Customers & Sales reps
Who we serve
When you sync B2B Wave with Xero, you save time and increase data accuracy. Get your B2B eCommerce orders through B2B Wave and create invoices in a snap!
Available with all B2B Wave plans
Here's how the B2B Wave and Xero integration works:
Orders to Invoices
When a new order is placed, B2B Wave automatically transfers the order details (customer, products, discounts, shipping costs, etc.) directly to Xero.
This automatic data transfer then triggers Xero to create an invoice.
Products and Inventory
When you change the stock quantity of an item in Xero, the inventory level of that product in B2B Wave is automatically updated.
Inventory is reduced in Xero when an invoice is created from B2B Wave
When a new customer is added, B2B Wave automatically transfers the customer details directly to Xero.
The customer’s name, email, and company name are used to check if the customer already exists in Xero.
If the customer does not already exist, a new customer profile is created in Xero.
When an order is marked as paid in B2B Wave, that status is automatically updated in Xero by creating a payment to the corresponding invoice.
When an order is marked as paid in Xero, that status is automatically updated in B2B Wave.
Importing customers and products
Import your Xero items to B2B Wave.
Import your Xero customers to B2B Wave.
Notify your customers when your B2B portal is ready.
See our blog posts
How Wholesalers Can Boost Sales Rep Productivity with A CRM
November 16, 2020
Integrating B2B eCommerce with Accounting Solutions: What it is and why it matters
August 17, 2020
Selling to businesses and consumers? Reasons to Keep Your B2B and B2C eCommerce Stores Separate
May 11, 2020
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