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Shopify Handshake Demystified: The Ultimate B2B Wholesale Playbook

5 minutes

The online wholesale marketplace can be a complex environment. There are a number of moving parts to consider, making it difficult to figure out the best strategy at times. Fortunately, the Shopify wholesale Handshake platform can make the entire process seamless and straightforward. With Handshake, wholesale e-commerce sites don’t need to complicate development or integrations. Handshake and Shopify work well together to deliver the best in e-commerce solutions.

In this article, we’re going to look at Shopify the Handshake marketplace, while focusing on the best ways to achieve Handshake Shopify integration. Also, we’re going to discuss how you can get the most out of the Handshake migration to Shopify Plus.

So, if you’re ready to get started, read on!

In this article, we’re going to look at Shopify security and trust apps to help you deliver the confidence your customers need when on your site. In particular, we’ll be looking at 10 great security and trust apps you can use to help take your e-commerce site to the next level.

So, let’s get started!

What Is Handshake by Shopify?

Handshake is a B2B (business-to-business) e-commerce platform launched by Shopify in 2016. It is designed to connect wholesale buyers and sellers and help them streamline their sales processes.

The Handshake platform allows online wholesale sites to create a customizable storefront to showcase their products, manage orders, and communicate with customers. Buyers can browse and purchase products directly from the wholesaler’s storefront, eliminating the need for phone calls, emails, or paper catalogs.

Handshake offers several features to simplify the buying and selling process, including:

#1: Custom pricing

Online wholesale sites can create different product pricing tiers based on customer segments, quantity purchased, or other criteria. This feature allows them to offer personalized pricing to their buyers and incentivize larger purchases.

#2: Quick ordering

Buyers can use the Quick Order feature to add multiple products to their cart simultaneously, using SKU numbers or product names. This function saves time and reduces errors compared to manual order entry.

#3: Order tracking

Both buyers and sellers can track the status of their orders in real time, from order placement to delivery. This feature helps ensure that orders are fulfilled accurately and on time.

#4: Customizable workflows

Online wholesale sites can set up custom workflows for order processing, such as requiring approval for large orders or automating order fulfillment. This function helps streamline their operations and reduce errors.

#5: Integration with Shopify

Handshake is fully integrated with the Shopify platform, which allows online wholesale sites to manage their wholesale and retail sales from a single dashboard.

Handshake is available as a separate app for Shopify merchants, pricing is based on the number of users and the features selected. The platform has been well-received by online wholesale sites and has helped many businesses improve their B2B sales processes.

Why Is Handshake by Shopify a Good Option for Wholesale Stores?

Handshake by Shopify is an excellent option for wholesale stores looking to streamline their sales process, improve customer relationships, and increase profitability. Its customizable features, real-time order tracking, and integration with Shopify make it a powerful tool for managing wholesale operations.

The following reasons highlight why Handshake on Shopify is a great option for wholesale stores:

#1: Streamlined sales process

Handshake simplifies the wholesale buying process by providing a customizable storefront where buyers can easily browse and purchase products. This feature eliminates the need for time-consuming phone calls, emails, or paper catalogs. It helps save time for both buyers and sellers.

#2: Integration with Shopify

Handshake is fully integrated with the Shopify platform, which allows wholesale stores to manage their wholesale and retail sales from a single dashboard. This integration makes it easier to keep track of inventory, sales, and customer data across both channels.

#3: Cost-effective

Handshake is available as a separate app for Shopify merchants. Pricing is based on the number of users and the features selected. This function makes it a cost-effective solution for wholesale stores of all sizes, as they only pay for the features they need.

#4: Customizable storefronts

Handshake allows online wholesale sites to create a customized storefront to showcase their products. This feature can include adding their branding, logos, and images to make the store unique. They can also organize products by category, offer discounts, and customize pricing for different customers.

#5: Mobile app

Handshake has a mobile app that allows online wholesale sites to manage their business on the go. They can view and manage orders, communicate with customers, and track their sales anywhere.

#6: Analytics and reporting

Handshake offers analytics and reporting features allowing online wholesale sites to track sales performance, identify trends, and make informed business decisions. They can view sales by customer, product, or order and export data to other tools for analysis.

