Xero and Handshake OMS Integration for Order Management

Case studies

OMS

Xero and Handshake OMS Integration for Order Management

Case study showing how Stephanie Dyment uses Handshake OMS with Xero to eliminate manual order entry and sync orders directly to accounting.

Published

June 4, 2026

Read time

3 min read

Source

This case study examines the implementation of Handshake's off-the-shelf Xero integration at Stephanie Dyment, a UK stationery and greeting card publisher. It details the transition from paper-based and manual order processes to a mobile OMS that syncs confirmed orders, customer data, and status updates directly into Xero. The integration reduced double-entry, enabled real-time order flow to warehouse operations, and supported scaling at trade shows and multi-brand sales environments.

Key takeaways

Handshake OMS replaces paper forms and Notes app entry with mobile order capture on iPhone and iPad.

Off-the-shelf Xero integration syncs orders based on configurable status triggers without custom development.

Customer and order data flow directly from Handshake into Xero, eliminating re-keying and reducing processing time.

Branded order confirmations with product images and SKUs are sent automatically to retailers.

The solution supports both independent rep businesses and growing product brands using the same platform.

Market overview

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