Smartpack

Last updated 2026-05-11

Smartpack Integration — Shopify Edited Order Sync (Account Editor)

This guide helps merchants using Smartpack (Danish warehouse management and fulfillment) configure the integration so that Account Editor order edits are always reflected correctly. Unlike most 3PLs, Smartpack reads live order edits — however, orders must still be placed on hold during the editing window to prevent picking and packing before edits are complete.

Smartpack honors Shopify's on-hold status natively. When an order is on hold, Smartpack will not pick or pack it. Once the hold is lifted, Smartpack downloads the order with all edits included.

How the Integration Works

Smartpack manages order processing based on Shopify's fulfillment hold status. The Manual Payment Capture Flow creates the editing window by holding payment and keeping the order on hold — giving customers time to make changes before Smartpack begins fulfillment.

Step 1 — Order Created

A customer completes checkout → the order is created in Shopify.

Step 2 — Payment Authorized

Payment status remains Authorized (not yet captured).

Step 3 — Order Placed on Hold

Smartpack detects the hold status and does not begin picking or packing. The order is paused in Smartpack for the entire editing window.

Step 4 — Grace Period Active

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

Step 5 — Grace Period Ends

The editing window closes → no further changes are accepted.

Step 6 — Hold Released

The order hold is lifted → the order is released for fulfillment.

Step 7 — Payment Captured

Account Editor captures the payment automatically.

Step 8 — Smartpack Processes the Order

Smartpack picks up the released order with all edits already included and begins fulfillment.

Step-by-Step Setup

Step 1 — Contact Smartpack Support

This step must be completed before configuring anything else. Smartpack needs to enable the "Respect Holds" setting on your account — without it, Smartpack will not pause on held orders and the integration will not function.

Email Smartpack support at Support@smartpack.dk
Request that they enable the "Respect Holds" setting for your account
Wait for confirmation that the setting is active before moving to Step 2

Do not proceed until Smartpack confirms the "Respect Holds" setting is enabled. Everything else in this guide depends on that setting being active first.

Step 2 — Set Up the Manual Payment Capture Flow

The Manual Payment Capture Flow manages the editing window by controlling when payment is captured and when the order hold is applied and released.

In Shopify Admin, go to Apps → Shopify Flow
Create or import the Manual Payment Capture Flow template
Set the grace period timing to match your editing deadline (e.g., 30 minutes)
Click Activate to enable the Flow

This Flow handles the full order lifecycle during the editing window — it places the hold when an order is created, waits for the grace period to expire, releases the hold, and captures payment automatically.

Step 3 — Enable Manual Payment Capture in Shopify

Switching to Manual capture gives the Flow full control over when payments are charged — which is what makes the editing window possible.

Log in to Shopify Admin
Go to Settings → Payments
Find Payment capture method
Change it from "Automatically at checkout" to "Manually"
Click Save

Why Manual? Automatic capture charges the customer immediately at checkout — the Flow has no window to work with. Manual capture lets the Flow hold the payment open while the order is on hold, then charge it once the editing window closes.

7-day limit: Shopify Payments authorizations expire after 7 days. Keep your grace period well within this window.

Step 4 — Your Account Editor Workflow

With Smartpack's Respect Holds setting confirmed and the Flow active, every order runs like this automatically:

New order arrives → hold applied → Payment = Authorized (Smartpack pauses — no picking or packing )
Grace period active → Customer edits in Account Editor — Smartpack reads changes in real time
Grace period expires → hold released → payment captured automatically
Smartpack picks up the released order
Order is fulfilled with all edits included — no manual steps required

What happens after this setup:

Correct order total — removed items not charged
Added items appear correctly in Smartpack
Quantity changes reflected accurately
Address changes included at fulfillment
Live edit sync — Smartpack reads changes in real time during the editing window
Fully automated — hold management and payment capture handled by the Flow

Setup complete! Smartpack will always receive the final, correctly edited order. The hold-based Flow ensures nothing is picked or packed until all edits are committed.

Settings Summary

Where	Setting	Value
Smartpack	Respect Holds	Enabled — confirmed by Smartpack support
Shopify → Settings → Payments	Payment capture method	Manually
Shopify → Apps → Shopify Flow	Manual Payment Capture Flow	Active — grace period configured
Account Editor → Settings	Editing Deadline	Configured (e.g., 30 min)

Testing Your Integration

Complete all tests below before going live — these confirm that holds, live edits, and fulfillment are all working as expected.

Test 1 — Hold Status Verification

Place a test order
Check Smartpack — verify the order appears as on hold
Confirm Smartpack has not begun picking or packing
Wait for the editing period to expire
Verify the hold is removed and the order is released for fulfillment

Test 2 — Edit Synchronization

Place a test order with multiple items
During the editing window, remove one or more products
Wait for the editing period to expire
Verify Smartpack receives the order with correct items only — removed products should not appear

General Test Flow

Place a test order — check Smartpack immediately and confirm the order is on hold
Make edits during the editing window — add/remove items, update the delivery address
Wait for the grace period to expire
Check Smartpack again — the order should now be released with all edits applied correctly

Troubleshooting

Issue	Likely Cause	Fix
Smartpack begins picking before the editing window closes	Respect Holds not enabled on the Smartpack account	Contact Smartpack at Support@smartpack.dk and confirm the setting is active
Order never releases from hold after the grace period	Flow is not releasing the hold or capturing payment	Open Shopify Flow → check the run history → look for errors → re-import the Flow if needed
Edits not reflected in Smartpack at fulfillment	Changes were made after the grace period had already closed	All edits must be saved while the editing window is still open — confirm the deadline timing matches the Flow
Hold is never applied when orders are placed	Flow is inactive or misconfigured	Open Shopify Flow → verify the Manual Payment Capture Flow is Active → review the configuration
Authorization expired before payment was captured	Grace period ran past the 7-day Shopify authorization limit	Shorten the grace period — keep it well under 7 days, ideally between 30 minutes and 2 hours

Best Practices

Contact Smartpack first — the Respect Holds setting must be confirmed active before any other step is taken
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 Shopify Flow run history after launch to confirm holds and payment captures are firing correctly
Run both test scenarios — hold verification and edit synchronization — 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
Confirmation from Smartpack that the Respect Holds setting is enabled
Screenshot of Shopify Flow → Manual Payment Capture Flow status and run history
Screenshot of Shopify Admin → Settings → Payments (capture method)
The affected order number