As you can see, Handshake by Shopify offers a range of powerful features that can help online wholesale sites streamline their operations, improve customer relationships, and increase profitability. From custom pricing to real-time order tracking, Handshake is a comprehensive solution for B2B e-commerce.

What Is Handshake Shopify Integration?

Handshake by Shopify is a B2B e-commerce platform fully integrated with the Shopify platform. This integration allows online wholesale sites to manage their wholesale and retail sales from a single dashboard, streamlining their operations and reducing the risk of errors.

A common question that most users ask is, “When was Handshake bought by Shopify?” However, Handshake was not bought by Shopify. Handshake was developed by Shopify as a B2B e-commerce platform specifically designed for wholesale businesses. Handshake was launched in 2016 and has since been integrated with the Shopify platform to provide online wholesale sites with a comprehensive solution for managing wholesale and retail sales.

While most people think Shopify acquired Handshake, the fact is that Handshake was developed as a separate platform that eventually became part of the Shopify platform.

How to Integrate Handshake with Shopify

Integrating Handshake with Shopify is a straightforward process that involves a few simple steps. Here is a detailed explanation of how to integrate Handshake with Shopify:

#1: Install the Handshake app

The first step in integrating Handshake with Shopify is to install the Handshake app Shopify from the Shopify App Store. Once you’ve installed the app, you will need to log in to your Handshake account or create a new one.

#2: Sync data between Shopify and Handshake

The next step is to sync your Shopify data with Handshake. This step includes products, customers, and inventory data. Go to the Handshake app and select “Sync Data” from the menu to do this. You can then choose which data you want to sync. Handshake will automatically import the data from your Shopify store.

#3: Customize your storefront

After syncing your data, you can customize your Handshake storefront to match your brand and product offerings. You can add your logo, images, and product descriptions to create a personalized storefront that showcases your products.

#4: Set up pricing

You can then set up pricing for wholesale and retail customers. You can create price lists for different customer groups and set up discounts and minimum order quantities.

#5: Set up shipping and payment methods

Handshake integrates with Shopify’s shipping and payment methods so that you can set up your preferred options for both. You can also set up taxes and handling fees.

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#6: Manage orders

All orders placed through Handshake are automatically synced with Shopify so that you can manage all your orders from one dashboard. You can see the status of each order, track shipments, and communicate with customers.

#7: Use Handshake’s features

Handshake offers a range of features to help you manage your wholesale business, including quick ordering, automated workflows, and real-time order tracking. These features can streamline your operations and improve your customer experience.

Handshake Shopify integration is a fairly simple endeavor. You don’t need to go through complex coding or programming to get both platforms running side-by-side. Best of all, you can do this process in the comfort of your home or office. So, take advantage of the Handshake Shopify integration process to reap the benefits.

Top Tips for Handshake Shopify Integration

The following tips will help make the Handshake Shopify Integration process a smooth one:

#1: Plan your integration carefully

Before you start integrating Handshake with Shopify, it is important to plan the integration carefully. This planning process involves defining your goals, mapping your processes, and identifying potential challenges. By doing this, you can ensure a smoother integration process and minimize the risk of errors or delays.

#2: Choose the right integration method

There are several ways to integrate Handshake with Shopify, including using a third-party app, API integration, or custom development. Choosing the right integration method depends on your business needs and technical capabilities. It is important to research the available options and select the one that best fits your requirements.

#3: Clean up your data

To ensure a smooth integration process, cleaning up your data before importing it into Shopify is important. This step involves removing any duplicates, correcting errors, and standardizing your data formats. By doing this, you can ensure that your data is accurate and consistent across both platforms.

#4: Test your integration thoroughly

Before launching your integrated Handshake-Shopify platform, it is important to test it thoroughly. This part of the process involves checking for errors, bugs, and inconsistencies and ensuring that all data is synced properly. By testing your integration thoroughly, you can ensure that it is functioning as expected and minimize the risk of issues after launch.

#5: Train your team

Once you have integrated Handshake with Shopify, training your team on how to use the new platform is important. This step involves providing them with clear instructions, guidelines, and best practices and ensuring they are comfortable using the new system. Doing this will ensure that your team can use the platform effectively and maximize its benefits.

