> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.accounteditor.com/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # Indigo8 ### Indigo8 Integration โ€” Shopify Edited Order Sync (Account Editor) ###### This guide helps merchants using **Indigo8** (ERP) understand how to configure the integration so that Account Editor order edits are always reflected correctly. Indigo8 **reads live edits** โ€” once an order is downloaded, any further changes continue to sync in real time. || **๐Ÿ“ Indigo8 requires two conditions to be met before it downloads an order โ€” payment status must be "Paid"** AND a specific sync tag must be applied. The Account Editor Master Flow (Tag & Paid) handles both automatically. --- ### How the Integration Works ###### Indigo8 only pulls an order from Shopify once both conditions are satisfied: payment is captured and the "AE-PROCESSED" tag is present. The Master Flow manages both โ€” delaying payment capture during the editing window, then applying the tag and capturing payment once the grace period closes. ### **Step 1 โ€” Order Created** ###### Customer completes checkout โ†’ Payment is **Authorized** (not yet captured). No sync tag is applied yet. ### **Step 2 โ€” Grace Period Active** ###### The editing window opens. The customer can make changes in Account Editor โ€” add items, remove items, adjust quantities, update address, or upgrade shipping. ### **Step 3 โ€” Indigo8 Skips the Order** ###### Payment is still `Authorized` and the sync tag has not been applied โ€” **Indigo8 does not download the order**. Both conditions must be met before it will. ### **Step 4 โ€” Grace Period Ends** ###### The editing window closes โ†’ the Flow captures payment automatically โ†’ status updates to **Paid**. ### **Step 5 โ€” Sync Tag Applied** ###### The Flow adds the "AE-PROCESSED" tag to the order. ### **Step 6 โ€” Indigo8 Downloads the Order** ###### Both conditions are now met โ€” Indigo8 pulls the order with **all edits already included**. ### **Step 7 โ€” Live Edits Continue to Sync** ###### After download, Indigo8 continues to read any further changes from Shopify in real time. --- ### Key Advantage โ€” Shipping Method Upgrades Supported ###### Unlike most 3PL and ERP integrations, Indigo8 **fully supports shipping method upgrades** during the editing window. * โœ… Customers can upgrade their shipping (e.g., Standard โ†’ Express) * โœ… Shipping changes sync to Indigo8 correctly * โœ… The Shipping Methods App Block **does not need to be disabled** || **๐Ÿ“ Shipping upgrades are one of the most common post-purchase customer requests. Indigo8's ability to handle them without additional configuration is a significant advantage over most integrations.** --- ### Step-by-Step Setup ## **๐Ÿ“‹ Step 1 โ€” Change Payment Capture Setting in Shopify** ###### Set Shopify to hold payment in **Authorized** state so Indigo8 cannot import the order until the editing window has closed. 1. Log in to **Shopify Admin** 2. Go to **Settings โ†’ Payments** 3. Scroll down to **Payment capture method** 4. Select **"Automatically after fulfillment"** 5. Click **Save** || **โš ๏ธ 7-day limit: Shopify Payments authorizations expire after 7 days. Always ensure your grace period sits well within this window.** --- ## **โšก Step 2 โ€” Import the Order Editing Master Flow (Tag & Paid)** ###### This Flow handles everything โ€” it delays payment capture during the editing window, then captures payment and applies the "AE-PROCESSED" tag once the grace period expires, triggering Indigo8 to download the finalized order. 1. Download the **Order Editing Master Flow (Tag & Paid)** file (provided with this guide) 2. In Shopify Admin, go to **Apps โ†’ 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** | [โฌ‡๏ธ Download Account Editor tagged and paid Master Flow](https://drive.google.com/file/d/14QPX36UZNWI82T5UNX35YXHein-aUriP/view?usp=sharing) || **๐Ÿ“ What this Flow does: Delays payment capture during the editing window โ†’ captures payment when the grace period ends โ†’ applies the `"AE-PROCESSED"` tag โ†’ triggers Indigo8 to download the order.** --- ## **โš™๏ธ Step 3 โ€” Configure Indigo8 Tag Sync** ###### Confirm that Indigo8 is set up to recognise the `"AE-PROCESSED"` tag as the trigger for downloading orders. 1. Log in to your **Indigo8** account 2. Verify that Indigo8 is configured to download orders when the `"AE-PROCESSED"` tag is present 3. Confirm that both conditions โ€” **Paid status** and the **sync tag** โ€” are required before Indigo8 pulls an order || **๐Ÿ“ If Indigo8 is not recognising the tag, orders will not download after the grace period. Contact Indigo8 support to confirm the tag sync configuration on your account.