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Overview Integration Product Support How it works

Handshake

Handshake drives sales rep effectiveness and easy direct customer ordering for wholesalers and distributors. Integrate NetSuite and Xero to Handshake and run your business in real time with fast mobile order entry for iPad and iPhone and a modern B2B eCommerce portal.
Available Integration for Handshake
JCurve
Handshake
NetSuite
Handshake
Xero
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 integration Set Up?
  • 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.

Learn more
How it Works
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 Set Up 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.

SyncApps Add-Ons
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 Set Up page so all your data will be re-synced with the new field mappings.

SyncApps Add-Ons
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!

SyncApps Add-Ons
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 Add-Ons
Teams

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!

The Best Things in Life Are Free

Like, our trials. Try SyncApps for free and let us know what you think.

Try For Free

25,000+ Organizations Grow with SyncApps.

Companies all over the world use the SyncApps integration to manage financial data, create better marketing campaigns, sell more, reduce their IT spend, and promote efficiency across all their departments. Join them!

Tools that Fit Right In

Integration built to fit right into your business flow. You can customize, scale up or scale down anytime. Start automating and forget manual data work.

A Solution You Can Rely on

SyncApps has been in business for more than 12 years. You can continue to rely on our dedication to innovation and our pledge to help you thrive!

Security Is Our Priority

All your data is secure with SyncApps. Our constantly reviewed and upgraded security policies are created to give you peace of mind. GDPR, CCPA, CASL and privacy policy-friendly, too!

World-Class Support

Whenever you need us, an integration expert is available to help you. Our support department is available 24/7, even if you are on a free plan!