These tips will facilitate the entire Handshake Shopify migration process. Be sure to test your integrations thoroughly to ensure everything is running smoothly. You might consider a Shopify development store to test your integrations before going live with the real thing.

What Is Handshake Migration to Shopify Plus?

The process is relatively straightforward if you are currently using Handshake and are interested in migrating to Shopify Plus. Migrating from a Shopify Handshake store to a Shopify Plus site makes sense when you have a large-volume site. As such, this decision could work out well, depending on your specific needs.

The following steps help illustrate the Handshake migration to Shopify Plus:

#1: Assess your needs

The first step in migrating to Shopify Plus is to assess your needs and determine if the platform fits your business. Shopify Plus is designed for high-growth businesses and offers features such as advanced analytics, custom checkout, and dedicated support.

#2: Export your data

Once you have decided to migrate to Shopify Plus, the next step is to export your data from Handshake. These data include products, customers, orders, and other relevant data. Handshake allows you to export your data in CSV format, which can then be imported into Shopify.

#3: Set up your Shopify Plus account

You will then need to set up your Shopify Plus account. This process involves signing up for a plan, creating your account, and selecting a theme for your store. You can also customize your store by adding your logo, images, and product descriptions. If you already have an account, make sure it’s active.

#4: Import your data

Once you have set up your Shopify Plus account, you can import your data from Handshake. Shopify offers a range of tools and apps to help you import your data, such as the Bulk Import Export Update app. This app allows you to upload your CSV files and import your data in bulk.

#5: Customize your store

After importing your data, you can customize your Shopify Plus store to match your brand and product offerings. You can add your own design, select a theme, and set up your product categories.

#6: Set up pricing

You can then set up pricing for wholesale and retail customers. Shopify Plus offers advanced pricing options, such as tiered pricing and custom discounts. You can also set up minimum order quantities and shipping rates.

#7: Set up payment and shipping methods

Shopify Plus integrates with various payment and shipping methods so that you can set up your preferred options. You can also set up taxes, handling fees, and other relevant settings.

#8: Launch your store

Once you have customized your store, set up your pricing, and configured your payment and shipping methods, you can launch your store. You can then start promoting your products and driving sales.

Migrating to Shopify Plus is a major step. Most online stores work very well with the traditional Shopify platform running Handshake. Nevertheless, Shopify Plus is worthwhile as your e-commerce site begins to scale.

Conclusion for Shopify Handshake Demystified

Integrating Handshake with Shopify can be a game-changer for online wholesale sites looking to take their e-commerce operations to the next level. By following the tips mentioned above and carefully planning and executing the integration process, you can unlock the full potential of this powerful platform and drive growth for your business.

So, be sure to check out how Handshake can help take your Shopify store to the next level. Don’t be afraid to step out of your comfort zone. You’ll be pleasantly surprised to find how Handshake may be the answer you have been looking for.

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Shopify Handshake Demystified: The Ultimate B2B Wholesale Playbook

Table of Contents

What Is Handshake by Shopify?

#1: Custom pricing

#2: Quick ordering

#3: Order tracking

#4: Customizable workflows

#5: Integration with Shopify

Why Is Handshake by Shopify a Good Option for Wholesale Stores?

#1: Streamlined sales process

#2: Integration with Shopify

#3: Cost-effective

#4: Customizable storefronts

#5: Mobile app

#6: Analytics and reporting

What Is Handshake Shopify Integration?

How to Integrate Handshake with Shopify

#1: Install the Handshake app

#2: Sync data between Shopify and Handshake

#3: Customize your storefront

#4: Set up pricing

#5: Set up shipping and payment methods

Grow your sales with high-performing deals.

#6: Manage orders

#7: Use Handshake’s features

Top Tips for Handshake Shopify Integration

#1: Plan your integration carefully

#2: Choose the right integration method

#3: Clean up your data

#4: Test your integration thoroughly

#5: Train your team

What Is Handshake Migration to Shopify Plus?

#1: Assess your needs

#2: Export your data

#3: Set up your Shopify Plus account

#4: Import your data

#5: Customize your store

#6: Set up pricing

#7: Set up payment and shipping methods

#8: Launch your store

Conclusion for Shopify Handshake Demystified

Grow your sales with high-performing deals.

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