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# ShipVine

### ShipVine 3PL Integration — Shopify Edited Order Sync (Account Editor)

###### This guide helps merchants using **ShipVine** (3PL) understand how to configure the integration so that Account Editor order edits are always reflected correctly. ShipVine **does not read live order data** — orders must be fully finalized before ShipVine picks them up.

|| **Important: ShipVine uses a different integration method from most 3PLs. Instead of delayed payment capture, this integration relies on an **ON-HOLD Flow** that controls when ShipVine downloads the order using Shopify fulfillment tags. Payment capture settings do not need to change.**

---

### How the Integration Works

###### ShipVine downloads an order when its fulfillment status in Shopify is set to **Fulfilled** or **Fulfilled Hold Release**. The ON-HOLD Master Flow controls this by tagging orders during the editing window and releasing them once editing is complete.

### **Step 1 — Order Created**
###### A new order is placed → the **ON-HOLD** tag is automatically applied by the Flow.

### **Step 2 — Grace Period Active**
###### The editing window opens. The customer or merchant can make changes in Account Editor — add items, remove items, change quantities, update the delivery address.

### **Step 3 — ShipVine Skips the Order**
###### While the **ON-HOLD** tag is present, **ShipVine does not download the order**. The order is held back from ShipVine for the entire editing window.

### **Step 4 — Grace Period Ends**
###### The editing window closes → the Flow swaps the **ON-HOLD** tag for the **Fulfillment release** tag.

### **Step 5 — ShipVine Downloads**
###### ShipVine detects the **Fulfillment release** tag and pulls the order — already containing **every edit made during the window**.

---

### Step-by-Step Setup

## **⚡ Step 1 — Import the ON-HOLD Master Flow**

###### The ON-HOLD Master Flow handles everything automatically — it tags new orders as on hold, waits for the grace period to expire, then switches the tag to trigger ShipVine to download the finalized order.

1. Download the **ON-HOLD 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 tagged and paid Master Flow](https://drive.google.com/file/d/1EEBYaT_F9ytwz1gPHk_fJysimlIIQx8d/view?usp=sharing)
||| to be attach down load link
|| **📝 How the Flow works: When a new order is created, the Flow immediately applies the&#32;`ON-HOLD`&#32;tag — blocking ShipVine from downloading it. Once the grace period expires, the Flow replaces that tag with&#32;`Fulfillment release`, signalling ShipVine to pull the completed, edited order.**

|| **✅ No payment capture changes needed. Leave Shopify's payment capture setting on Automatic — this integration works entirely through fulfillment tags, not payment status.**

---

## **✏️ Step 2 — Your Account Editor Workflow**

###### Once the Flow is active, this is what happens automatically for every order:

1. New order arrives → Flow applies **ON-HOLD** tag *(ShipVine cannot see it ✅)*
2. Grace period active → Customer edits in **Account Editor** — add/remove items, change quantities, update address
3. Grace period expires → Flow swaps tag to **Fulfillment release**
4. ShipVine detects the tag → downloads the finalized order ✅
5. Order is fulfilled with **all edits included** — no manual steps needed

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

* ✅ Correct order total — removed items not counted
* ✅ Added items appear correctly in ShipVine
* ✅ Quantity changes reflected accurately
* ✅ Address changes included at download
* ✅ Fully automated — no manual tag management needed

|| **✅ Setup complete! ShipVine will always receive the final, correctly edited order. The tag-based Flow handles everything automatically.**

---

### Settings Summary

| **Where** | **Setting** | **Value** |
| ---- |
| Shopify → Settings → Payments | Payment capture method | **Automatic** — no change needed |
| Shopify → Apps → Shopify Flow | ON-HOLD Master Flow | **Active** — grace period configured |
| Account Editor → Settings | Editing Deadline | Configured (e.g., 30 min) |

---

### Testing Checklist

###### Run through every item below before going live with real orders:

* ✅ Place a test order — verify the **ON-HOLD** tag is applied immediately after order creation
* ✅ Confirm the order does **not** appear in ShipVine while the tag is active
* ✅ Make edits during the editing window — add/remove items, change the delivery address
* ✅ Wait for the grace period to expire
* ✅ Verify the **Fulfillment release** tag is applied once the window closes
* ✅ Confirm the order appears in ShipVine with **all edits reflected correctly**

---

### Troubleshooting

| **Issue** | **Likely Cause** | **Fix** |
| ---- |
| Orders appearing in ShipVine too early | ON-HOLD tag not being applied by the Flow | Check that the ON-HOLD Master Flow is **Active** and confirm the tag appears on new orders immediately after placement |
| Orders not releasing after the grace period | Fulfillment release tag not being applied | Open Shopify Flow → check the run history → confirm the tag swap is triggering correctly when the grace period ends |
| Edits not reflected in ShipVine | Edits were made after the grace period had already closed | All changes must be saved while the editing window is still open — ShipVine reads the order only at the point of download |
| Tags not appearing on orders at all | Flow is inactive or misconfigured | Open Shopify Flow → verify the ON-HOLD Master Flow is **Active** → review the configuration and re-import if needed |

---

### Best Practices

* Keep the grace period short — **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 the Flow run history after launch to confirm tags are being applied and swapped correctly
* Always verify both the **ON-HOLD** and **Fulfillment release** tags during testing — both must fire correctly
* Test the full flow end-to-end 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 → ON-HOLD Master Flow status and run history
* Screenshot of the affected order showing which tags were applied
* The affected order number