Indigo8
Indigo8 is an ERP (Enterprise Resource Planning) system that reads live edits. Orders sync in real-time once downloaded to Indigo8.
Integration method required: Delayed Payment Capture Flow with Tag Syncing
How Indigo8 Downloads Orders
Indigo8 downloads orders when both conditions are met:
Payment status is "Paid" in Shopify
Specific sync tag is applied to the order
How the Integration Works
Order created → Payment authorized (status: "Authorized"), no sync tag yet
Grace period active → Customer can edit order
Indigo8 does not download → Order not "Paid" and no sync tag applied
Grace period ends → Payment captured, status updates to "Paid"
Tag applied → "orderediting-r8-ready" tag added to order
Indigo8 downloads order → Order sent with all edits included
Live edits sync → Changes continue to sync in real-time after download
Setup Instructions
Step 1: Change Payment Capture Setting
Go to Shopify Admin > Settings > Payments
Change Payment capture method to Automatically after fulfillment
Click Save
Step 2: Import Order Editing Master Flow (Tag & Paid)
Download Order Editing_Master Flow (Tag & Paid).flow
Navigate to Shopify Admin > Apps > Shopify Flow
Import the Flow file
Configure timing to match your editing deadline (e.g., 30 minutes)
Activate the Flow
Save
What this Flow does:
Delays payment capture during editing window
Applies the "orderediting-r8-ready" tag when editing period ends
Triggers order download to Indigo8
Step 3: Configure Indigo8 Tag Sync
Ensure Indigo8 is configured to recognize the "orderediting-r8-ready" tag as the trigger for downloading orders.
Key Benefits
Shipping Method Upgrades Supported ✓
This is a significant advantage. Unlike most integrations, Indigo8 supports shipping method upgrades during the editing window.
What this means:
Customers CAN upgrade their shipping (e.g., Standard to Express)
Changes sync to Indigo8 correctly
No need to disable the Shipping Methods App Block
Why this is popular: Shipping upgrades are a common customer request, and Indigo8's ability to handle them makes it a highly desirable integration.
Settings Summary
In Shopify:
Payment capture: Automatically after fulfillment
Shopify Flow: Order Editing Master Flow (Tag & Paid) active
In Indigo8:
Tag sync: Configured to download orders with "orderediting-r8-ready" tag
Payment status: "Paid"
In Order Editing:
Shipping Methods App Block: Can remain ENABLED (shipping upgrades supported!)
Editing Deadline: Configured
Testing
Test before going live:
Basic Integration Test:
Place test order
Verify order doesn't appear in Indigo8 immediately
Make edits during editing window (add/remove items, change address)
Wait for editing period to expire
Verify "orderediting-r8-ready" tag is applied
Confirm order appears in Indigo8 with all edits
Shipping Upgrade Test:
Place test order with Standard shipping
During editing window, upgrade to Express shipping
Wait for editing period to expire
Verify order appears in Indigo8 with Express shipping correctly applied
Confirm shipping charges updated properly
Troubleshooting
Orders appearing in Indigo8 too early: Verify tag is not being applied until after editing period
Orders not appearing after grace period: Check that both payment is captured AND "orderediting-r8-ready" tag is applied
Tag not appearing: Review Flow configuration and verify it's active
Live edits not syncing: Confirm Indigo8 integration is properly connected
Shipping upgrades not working: Verify Indigo8 is configured to read shipping line updates
FAQ?
Last updated