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# Unleashed

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

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

|| **Important: Unleashed uses the **Account Editor Delayed Master Flow** to delay order downloads. Payment is held in `Authorized` state while customers edit, then the Flow captures payment automatically after the grace period — triggering Unleashed to download the finalized order.**

---

### How the Integration Works

###### Unleashed 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 Unleashed 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. The customer or merchant can make changes in Account Editor — add items, remove items, adjust quantities, update the delivery address.

### **Step 3 — Unleashed Skips the Order**
###### Because payment status is still `Authorized`, **Unleashed does not download the order**. The order remains invisible to Unleashed for the entire editing window.

### **Step 4 — Grace Period Ends**
###### Shopify Flow automatically captures payment → Status updates to **Paid**.

### **Step 5 — Unleashed Downloads**
###### Unleashed sees the order for the first time with **all edits already included** — correct items, quantities, and totals.

---

### Step-by-Step Setup

## **📋 Step 1 — Change Payment Capture Setting in Shopify**

###### Set Shopify to hold payment in **Authorized** state so Unleashed 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 **"Automatically after fulfillment"**
5. Click **Save**

|| **⚠️ 7-day limit: Shopify Payments authorizations expire after 7 days. Always ensure your grace period sits well within this window.**

---

## **⚡ Step 2 — Import the Account Editor Delayed Master Flow**

###### The Account Editor Delayed Master Flow holds payment capture open for a configured grace period, then triggers it automatically — signalling Unleashed 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`. Unleashed then downloads the order with all edits included.**

---

## **🚫 Step 3 — Disable Shipping Methods App Block in Account Editor**

###### Unleashed **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. Toggle it **OFF**
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. Unleashed will not reflect these changes, leading to incorrect shipping and customer complaints.**

---

## **✏️ Step 4 — Your Account Editor Workflow**

###### Once the Flow is active and the Shipping Methods block is disabled, every order runs like this automatically:

1. New order arrives → Payment = **Authorized** *(Unleashed cannot see it ✅)*
2. Grace period active → Customer edits in **Account Editor** — add/remove items, change quantities, update address
3. Grace period expires → Shopify Flow **captures payment automatically**
4. Status flips to **Paid** → Unleashed 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 Unleashed
* ✅ Quantity changes reflected accurately
* ✅ Address changes included at download
* ✅ No manual payment capture needed — fully automated

|| **✅ Setup complete! Unleashed will always receive the final, correctly edited order. The entire flow is automated — no manual capture or Unleashed configuration required.**

---

### Settings Summary

| **Where** | **Setting** | **Value** |
| ---- |
| Shopify → Settings → Payments | Payment capture method | `Automatically after fulfillment` |
| Shopify → Apps → Shopify Flow | Account Editor Delayed Master Flow | **Active** — grace period configured |
| Account Editor → App Blocks | Shipping Methods App Block | **Disabled** |
| 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 Unleashed 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 Unleashed with **all edits included**
* ✅ Verify shipping method changes are **blocked** (App Block disabled)

---

### Troubleshooting

| **Issue** | **Likely Cause** | **Fix** |
| ---- |
| Orders appearing in Unleashed too early | Payment capture not configured correctly, or Flow not activated | Verify payment capture setting and confirm 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 reflecting in Unleashed | Edits were made after the grace period ended | Ensure all edits are completed **before** the grace period expires — Unleashed does not read live edits |
| 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

* Always **disable the Shipping Methods App Block** — Unleashed cannot process shipping changes
* Keep the grace period short — **30 minutes to 2 hours** is ideal 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 payment captures are firing correctly
* Test the full flow end-to-end before going live with real orders

---

### Additional Resources

###### For more information on Unleashed's Shopify integration, refer to the official Unleashed Support Guide: Shopify Integration Setup.

---

### 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