Coghlan 3PL
Coghlan 3PL Integration — Shopify Edited Order Sync (Account Editor)
This guide helps merchants using Coghlan 3PL understand how to configure the integration so that Account Editor order edits are always reflected correctly. Coghlan 3PL does not read live edits — orders must be fully finalized before Coghlan 3PL downloads them.
Authorized state while customers edit, then the Flow captures payment automatically after the grace period — triggering Coghlan 3PL to download the finalized order.How the Integration Works
Coghlan 3PL 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 Coghlan 3PL 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 — Coghlan 3PL Skips the Order
Because payment status is still Authorized, Coghlan 3PL does not download the order. The order is invisible to Coghlan 3PL during the entire editing window.
Step 4 — Grace Period Ends
Shopify Flow automatically captures payment → Status updates to Paid.
Step 5 — Coghlan 3PL Downloads
Coghlan 3PL 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 Coghlan 3PL cannot import the order until editing is complete and payment is captured.
- Log in to Shopify Admin
- Go to Settings → Payments
- Scroll down to Payment capture method
- Select "Manually capture payment for orders"
- 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 Coghlan 3PL to download the finalized order.
- Download the Account Editor Delayed Master Flow file (provided with this guide)
- In Shopify Admin, go to Apps → Shopify Flow
- Click Import and select the downloaded
.flowfile - Configure the grace period timing to match your editing deadline (e.g., 30 minutes)
- Click Activate to enable the Flow
- Click Save
Authorized to Paid. Coghlan 3PL then downloads the order with all edits included.Step 3 — 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.
- Open Account Editor app settings
- Find the Editing Deadline setting
- Set the deadline to match your Flow timing (e.g., 30 minutes)
- Click Save
Step 4 — Your Account Editor Workflow
Once setup is complete, this is the automated flow for every order:
- New order arrives → Payment = Authorized (Coghlan 3PL does not see it )
- Grace period active → Customer can edit in Account Editor — add/remove items, change quantities, update address
- Grace period expires → Shopify Flow automatically captures payment
- Payment becomes Paid → Coghlan 3PL downloads the finalized order
- 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 Coghlan 3PL
- Quantity changes reflected accurately
- Address changes included in the download
- No manual payment capture needed — fully automated
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 → Settings | Editing Deadline | Configured (e.g., 30 min) |
| Coghlan 3PL | Order download filter | Paid orders only (default). Partially paid: not downloaded unless specifically requested |
Testing Checklist
Before going live, run through this checklist to confirm everything works correctly:
- Place a test order — verify it does not appear in Coghlan 3PL 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 Coghlan 3PL with all edits included
Troubleshooting
| Issue | Likely Cause | Fix |
|---|---|---|
| Orders appearing in Coghlan 3PL 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 Coghlan 3PL | Edits were made after the grace period ended | Ensure all edits are completed before the grace period expires — Coghlan 3PL does not read live edits |
| Partially paid orders not downloading | Coghlan 3PL does not pull partially paid orders by default | Contact your Coghlan 3PL representative to request partially paid order downloads if needed |
| 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
- 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
- If you need partially paid orders downloaded, contact Coghlan 3PL to enable this before going live
- 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