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# ShipBob

### 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.

|| **📝 Live edit support: Unlike most 3PLs, ShipBob is a WMS that supports live edit syncing. Once an order is downloaded, subsequent edits can sync to ShipBob. However, the **Account Editor Delayed Master Flow** is still required to delay the initial download until the editing window closes — ensuring the first version ShipBob receives already includes all customer edits.**

---

### 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**

|| **⚠️ 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 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**

| [⬇️ Download Account Editor Delayed Master Flow](https://drive.google.com/file/d/1dQ9pnbumzyJNy_NKW6JCSaF1aHCUOmUu/view?usp=sharing)
|| **📝 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`. ShipBob then downloads the order with all edits included.**

---

## **⚙️ 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

|| **📝 Why this matters: If ShipBob is set to import `Authorized` orders, it will download orders *before* the grace period ends — before edits are finalized. Only **Paid** orders should be imported to ensure ShipBob receives the final, edited version.**

---

## **🚫 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**

||| **🛑 Do not skip this step. If the Shipping Methods App Block is left enabled, customers may attempt to change their shipping method during the editing window. ShipBob will not reflect these changes, leading to incorrect shipping and customer complaints.**

---

## **⏱️ 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**

|| **📝 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 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

|| **✅ Setup complete! ShipBob will always receive the final, correctly edited order. As a WMS with live edit support, even post-download edits can sync — but the delayed capture flow ensures the first version is already correct.**

---

### 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 → App Blocks | Shipping Methods App Block | **Disabled** |
| ShipBob → Integration Settings | Import orders by payment status | **Paid** only (Authorized NOT selected) |
| Account Editor → Settings | Editing Deadline | Configured (e.g., 30 min) |

---

### 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

| **Issue** | **Likely Cause** | **Fix** |
| ---- |
| Orders appearing in ShipBob 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 ShipBob | Edits were made after the grace period ended | Ensure all edits are completed **before** the grace period expires — ShipBob does not read live edits |
| Customer changed shipping method | Shipping Methods App Block is still enabled | Disable the Shipping Methods App Block in Account Editor settings |
| 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
* 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