Our system enables downloading orders with various payment statuses in Shopify. When selected, all orders are created as Open. Generally, our users manage this by downloading orders, even if they are unpaid, and then placing the unpaid orders on hold. When payment is completed and the order is updated to Paid, the orders are moved back to open status.
In order to establish this process, please complete the following steps.
Step-by-Step Guide
Navigate to the Integrations section of the site and select Shopify.
If you have trouble locating this section, please use the Search bar in the upper right hand corner of the screen.
Enter your Shopify credentials.
Proceed through setup until you reach the Advanced section.
Select the additional payment status Unpaid and save.
After completing Shopify setup, you will need to create two different workflow so our orders will be on hold and update back to the Open status when its paid.
Workflow 1:
When the order is created:
Condition:
Action:
Workflow 2:
When order is updated:
Condition:
Action:
Once these workflows are created and saved, the process should be completed automatically by the system.
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