** --- ## **โœ๏ธ Step 4 โ€” Your Account Editor Workflow** ###### Once the Flow is active and Indigo8's tag sync is confirmed, every order runs like this automatically: 1. New order arrives โ†’ Payment = **Authorized**, no sync tag yet *(Indigo8 cannot see it โœ…)* 2. Grace period active โ†’ Customer edits in **Account Editor** โ€” including shipping upgrades if needed 3. Grace period expires โ†’ Flow captures payment โ†’ applies `"AE-PROCESSED"` tag 4. Both conditions met โ†’ Indigo8 downloads the finalized order โœ… 5. Live edits continue to sync โ†’ further changes after download reflect in Indigo8 in real time ###### **What happens after this setup:** * โœ… Correct order total โ€” removed items not counted * โœ… Added items appear correctly in Indigo8 * โœ… Quantity changes reflected accurately * โœ… Address changes included at download * โœ… Shipping upgrades supported and synced correctly * โœ… Live edit sync continues after download * โœ… No manual payment capture or tag management needed || **โœ… Setup complete! Indigo8 will always receive the final, correctly edited order โ€” and continue syncing any further changes in real time.** --- ### Settings Summary | **Where** | **Setting** | **Value** | | ---- | | Shopify โ†’ Settings โ†’ Payments | Payment capture method | `Automatically after fulfillment` | | Shopify โ†’ Apps โ†’ Shopify Flow | Order Editing Master Flow (Tag & Paid) | **Active** โ€” grace period configured | | Indigo8 | Tag sync trigger | `"AE-PROCESSED"` tag | | Indigo8 | Payment status requirement | **Paid** | | Account Editor โ†’ App Blocks | Shipping Methods App Block | **Can remain Enabled** โ€” shipping upgrades are supported | | Account Editor โ†’ Settings | Editing Deadline | Configured (e.g., 30 min) | --- ### Testing Your Integration ###### Run through both test scenarios below before going live to confirm the Flow, tag sync, and Indigo8 download are all working correctly. ## **๐Ÿงช Test 1 โ€” Basic Integration Test** 1. Place a test order 2. Check Indigo8 immediately โ€” verify the order does **not** appear 3. Make edits during the editing window โ€” add/remove items, change the address 4. Wait for the grace period to expire 5. Verify the `"AE-PROCESSED"` tag is applied to the order in Shopify 6. Confirm the order appears in Indigo8 with **all edits included** ## **๐Ÿงช Test 2 โ€” Shipping Upgrade Test** 1. Place a test order with **Standard** shipping 2. During the editing window, **upgrade to Express** shipping 3. Wait for the grace period to expire 4. Verify Indigo8 shows **Express shipping** applied correctly 5. Confirm the shipping charges have updated accurately --- ### Troubleshooting | **Issue** | **Likely Cause** | **Fix** | | ---- | | Indigo8 receives the order before the editing window closes | The sync tag is being applied too early | Review the Flow configuration โ€” confirm the tag is only applied **after** the grace period expires | | Order never appears in Indigo8 after the grace period | Payment not captured, tag not applied, or both conditions not met | Check that both the `AE-PROCESSED` tag is present AND payment status is **Paid** on the order | | Tag not appearing on the order | Flow is inactive or misconfigured | Open Shopify Flow โ†’ verify the Master Flow (Tag & Paid) is **Active** โ†’ check the run history for errors | | Live edits not syncing after download | Indigo8 integration connection issue | Confirm the Indigo8โ€“Shopify integration is properly connected and active | | Shipping upgrades not reflecting in Indigo8 | Indigo8 not configured to read shipping line updates | Contact Indigo8 support to verify shipping line sync is enabled on your account | | Authorization expired before payment was captured | Grace period ran past the 7-day Shopify authorization limit | Shorten the grace period โ€” keep it well under 7 days, ideally between 30 minutes and 2 hours | --- ### Best Practices * Keep the grace period short โ€” **30 minutes to 2 hours** is ideal for most stores * Confirm Indigo8's tag sync is configured for `AE-PROCESSED` before going live * Leave the **Shipping Methods App Block enabled** โ€” Indigo8 supports shipping upgrades, so there is no reason to disable it * Monitor the Flow run history after launch to confirm tags and payment captures are firing correctly * Run both test scenarios โ€” basic integration and shipping upgrade โ€” before accepting live 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 โ†’ Settings โ†’ Payment capture method * Screenshot of Shopify Flow โ†’ Order Editing Master Flow (Tag & Paid) status and run history * Screenshot of the affected order in Shopify Admin showing the tags applied * Confirmation that Indigo8's tag sync is configured for `AE-PROCESSED` * The affected order number