NetSuite

NetSuite Integration — Shopify Edited Order Sync (Account Editor)

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

How the Integration Works

NetSuite 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 NetSuite 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 — NetSuite Skips the Order

Because payment status is still Authorized, NetSuite does not download the order. The order is invisible to NetSuite during the entire editing window.

Step 4 — Grace Period Ends

Shopify Flow automatically captures payment → Status updates to Paid.

Step 5 — NetSuite Downloads

NetSuite 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 NetSuite 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

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 NetSuite 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

Step 3 — Configure NetSuite Shipping Line Mapping

NetSuite has a known limitation with shipping method upgrades. When customers upgrade their shipping method during the editing window, NetSuite does not automatically filter out the removed shipping line — causing both old and new shipping methods to appear in NetSuite.

The Fix

NetSuite must be configured to use the is_removed attribute to map only the active shipping line.

Who Can Implement This Fix?

Option 1 — Your Development Team

If you have in-house developers or work with a development agency, they can implement this fix using the Shopify Order Editing API documentation.

Option 2 — NetSuite Customer Support

Contact NetSuite customer support to request this configuration. Note that NetSuite typically charges a fee for this customization.

Step 4 — Your Account Editor Workflow

Once setup is complete, this is the automated flow for every order:

1. New order arrives → Payment = Authorized (NetSuite does not see it )
2. Grace period active → Customer can edit in Account Editor — add/remove items, change quantities, update address, upgrade shipping
3. Grace period expires → Shopify Flow automatically captures payment
4. Payment becomes Paid → NetSuite downloads the finalized order
5. Order is processed 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 NetSuite
• Quantity changes reflected accurately
• Address changes included in the download
• Shipping method updates reflected correctly (requires is_removed fix)
• No manual payment capture needed — fully automated

Settings Summary

Testing Checklist

Before going live, run through both test scenarios to confirm everything works correctly.

Basic Integration Test

• Place a test order — verify it does not appear in NetSuite 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 NetSuite with all edits included

Shipping Method Upgrade Test (only if is_removed fix is implemented)

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 NetSuite shows only Express shipping — not both Standard and Express

Troubleshooting

Best Practices

• Keep the grace period short — 30 minutes to 2 hours is ideal for most stores
• Implement the is_removed shipping line fix before going live if you plan to support shipping method upgrades
• 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
• Run both the basic integration test and the shipping upgrade test before going live with real orders
• Contact NetSuite support early if you need the is_removed customization — there may be a lead time and fee involved

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
• Confirmation of whether the is_removed shipping line fix has been implemented in NetSuite
• The affected order number