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Seamlessly Integrate your Handshake B2B Commerce Platform and Xero

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. With consistent and accurate data delivered in real-time, you can ramp-up your sales effectiveness, deliver standout service, and eliminate inefficient back office processes.

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Handshake: A Certified Xero Add-On

Real Time Data

Sales reps and customers make smart ordering decisions fast

Consistent Accurate Info

Speed the order fulfillment process and keep your books up-to-date

Cloud-to-Cloud Integration

Don’t tax your IT staff with complicated management and maintenance tasks

Directly Connect B2B Orders to Your Back Office

    Sync product catalogs, customer details, and orders between Handshake and Xero.

  • Easily map Xero fields with Handshake for fast and pain free set-up
  • Set your sync schedule to align with the needs of your business
  • Write orders offline and automatically sync when you get back online
  • User access to log files enables continuous monitoring and easy troubleshooting

Directly Connect B2B Orders to Your Back Office

Sync product catalogs, customer details, and orders between Handshake and Xero

  • Easy mapping of Xero fields with Handshake for a fast and pain free set-up
  • Set your sync schedule to align with the needs of your business
  • Write orders offline and automatically sync when you get back online
  • User access to log files enables continuous monitoring and easy troubleshooting

Data Flows:

Items

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Customers

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Orders

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    What is Handshake

  • Handshake is a B2B Commerce platform for manufacturers and distributors that powers standout ordering experiences both in-person and online.
  • Sales reps write orders faster than ever and orders instantly sync to your Xero account for rapid fulfillment from the Handshake Mobile app.
  • Deliver information on products, inventory, and customers at your reps fingertips for more effective and strategic sales meetings.
  • Customers conveniently order 24/7 from your B2B eCommerce website that offers them a familiar, online self-service experience and automatic sync with Xero for immediate processing.

    What is Xero

  • Xero is easy to use online accounting software that’s designed specifically for small businesses.
  • Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.
  • Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
  • Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more. Find out more or try Xero Accounting Software for free.

Customer Success Story

A Seamless Integration Between Xero and Handshake

"We put every single order through Handshake, and that order goes straight into Xero––and out to the warehouse for shipping. No one has to waste time keying in the order."

Ashley Leatherland, Co-Founder, Stephanie Dyment,

Handshake Implementation Services

We understand that the implementation of your back-office system is just as unique as your business. Our team works hand in hand with you to ensure the successful integration of Handshake with your software ecosystem. Whether you need to adapt our pre-built solutions for your workflow or deploy a fully custom integration, Handshake Implementation Services has the expertise to deliver the solution that fits your needs.

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