NetSuite to Handshake

Integrate NetSuite to Handshake and run your business in real time with fast mobile order entry for iPad and iPhone and a modern B2B eCommerce portal.

  • Handshake syncs automatically to NetSuite from your Sales rep's mobile device or your B2B eCommerce portal.
  • Sync orders from Handshake to NetSuite.
  • Sync customer information bi-directionally between Handshake and NetSuite.
  • Sync items and pricing from NetSuite to Handshake.
  • Sync inventory levels from NetSuite to Handshake.
  • Map NetSuite custom fields and saved searches with Handshake.
Support

Touch base with the SyncApps Experts, share ideas, and get answers to your SyncApps questions.

  • Get a SyncApps guru dedicated to review your integration with you?
  • Need some help with your Sync Profile setup?
  • Want a SyncApps Expert to hop on an online meeting to have a look into a problem you are having?

​Scaling Up and Scaling Down. For more on our Support and Consulting offers, contact us and we'll discuss all available options including referrals to access to our network of implementation partners, if needed.

Step 1 and 2
Insert your integration information

Select the Software you use to get started and name the profile. This is just a description for you to remember the Sync Profile that you created. A Sync Profile is just a term meaning your integration.

After entering your software credentials if you have questions while on any step in your Sync Profile please hover over any SyncNotes to get detailed information on that specific integration service or related item.

SyncApps Add-Ons
Add-Ons

The Add-Ons screen allows you to select those you want and more for each software you connect. Press the Add-Ons you would like to configure and Press Next.

2 Free Weeks
Custom Field Mapping

Additional field mapping is optional. Basic Contact fields such as Email Address, Name, Title, Address, Company Name are already premapped for you. You can also enable static text mapping capability to sync back fields from landing pages to your software.

Field mapping from your chosen software 1 & software 2 allows you to update existing records or new records with ease. Be sure that after adding new field mapping to press Reset Sync Process from your Sync Profile page so all your data will be re-synced with the new field mappings.

filtering and segmentation
Filter & Segmentation

Filtering takes your CRM, eCommerce or other records, filters based on the specified criteria and syncs the records into your target software. Filter your unlimited records bidirectionally from either software you are using today.

Segmentation syncs records from each defined segment into separate Lists, Groups, or Tags.

Does it only work if you use Campaigns, Marketing Lists, List Views, Groups, Tags or Saved Searches and pull records based on your filters from your software system of record?

No, it also works if you do not use Campaigns, Marketing Lists, List Views, Groups, Tags or Saved Searches. Try it out today in your Trial or, if on a paid plan, from the Add-Ons page!

sync scheduling
Sync Scheduling

Sync Scheduling can be set up on your trial and on paid plans. Sync On-Demand is available too on all trials to allow quick testing of your software's integration. On paid plans Data and List sync occurs within this set schedule you choose. If wanting to sync your Campaign metrics in realtime then head to Step 6 for this option.

SyncApps Team feature
Get Connected

Empower your organization with our Unlimited Team Members feature so your team can manage your data integration or migration with ease!

Take your organization to the next level and keep everyone on the same page!

Drilling down reports
Reports

Knowing what is going on in your integrations is the lifeblood of the organization.

On your reports tab, check recent, historical data synced between the software your team uses daily. You can also share the reports between your in-house or remote teams.

Stay more connected than ever using NetSuite to Handshake!
  • Track mobile eCommerce orders to NetSuite
  • Track progress on your most recent partner orders
  • Keep track of your contacts and customers with a few touches
  • NetSuite customer details synced to Handshake
  • Never have to manually track your sales orders again!

NetSuite and Cazoomi deliver a new way to sync NetSuite for optimal mobile eCommerce!

We provide a fully integrated solution for NetSuite to Handshake with captured contact and customer data, from NetSuite to Handshake + mobile orders.

Give your small business an edge with Handshake.

Software A to Software B
SyncApps by Cazoomi's Integration Framework

Get connected

Empower your organization with our Unlimited Team Members feature so your team can manage your data integration or migration with ease! Take your organization to the next level and keep everyone on the same page!
Get connected altogether
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Touch base with the SyncApps Experts, share ideas, and get answers to your SyncApps questions.

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