> ## 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). # Kayo 3PL ### Kayo 3PL Integration โ€” Shopify Edited Order Sync (Account Editor) ###### This guide helps merchants using **Kayo 3PL** understand how to configure the integration so that Account Editor order edits are always reflected correctly. Kayo 3PL manages order processing based on Shopify's hold status โ€” orders placed on hold are not processed until the hold is released. ||| **๐Ÿ›‘ Important: Delayed Payment Capture does NOT work with Kayo 3PL. The Hold Flow is the only supported integration method. Do not attempt to use the Delayed Master Flow with this integration.** --- ### How the Integration Works ###### Kayo 3PL checks the hold status of each order before processing. When a hold is active, Kayo 3PL skips the order entirely โ€” giving customers time to make changes before fulfillment begins. Once the hold is released, Kayo 3PL picks up the order with all edits included. ### **Step 1 โ€” Order Created** ###### Customer completes checkout โ†’ the order is created in Shopify. ### **Step 2 โ€” Order Placed on Hold** ###### The Hold Flow applies a hold to the order โ†’ Kayo 3PL sees the hold status and does not process the order. ### **Step 3 โ€” Grace Period Active** ###### The editing window opens. The customer can make changes in Account Editor โ€” add items, remove items, adjust quantities, update the delivery address. ### **Step 4 โ€” Kayo 3PL Waits** ###### While the hold is active, **Kayo 3PL does not process the order**. It remains paused until the hold is released. ### **Step 5 โ€” Grace Period Ends** ###### The editing window closes โ†’ no further changes are accepted. ### **Step 6 โ€” Hold Released** ###### The Flow automatically removes the hold โ†’ the order is released for fulfillment. ### **Step 7 โ€” Kayo 3PL Processes the Order** ###### Kayo 3PL picks up the released order with **all edits already included** and begins fulfillment. --- ### Step-by-Step Setup ## **โšก Step 1 โ€” Import the Hold/Release Flow** ###### The Hold/Release Flow places a hold on every new order during the editing window, then removes it automatically once the grace period expires โ€” triggering Kayo 3PL to process the finalized order. 1. Download the **Hold/Release Master Flow** 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 Hold & Release Master Flow](https://drive.google.com/file/d/1EEBYaT_F9ytwz1gPHk_fJysimlIIQx8d/view?usp=sharing) || **๐Ÿ“ How the Flow works: When a new order is created, the Flow immediately places it on hold โ€” blocking Kayo 3PL from processing it. Once the grace period expires, the Flow releases the hold and Kayo 3PL picks up the fully edited order.** --- ## **โš™๏ธ Step 2 โ€” Verify Kayo 3PL Configuration** ###### Confirm that Kayo 3PL is set up to respect Shopify's order hold status before going live. 1. Check that Kayo 3PL is configured to **skip orders that are on hold** 2. Contact Kayo 3PL support if needed to confirm the hold settings are active 3. Verify with a test order that held orders are not being processed prematurely || **๐Ÿ“ If Kayo 3PL is not respecting the hold status, orders will be processed before the editing window closes. Confirm this setting is correct before running live orders through the integration.** --- ## **โœ๏ธ Step 3 โ€” Your Account Editor Workflow** ###### Once the Flow is active and Kayo 3PL's hold settings are confirmed, every order runs like this automatically: 1. New order arrives โ†’ hold applied โ†’ *(Kayo 3PL sees the hold and does not process โœ…)* 2. Grace period active โ†’ Customer edits in **Account Editor** โ€” add/remove items, change quantities, update address 3. Grace period expires โ†’ Flow **releases the hold automatically** 4. Kayo 3PL picks up the released order โœ… 5. Order is fulfilled with **all edits included** โ€” no manual steps needed ###### **What happens after this setup:** * โœ… Correct order total โ€” removed items not counted * โœ… Added items appear correctly in Kayo 3PL * โœ… Quantity changes reflected accurately * โœ… Address changes included at fulfillment * โœ… Fully automated โ€” hold management handled by the Flow || **โœ… Setup complete! Kayo 3PL will always receive the final, correctly edited order. The Flow handles the hold and release automatically.** --- ### Settings Summary | **Where** | **Setting** | **Value** | | ---- | | Shopify โ†’ Apps โ†’ Shopify Flow | Hold/Release Master Flow | **Active** โ€” grace period configured | | Kayo 3PL | Hold status | **Respected** โ€” confirmed with Kayo 3PL support | | Account Editor โ†’ Settings | Editing Deadline | Configured (e.g., 30 min) | | Shopify โ†’ Settings โ†’ Payments | Payment capture method | **No change needed** | --- ### Testing Your Integration ###### Complete all tests below before going live to confirm holds, edits, and fulfillment are all working correctly. ## **๐Ÿงช Test 1 โ€” Hold Status Verification** 1. Place a test order 2. Check the order status in Shopify โ€” it should show as **on hold** 3. Check Kayo 3PL โ€” the order should **not** be processing 4. Wait for the editing period to expire 5. Verify the hold is removed and Kayo 3PL receives the order for processing ## **๐Ÿงช Test 2 โ€” Edit Synchronization** 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 Kayo 3PL receives the order with **correct items only** โ€” removed products should not appear ## **๐Ÿ“‹ General Test Flow** * โœ… Place a test order โ€” confirm the order status is **on hold** in Shopify * โœ… Check Kayo 3PL immediately โ€” order should **not** be processing yet * โœ… Make edits during the editing window โ€” add/remove items, update the address * โœ… Wait for the grace period to expire * โœ… Check Kayo 3PL again โ€” the order should now be **processing with all edits applied** --- ### Troubleshooting | **Issue** | **Likely Cause** | **Fix** | | ---- | | Kayo 3PL processes the order before the editing window closes | Hold status not being respected by Kayo 3PL | Contact Kayo 3PL support to confirm the hold settings are correctly configured on your account | | Hold is never applied when orders are placed | Flow is inactive or misconfigured | Open Shopify Flow โ†’ verify the Hold/Release Flow is **Active** โ†’ review configuration and re-import if needed | | Order never releases after the grace period | Flow is not removing the hold correctly | Open Shopify Flow โ†’ check the run history โ†’ look for errors โ†’ re-import the Flow if needed | | Edits not reflected in the order Kayo 3PL receives | Changes were made after the hold was released | All edits must be saved while the editing window is still open | | Delayed Payment Capture was set up instead of Hold Flow | Wrong integration method used | Remove the Delayed Master Flow and set up the **Hold/Release Flow** instead โ€” Delayed Payment Capture is not compatible with Kayo 3PL | --- ### Best Practices * Always use the **Hold/Release Flow** โ€” Delayed Payment Capture is not compatible with Kayo 3PL * Confirm Kayo 3PL's hold settings are active **before** going live * Keep the grace period short โ€” **30 minutes to 2 hours** works well 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 holds and releases are firing correctly * Run both test scenarios โ€” hold verification and edit synchronization 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 Flow โ†’ Hold/Release Flow status and run history * Confirmation from Kayo 3PL that hold settings are active on your account * The affected order number