bexio

GETTING STARTED GUIDE: How to set up a new connection? 

ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics. 

bexio is an all-in-one tool including a full scope of functionality to help your business succeed. This powerful platform not only includes CRM, accounting and banking solutions but also project, product and warehouse management. Having all this in one app and one view saves you heaps of time and allows you to take full control over your business. Below you'll find detailed information, specifically for bexio integrations:

SUPPORTED BEXIO INTEGRATIONS


HOW TO AUTHORISE BEXIO IN PIESYNC

We simply ask your login details and permission. 

If you already authorized bexio account(s) in the past or in any other PieSync integration, you'll be able to the first part of the authorization and choose from your CONNECTED ACCOUNTS.

SUPPORTED FILTERS TO DETERMINE THE CONTACT SUBSET(S) TO SYNC WITH = IF

  • CATEGORIES
  • CONTACT OWNER
  • FIELD VALUES (NOT INCLUDING CUSTOM FIELDS)
  • ALREADY EXISTING IN APP YOU SYNC WITH

SUPPORTED TRIGGERS = THEN

  • ADDING/REMOVING FROM CATEGORY
  • UPDATING FIELD VALUES ( NOT INCLUDING CUSTOM FIELDS)

DEFAULT FIELD MAPPING

Depending on the other app you're syncing with, you'll see a number of standard bexio fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:

PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in one field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B.

CUSTOMIZABLE FIELD MAPPING

You can custom map additional bexio standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping HERE

SYNCING DELETIONS

Syncing deletions is not available for integrations with bexio. The availability of these features is app and connection dependent. If the feature box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect deletions on one side and at the same time be able to create add the tag 'PieSync Trash' on the other side. 



Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - support@piesync.com. 

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