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# Shippingbo

### Shippingbo Integration — Shopify Edited Order Sync (Account Editor)

###### This guide helps merchants using **Shippingbo** configure the integration so that Account Editor order edits are always reflected correctly. Shippingbo must be configured to skip orders until payment is captured — ensuring it only downloads finalized, edited orders.

---

### Step 1 — Enable Manual Payment Capture in Shopify

1. Log in to **Shopify Admin**
2. Go to **Settings → Payments**
3. Scroll down to the **Payment capture** section
4. Select **"Manually capture payment for orders"**
5. Click **Save**

|| **⚠️ Important: Payment authorizations expire after **7 days** (Shopify Payments). Always capture payment within this window — or the authorization will lapse and you won't receive payment for the order.**

---

### Step 2 — Open Connectors in Shippingbo

1. Log in to your **Shippingbo** account
2. On the **left sidebar**, click **Connectors**

![](https://storage.crisp.chat/users/helpdesk/website/-/e/5/a/f/e5af1a5ea93f4000/dashboard-connectors-sidebar_kn56t3.png)

---

### Step 3 — Open Your Shopify Connector Settings


1. On the **My Connectors** page, find your store listed under **Configured**
2. Click on the **Shopify block** to open its settings

![](https://storage.crisp.chat/users/helpdesk/website/-/e/5/a/f/e5af1a5ea93f4000/shopify-shippingbo_1sj3cw1.png)

---

### Step 4 — Set the Exclusion Rules

1. Inside connector settings, scroll down to the **Orders retrieving** section
2. Find **"Exclude by payment status"** — add these tags: `authorized` , `partially_paid`, **failed**, **voided, refunded and pending**
3. **Save** your settings
|| **📝 The value `authorized` corresponds to Shopify's `financial_status` field. Shippingbo will skip these orders entirely until payment is captured and status becomes **Paid**.**

---

### Step 5 — Edit the Order, Then Capture Payment

###### This is your new workflow for every order:

1. New order arrives → Payment = **Authorized** *(Shippingbo skips it ✅)*
2. Open the order in **Account Editor** — add or remove items freely
3. **Save / commit** your edits
4. Go to **Shopify Admin** → open the order → click **Capture Payment**
5. Payment becomes **Paid** → Shippingbo downloads the final correct order ✅

###### **What happens after this setup:**

* ✅ Correct order total — removed items not counted
* ✅ Added items appear correctly
* ✅ Removed items are excluded from total
* ✅ Quantity changes respected
* ✅ No manual correction needed in Shippingbo

|| **✅ Setup complete! Shippingbo will always receive the final, correctly edited order from now on.**

---

### Automate Payment Capture with Shopify Flow

###### Instead of manually capturing payment on every order, set up a Shopify Flow automation to manage capture while keeping a review window for normal Online Store orders.

### **Step 1 — Trigger**
###### A new order is created in your store.

### **Step 2 — Condition 1: Sales Channel Check**
###### The flow checks whether the order came from the **Online Store**.
* If **NOT from Online Store** (e.g. POS or draft order) → capture payment immediately
* If from Online Store → continue to the next check

### **Step 3 — Condition 2: Fraud Risk Check**
###### Shopify's fraud analysis checks the order risk level.
* If risk level is **HIGH** → capture payment immediately (review these orders manually)
* If risk is not HIGH → continue to the next check

### **Step 4 — Condition 3: Restricted Tag Check**
###### The flow checks whether the order is tagged `restricted`.
* If tagged **"restricted"** → capture payment immediately
* If not restricted → wait **15 minutes**, then capture payment

## **Flow Summary**

| **Scenario** | **Action** |
| ---- |
| Order from other channels (not Online Store) | Capture immediately |
| Online Store + HIGH risk | Capture immediately |
| Online Store + tagged "restricted" | Capture immediately |
| Online Store + normal order | Wait 15 min, then capture |

|| **📝 Why the 15-minute delay? The wait gives you a short window to review normal, low-risk Online Store orders before payment is finalized. This helps with last-minute cancellations or manual edits in Account Editor before Shippingbo imports the order.**