ShipBob Integration — Shopify Edited Order Sync (Account Editor)

This guide helps merchants using ShipBob (WMS) understand how to configure the integration so that Account Editor order edits are always reflected correctly. ShipBob reads live edits — changes made during the editing window will sync to ShipBob once the order is downloaded. However, orders must still use the delayed capture flow to prevent ShipBob from downloading before editing is complete.

How the Integration Works

ShipBob 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 ShipBob ever sees it.

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 — ShipBob Skips the Order

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

Step 4 — Grace Period Ends

Shopify Flow automatically captures payment → Status updates to Paid.

Step 5 — ShipBob Downloads

ShipBob 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 ShipBob 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 ShipBob 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 — Verify ShipBob Import Settings

Verify that ShipBob is configured to only import orders when the payment status is "Paid". Orders with Authorized or other statuses should not be selected for import.

1. Log in to your ShipBob account
2. Go to Settings or Shopify Integration Settings
3. Verify that ShipBob only imports orders when payment status is "Paid"
4. Ensure "Authorized" or other statuses are NOT selected for import
5. Save if any changes were made

🚫 Step 4 — Disable Shipping Methods App Block in Account Editor

ShipBob 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 5 — 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 6 — Your Account Editor Workflow

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

1. New order arrives → Payment = Authorized (ShipBob 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 → ShipBob 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 ShipBob
• ✅ Quantity changes reflected accurately
• ✅ Address changes included in the download
• ✅ Live edit sync — edits made after download can still sync to ShipBob
• ✅ No manual payment capture needed — fully automated

Settings Summary

Testing Checklist

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

• ✅ Place a test order — verify it does not appear in ShipBob 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 ShipBob with all edits included
• ✅ 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 — ShipBob 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