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
We simply ask your login details and permission.
If you already authorized bexio account(s) in the past or in any
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
- 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:
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.