How to Enable Auto-Merge on Post-Purchase Upsell Orders

Last updated: October 15, 2025

If you’d like your Post-Purchase Upsell orders to automatically merge with the customer's original order — especially if your fulfillment system is nuanced (e.g. NetSuite, etc.) — you’ll need to follow the setup steps below.

This process requires configuration on both our Success Team’s side and your side in Shopify.

Step 1: Success Team Setup

Our Success Team will:

  • Enable your Post-Purchase Upsell automation

  • Ensure PPU content is configured with zero additional shipping costs and applies any discounts (if applicable)

  • Add the necessary admin configurations

Once this is complete, you’ll handle the Shopify side.

Step 2: Customer Shopify Setup

API Permission Settings

In Shopify, make sure the following API parameters are enabled:

  • write_merchant_managed_fulfillment_orders

  • write_third_party_fulfillment_orders

  • read_merchant_managed_fulfillment_orders

  • read_third_party_fulfillment_orders

These permissions ensure orders can be released and managed correctly by both Shopify and your fulfillment system.

Create the Required Shopify Flow

  1. In Shopify, go to the Flows app and create a new flow called:
    Release Orders – OneText

  2. Add the code provided by our Success Team into this flow.

  3. Set the flow live in Shopify.

Final Notes

Once both the Success Team setup and your Shopify setup are complete, your post-purchase orders will automatically merge with the original order. This ensures smooth order processing, customer satisfaction and prevents fulfillment complications.