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Install & connect

Install the nohold Shopify app and connect your Brightpearl account.

Installation has two phases: install on Shopify (OAuth), then connect your Brightpearl account.

Before you start

You'll need:

  • Shopify Admin access on the store you want to install on (Apps permission).
  • Brightpearl access with permission to install private apps (Settings → Apps → Private apps).
  • The invite link you received from the nohold team. The app is invite-only during beta.

1. Install the Shopify app

  1. Open your invite link, or visit https://app.nohold.app/install and enter your your-store.myshopify.com domain.
  2. Shopify shows the OAuth consent screen. nohold requests these scopes:
    • read_orders, write_orders — to see orders and create the split SOs' references back on the original.
    • read_products, read_inventory — to classify line items as in-stock vs pre-order.
  3. Click Install app. You'll be redirected back into the nohold dashboard.

You're now on the Starter plan with a 14-day free trial. No card on file.

2. Connect Brightpearl

From the dashboard, go to Settings → Brightpearl Connection and click Connect Brightpearl.

You'll be asked for two values, both available in your Brightpearl admin:

FieldWhere to find it
Account codeBrightpearl URL — the slug after https://. For https://abc123.brightpearl.com it's abc123.
Staff tokenBrightpearl → Settings → Staff → [your user] → API → Generate token. Copy it once; Brightpearl won't show it again.

Paste both into the form and click Connect. nohold will:

  1. Verify the credentials by hitting /account-info on the Brightpearl API.
  2. Discover your default Sales Order status IDs (you can override these later in Settings).
  3. Mark the connection as healthy on the dashboard.

If verification fails, see Troubleshooting → Brightpearl connection.

3. Configure pre-order detection

By default, nohold treats any line item whose product carries the Shopify tag pre-order as a pre-order.

If you tag pre-order products differently (e.g. backorder, arriving-jan, etc.), or use a metafield instead of tags, jump to Settings → Pre-order detection and update the values.

You can change this any time. The change applies to new orders only — orders already split won't be re-evaluated.

4. You're ready

That's it. Place a test order with a mixed cart and head to First split to confirm everything is working end-to-end.

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