Utordo

Utordo is an iPaaS (Integration Platform as a Service) company that integrates well with Peoplevox merchants. Utordo reads live edits and supports all Order Editing features.

Integration method required: Delayed Payment Capture Flow with Tag (combined Flow)


How Utordo Downloads Orders

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


How the Integration Works

Despite Utordo's ability to read live edits, a dual-approach integration ensures maximum reliability:

  1. Order created → Payment authorized (status: "Authorized") + fulfillment hold tag applied

  2. Grace period active → Customer can edit order

  3. Utordo does not download → Order not "Paid" and has hold tag

  4. Grace period ends → Payment captured, status updates to "Paid", hold tag removed

  5. Utordo downloads order → Order sent with all edits included

  6. Live edits sync → Any further changes sync in real-time (if needed)


Setup Instructions

Step 1: Change Payment Capture Setting

  1. Go to Shopify Admin > Settings > Payments

  2. Change Payment capture method to Automatically after fulfillment

  3. Click Save

Step 2: Import Utordo Master Flow

  1. Download Order Editing x Utordo_Master Flow (1).flow

  2. Navigate to Shopify Admin > Apps > Shopify Flow

  3. Import the Flow file

  4. Configure timing to match your editing deadline (e.g., 30 minutes)

  5. Activate the Flow

  6. Save

What this Flow does:

  • Delays payment capture during editing window

  • Applies fulfillment hold tag to prevent early download

  • Removes hold tag and captures payment when editing period ends


Critical: Contact Utordo Before Launch

Important: Always contact Utordo's support before launching a merchant with Order Editing.

Why this matters: Utordo needs to be aware of the integration setup to ensure their system is configured correctly for your specific account. They can verify settings and provide guidance on any account-specific requirements.


Settings Summary

In Shopify:

  • Payment capture: Automatically after fulfillment

  • Shopify Flow: Order Editing x Utordo Master Flow active

In Utordo:

  • Download trigger: "Paid" payment status

  • Hold recognition: Configured to recognize fulfillment hold tag

In Order Editing:

  • All App Blocks: Can be ENABLED (full feature support!)

  • Editing Deadline: Configured


Supported Features (All)

Utordo supports all Order Editing features:


Testing

Test before going live:

  1. Confirm with Richard at Utordo that setup is correct

  2. Place test order

  3. Verify order doesn't appear in Utordo immediately

  4. Check that hold tag is applied and payment status is "Authorized"

  5. Make various edits during editing window:

  6. Add products

  7. Remove products

  8. Change quantities

  9. Update shipping address

  10. Apply discount codes

  11. Wait for editing period to expire

  12. Verify hold tag is removed and payment is captured

  13. Confirm order appears in Utordo with all edits

  14. Test live edit sync (if applicable to your setup)


Troubleshooting

Orders appearing in Utordo too early: Verify Flow is active and payment capture setting is correct

Orders not appearing after grace period: Check that payment is captured AND hold tag is removed

Tags not appearing/removing: Review Flow configuration and verify it's active


FAQ?

How do we integrate?

What is Shopify Flow?

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