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The leading mobile sales order entry and B2B eCommerce platform for manufacturers and distributors.
Overview

Handshake is a B2B eCommerce platform for brands, wholesalers, manufacturers or distributors selling their products to other businesses, like retailers or other business customers. Handshake helps you grow sales and reduce operational costs by streamlining your B2B customer and sales rep ordering processes. We have two products: Handshake Direct is your very own B2B eCommerce website and mobile app that makes it easy for customers to discover your products, see their B2B pricing and easily order online. Handshake Rep is our sales order entry app for reps on the road or selling at tradeshows, and makes it easy to see customer history, present your product catalog and write orders fast.

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Handshake + Xero

Handshake seamlessly integrates with Xero by syncing orders, customer information, product and inventory data between Handshake and Xero, so your customer and sales rep orders flow easily into Xero ready for shipping, and Handshake website and sales app always has correct product and inventory information. Easily map Xero fields to Handshake and set your sync schedule.

Reviews & ratings

5.0
2 Reviews
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KS
Kelley Smith
Posted
Our company implemented Handshake a few months ago and everything has been a very smooth transition. We have been using Xero for about a year and found the need to have a standardized and more efficient way to take orders from retailers and distributors, as well as give our reps in the field a tool to take orders on the road. The integration time took less than one month from our initial kickoff to having our full product catalog online and live. The software is made up of two parts, Handshake Direct which is the online portal where you can give access to your retailers to your online catalog at wholesale pricing. The other is Handshake Mobile which is an app made for sales reps and internal sales to use at trade shows that allows you to take orders on a mobile app during a meeting or on location at a retailer. Everything is very intuitive and easy to use and learn. The integration is great, especially compared to some bad experiences I've had with Squarespace and Xero integration on the B2C side of things. Handshake syncs however often you set it up to, we sync every 6 hours, which will sync inventory in Xero and Handshake. The order taking is also seamless, an order is placed in Handshake, once you approve it, it then gets synced with Xero creating an draft invoice automatically. You can then login to Xero and Approve the draft invoice and email it directly to the customer. All of your Customers and Products automatically get loaded into Handshake initially and sync every six hours in our case. You can build in different pricing structures for different groups of customers you establish and you can even add tiers of pricing within these groups. I've been told Handshake is releasing a quantity or volume driven pricing feature within the next 2-3 months. Wants: Seeing how seamless the integration between Handshake and Xero is, it would be awesome if Handshake came out with an e-commerce feature on the B2C side so I could do away with Squarespace's shopping cart feature.
AL
Ashley Leatherland
Posted
Hi All, I been using Handshake and XERO seamlessly for sometime now, both systems compliment each other. The support from Handshake has been superb, couldn't fault them - thanks guys! Would Highly recommend.
Additional info

App details

Added in 2016

Countries

Australia, Global, New Zealand, United Kingdom, United States

Languages

English

Support

Setup walkthroughIntegration walkthrough

Contact

+1-646-434-2553

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