bexio
Swiss cloud business software for SMEs covering accounting, invoicing, contacts and payroll.
- Category
- Finance & ERP
- Type
- Accounting
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0, Access token
- Docs
- bexio API docs
02Data
What you can sync.
- Invoices
- Contacts
- Accounting entries
- Orders
- Bank accounts
- Projects
Join bexio invoices with sales and operations data, and let an AI Mind explain the variance.
Need more? Name any other bexio data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
- An access token
bexio uses OAuth 2.0 (client ID, client secret, refresh token) or an access token. You add the credentials once, when the AI asks for them, and it tells you where to create them in bexio if you need help.
04How it works
How it works in DataMind.
-
Pick bexio.
Open Lake, pick bexio in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the bexio API docs.
-
Answer a few questions.
The AI reads the bexio documentation, then asks which credentials you will use, which data to sync (for example invoices and contacts), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then bexio data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
