bexio

Last synced 1 month ago by Jonas

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

Authorizing bexio

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.

Choose your contact type

Distinguish between Business Contacts and Private Contacts before proceeding to the configuration page.

- Learn about our contact sync below.

- More in-depth info about our Company to Company sync can be found here.

[IF] Supported Conditions/Filters

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

[THEN] Supported Actions

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

For now, we don't support Bexio customizable contact fields. Therefore, you can only custom map any additional 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.

Additional Options

Syncing Deletions & Unsubscribes

Syncing deletions and/or unsubscribes is not available for bexio integrations. The availability of these additional options is app and connection dependent. We need to be able to detect deletions on one side and at the same time be able to create a new segment 'PieSync Trash' or 'PieSync Unsubscribes on the other side. More information on syncing deletions or unsubscribes.

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. Don't forget to read our blog for the latest in productivity, apps, and technology!