SyncApps Xero to Handshake Integration for Faster Order Entry

Angie oversees Cazoomi's operations. She enjoys traveling, loves dogs, is a 1% Pledge supporter, and a start-up entrepreneur with investments in several APAC startups. 3 minute read

xero to handshake integration

What is Handshake?

If you want your firm to become the company your customers love to order from, Handshake has the answer.

Being a B2B Commerce platform suited for manufacturers and distributors, Handshake makes buying and selling simple, intuitive and mobile enabling exceptional ordering experiences in-person and online.

Handshake can help increase your sales by making it easy for your buyers to order the right products, may it be in-person or through online. It also eliminates the costs equated with manual ordering methods and legacy solutions. For Handshake believes that the B2B buying and selling experiences can be better and that suppliers can create a tighter relationship with their customers.

What is Xero?

A company founded in 2006 in New Zealand, Xero has become one of the fastest growing software globally leading the cloud accounting companies markets in New Zealand, United Kingdom, and Australia.  Xero was even recognized as the World’s Most Innovative Growth Company in 2014 and 2015 by Forbes.

What do Handshake and Xero does when integrated?

Integrating Xero to Handshake allows you to run your business in real time with fast mobile order entry for iPad and iPhone, and a modern B2B eCommerce portal.

The following are just some of the features of Xero to Handshake integration by SyncApps:

  • Handshake syncs automatically to Xero from your Sales rep’s mobile device or your B2B eCommerce portal
  • Sync orders from Handshake to Xero
  • Sync customer information bi-directionally between Handshake and Xero
  • Sync items and pricing from Xero to Handshake
  • Track mobile eCommerce orders to Xero
  • Track progress on your most recent partner orders
  • Keep track of your contacts and customers with a few touches
  • Xero customer details synced to Handshake

xero to handshake integration

On the Handshake side, your sales representatives are enabled to write orders faster and instantly sync to their Xero account for rapid fulfillment from the Handshake Mobile app. It can also deliver information on products, inventory, and customers at your representatives’ fingertips for more effective sales meetings. And lastly, the customers are enabled to conveniently order 24/7 from your B2B eCommerce website which offers them online self-service experience and automatically sync with Xero for immediate processing.

Meanwhile, Xero being an easy to use online accounting software designed for small businesses, you bank statements are automatically imported and categorized which lets you see your cashflow in real-time. You can invite your team so you can work together on financials. You can also collaborate over your up-to-date numbers. From invoicing, paying bills, sales tax returns, reporting, or what have you, Xero has all you need to run your business.

So to sum it up, if you want to keep your sales team, back office staff, and customers up-to-date with the latest information they need by connecting your mobile order writing and B2B eCommerce solutions to Xero. That comes with consistent and accurate data delivered in real-time, and you can ramp-up your sales effectiveness, deliver standout service and eliminate inefficient back office processes. Even when offline, you can still write orders for it will automatically sync when you get back online.

Decided to make use of Cazoomi SyncApps Xero to Handshake integration? Get started today!