates to Paid.

Step 5 — Coghlan 3PL Downloads

Coghlan 3PL sees the order for the first time with all edits already included — correct items, quantities, and totals.

Step-by-Step Setup

📋 Step 1 — Enable Manual Payment Capture in Shopify

Set Shopify to hold payment in Authorized state so Coghlan 3PL cannot import the order until editing is complete and payment is captured.

Log in to Shopify Admin
Go to Settings → Payments
Scroll down to Payment capture method
Select "Manually capture payment for orders"
Click Save

⚠️ 7-day limit: Shopify Payments authorizations expire after 7 days. Always capture payment within this window after editing is complete.

⚡ 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 Coghlan 3PL to download the finalized order.

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

⬇️ Download Account Editor Delayed Master Flow📝 How the Flow works: When a new order is created, the Flow waits for the configured grace period. After the wait, it automatically captures payment — changing the status from Authorized to Paid. Coghlan 3PL then downloads the order with all edits included.

⏱️ Step 3 — 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.

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

📝 Keep timings in sync: The editing deadline shown to the customer should match (or be slightly shorter than) the grace period in Shopify Flow. For example, if the Flow waits 30 minutes before capturing, set the editing deadline to 25–30 minutes so customers see an accurate countdown.

✏️ Step 4 — Your Account Editor Workflow

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

New order arrives → Payment = Authorized (Coghlan 3PL does not see it ✅)
Grace period active → Customer can edit in Account Editor — add/remove items, change quantities, update address
Grace period expires → Shopify Flow automatically captures payment
Payment becomes Paid → Coghlan 3PL downloads the finalized order ✅
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 Coghlan 3PL
✅ Quantity changes reflected accurately
✅ Address changes included in the download
✅ No manual payment capture needed — fully automated

✅ Setup complete! Coghlan 3PL will always receive the final, correctly edited order. The entire flow is automated — no manual capture or Coghlan 3PL configuration required.

Settings Summary

Where	Setting	Value
Shopify → Settings → Payments	Payment capture method	`Manually capture payment for orders`
Shopify → Apps → Shopify Flow	Account Editor Delayed Master Flow	Active — grace period configured
Account Editor → Settings	Editing Deadline	Configured (e.g., 30 min)
Coghlan 3PL	Order download filter	Paid orders only (default). Partially paid: not downloaded unless specifically requested

Testing Checklist

Before going live, run through this checklist to confirm everything works correctly:

✅ Place a test order — verify it does not appear in Coghlan 3PL immediately
✅ Make edits during the editing window — add/remove items, change address
✅ Wait for the grace period to expire
✅ Confirm payment is captured automatically by the Flow
✅ Confirm order appears in Coghlan 3PL with all edits included

Troubleshooting

Issue	Likely Cause	Fix
Orders appearing in Coghlan 3PL too early	Payment capture not set to Manual, or Flow not activated	Verify payment capture = "Manually capture payment for orders" and the Account Editor Delayed Master Flow is Active
Orders not appearing after grace period	Flow is not capturing payment correctly	Open Shopify Flow → check the run history for errors → re-import if needed
Edits not reflected in Coghlan 3PL	Edits were made after the grace period ended	Ensure all edits are completed before the grace period expires — Coghlan 3PL does not read live edits
Partially paid orders not downloading	Coghlan 3PL does not pull partially paid orders by default	Contact your Coghlan 3PL representative to request partially paid order downloads if needed
Authorization expired (no payment captured)	Grace period exceeds 7-day limit	Reduce grace period to well under 7 days (recommended: 30 min – 2 hours)

Best Practices

Keep the grace period short — 30 minutes to 2 hours is ideal for most stores
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
If you need partially paid orders downloaded, contact Coghlan 3PL to enable this before going live
Test the full flow end-to-end before going live with real orders

Need Help?

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

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