CIN7 OMNI

CIN7 OMNI is a popular Order Management System company used by many merchants. CIN7 OMNI does not read live edits, meaning order changes must be synced before they download the order.


How CIN7 OMNI Downloads Orders

ShipStation downloads orders when the payment status is "Paid" in Shopify.

Integration method required: Delayed Payment Capture Flow


How the Integration Works

Order Flow with Order Editing:

  1. Order created → Customer completes checkout

  2. Payment authorized → Payment status remains "Authorized" (not "Paid")

  3. Grace period active → Customer can edit their order (e.g., 30 minutes)

  4. CIN7 OMNI does not download → Order not visible because status isn't "Paid"

  5. Grace period ends → Editing window expires

  6. Payment captured → Order Editing captures the payment

  7. Status updates to "Paid" → Order now shows as paid in Shopify

  8. CIN7 OMNI downloads order → Order sent to CIN7 OMNI with all edits included


Setting Up CIN7 OMNI Integration

Step 1: Change Payment Capture Setting in Shopify

Required for Delayed Payment Capture Flow

  1. Go to Shopify Admin > Settings > Payments

  2. Change Payment capture method from Automatically at checkout to Automatically after fulfillment

  3. Click Save

Important: This setting is required for CIN7 OMNI integration. Without it, orders will be captured immediately and sent to CIN7 OMNI before customers can edit.


Step 2: Import Order Editing Master Flow

You need to import the Delayed Payment Capture Master Flow into Shopify Flow.

How to Import the Flow:

  1. Download the DELAYED_Order Editing_Master Flow.flow file

  2. This file should be provided by Order Editing support or in your integration documentation

  3. Navigate to Shopify Admin > Apps > Shopify Flow

  4. Click Create Workflow or Import

  5. Select Import workflow from file

  6. Upload the DELAYED_Order Editing_Master Flow.flow file

  7. Configure the Flow timing:

  8. Set the delay to match your editing deadline (e.g., 30 minutes)

  9. Activate the Flow

  10. Click Save

What this Flow does: It delays payment capture for the duration of your editing window, then automatically captures payment when the grace period ends.


Integration Limitations

Shipping Method Updates Not Supported

CIN7 OMNI does not currently support shipping method updates. This means customers will be unable to upgrade their shipping from Standard to Express during the editing window.

Required Action:

Disable the "Shipping Methods" App Block in Order Editing to prevent customer confusion:

  1. Navigate to App Blocks in Order Editing

  2. Locate Shipping Methods

  3. Toggle OFF

  4. Click Save

Why disable it? If customers attempt to change shipping methods, the changes won't sync to CIN7 OMNI, causing fulfillment errors and customer dissatisfaction.


Important Settings Summary

In Shopify:

  • Payment capture: Automatically after fulfillment

  • Shopify Flow: Delayed Payment Capture Master Flow active

  • Editing Deadline: Configured in Order Editing Settings

In Order Editing:

  • Shipping Methods App Block: DISABLED

  • Editing Deadline: Set to desired time (e.g., 30 minutes)

  • Other App Blocks: Enabled as desired (except Shipping Methods)

In CIN7 OMNI:

  • No specific configuration required

  • Ensure CIN7 OMNI is set to download "Paid" orders from Shopify


Testing Your Integration

Required Tests:

Before going live, test the following scenarios to ensure CIN7 OMNI integration works correctly:

Test 1: Removal of Products

  1. Place a test order with multiple items

  2. During editing window, remove one or more products

  3. Wait for editing period to expire

  4. Verify CIN7 OMNI receives order with correct items (removed products should not appear)


Test 2: Addition of Products

  1. Place a test order

  2. During editing window, add additional products

  3. Wait for editing period to expire

  4. Verify CIN7 OMNI receives order with all added items included


Test 3: Discount Code Application

  1. Place a test order without a discount code

  2. During editing window, apply a discount code

  3. Wait for editing period to expire

  4. Verify CIN7 OMNI receives order with discount applied and correct pricing


General Test Flow:

  1. Place test order

  2. Check CIN7 OMNI immediately → Order should NOT appear

  3. Make edits during editing window

  4. Wait for editing period to expire

  5. Check CIN7 OMNI → Order should now appear with all edits

  6. Verify all changes are reflected accurately


FAQ?

How do we integrate?

What is Shopify Flow?

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