Indigo8

Indigo8 Integration — Shopify Edited Order Sync (Account Editor)

This guide helps merchants using Indigo8 (ERP) understand how to configure the integration so that Account Editor order edits are always reflected correctly. Indigo8 reads live edits — once an order is downloaded, any further changes continue to sync in real time.

How the Integration Works

Indigo8 only pulls an order from Shopify once both conditions are satisfied: payment is captured and the "Account Editor-PROCESSED" tag is present. The Master Flow manages both — delaying payment capture during the editing window, then applying the tag and capturing payment once the grace period closes.

Step 1 — Order Created

Customer completes checkout → Payment is Authorized (not yet captured). No sync tag is applied yet.

Step 2 — Grace Period Active

The editing window opens. The customer can make changes in Account Editor — add items, remove items, adjust quantities, update address, or upgrade shipping.

Step 3 — Indigo8 Skips the Order

Payment is still Authorized and the sync tag has not been applied — Indigo8 does not download the order. Both conditions must be met before it will.

Step 4 — Grace Period Ends

The editing window closes → the Flow captures payment automatically → status updates to Paid.

Step 5 — Sync Tag Applied

The Flow adds the "Account Editor-PROCESSED" tag to the order.

Step 6 — Indigo8 Downloads the Order

Both conditions are now met — Indigo8 pulls the order with all edits already included.

Step 7 — Live Edits Continue to Sync

After download, Indigo8 continues to read any further changes from Shopify in real time.

Key Advantage — Shipping Method Upgrades Supported

Unlike most 3PL and ERP integrations, Indigo8 fully supports shipping method upgrades during the editing window.

• Customers can upgrade their shipping (e.g., Standard → Express)
• Shipping changes sync to Indigo8 correctly
• The Shipping Methods App Block does not need to be disabled

Step-by-Step Setup

Step 1 — Change Payment Capture Setting in Shopify

Set Shopify to hold payment in Authorized state so Indigo8 cannot import the order until the editing window has closed.

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

Step 2 — Import the Order Editing Master Flow (Tag & Paid)

This Flow handles everything — it delays payment capture during the editing window, then captures payment and applies the "Account Editor-PROCESSED" tag once the grace period expires, triggering Indigo8 to download the finalized order.

1. Download the Order Editing Master Flow (Tag & Paid) 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

Step 3 — Configure Indigo8 Tag Sync

Confirm that Indigo8 is set up to recognise the "Account Editor-PROCESSED" tag as the trigger for downloading orders.

1. Log in to your Indigo8 account
2. Verify that Indigo8 is configured to download orders when the "Account Editor-PROCESSED" tag is present
3. Confirm that both conditions — Paid status and the sync tag — are required before Indigo8 pulls an order

Step 4 — Your Account Editor Workflow

Once the Flow is active and Indigo8's tag sync is confirmed, every order runs like this automatically:

1. New order arrives → Payment = Authorized, no sync tag yet (Indigo8 cannot see it )
2. Grace period active → Customer edits in Account Editor — including shipping upgrades if needed
3. Grace period expires → Flow captures payment → applies "Account Editor-PROCESSED" tag
4. Both conditions met → Indigo8 downloads the finalized order
5. Live edits continue to sync → further changes after download reflect in Indigo8 in real time

What happens after this setup:

• Correct order total — removed items not counted
• Added items appear correctly in Indigo8
• Quantity changes reflected accurately
• Address changes included at download
• Shipping upgrades supported and synced correctly
• Live edit sync continues after download
• No manual payment capture or tag management needed

Settings Summary

Testing Your Integration

Run through both test scenarios below before going live to confirm the Flow, tag sync, and Indigo8 download are all working correctly.

Test 1 — Basic Integration Test

1. Place a test order
2. Check Indigo8 immediately — verify the order does not appear
3. Make edits during the editing window — add/remove items, change the address
4. Wait for the grace period to expire
5. Verify the "Account Editor-PROCESSED" tag is applied to the order in Shopify
6. Confirm the order appears in Indigo8 with all edits included

Test 2 — Shipping Upgrade Test

1. Place a test order with Standard shipping
2. During the editing window, upgrade to Express shipping
3. Wait for the grace period to expire
4. Verify Indigo8 shows Express shipping applied correctly
5. Confirm the shipping charges have updated accurately

Troubleshooting

Best Practices

• Keep the grace period short — 30 minutes to 2 hours is ideal for most stores
• Confirm Indigo8's tag sync is configured for Account Editor-PROCESSED before going live
• Leave the Shipping Methods App Block enabled — Indigo8 supports shipping upgrades, so there is no reason to disable it
• Monitor the Flow run history after launch to confirm tags and payment captures are firing correctly
• Run both test scenarios — basic integration and shipping upgrade — 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 → Settings → Payment capture method
• Screenshot of Shopify Flow → Order Editing Master Flow (Tag & Paid) status and run history
• Screenshot of the affected order in Shopify Admin showing the tags applied
• Confirmation that Indigo8's tag sync is configured for Account Editor-PROCESSED
• The affected order number