bexio
TARGET_SYSTEM: bexio
Bexio is a suite of online accounting software for small businesses, accountants, and bookkeepers.
| Accounts | Bills | Contacts | Customers | Credit notes | Files | Invoices | Items | Purchase orders | Sales orders | Suppliers | Tracking categories | Transactions | Vendor credits | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Read | ⌛ | ⌛ | ✅ | ❌ | ⌛ | ⌛ | ⌛ | ⌛ | ⌛ | ⌛ | ❌ | ⌛ | ⌛ | ⌛ | |
| Create | ⌛ | ⌛ | ✅ | ❌ | ⌛ | ⌛ | ⌛ | ⌛ | ⌛ | ⌛ | ❌ | ⌛ | ⌛ | ⌛ | |
| Update | ⌛ | ⌛ | ✅ | ❌ | ⌛ | ⌛ | ⌛ | ⌛ | ⌛ | ⌛ | ❌ | ⌛ | ⌛ | ⌛ |
How to connect to bexio
To allow your customers to link your application with their bexio accounts, you need to set up a bexio App and submit your application credentials to maesn.
Prerequisites
Before you begin, make sure you have the following:
- A bexio account with administrator permissions.
You can sign-up for a free trial at https://www.bexio.com/en-CH/register-bexio, if you do not have a bexio account already. Note that you will not need to use this bexio account for anything else than managing the bexio App.
Create the bexio App
In this step we create the App that a user can choose to install into their bexio instance to authorize the integration with your application.
- Navigate to the bexio developer portal and log in, if you are not already logged in.
- On the tab “My Apps”, click “Create new App”.
- In the pop-up, enter the below details:
- Name of the app: This should be your application’s name. When your users link their bexio account, they will see that “Name of the app” is requesting to integrate with their bexio account.
- Website of the app/company: The homepage of your company’s website, e.g. https://yourcompany.com/.
- Redirect URI: Should be set to https://api.maesn.dev/auth/callback/bexio
Save your client id and your client secret
Once the App is created, the client id and client secret are automatically generated.
- Copy the
client secretby clicking the Copy button next to the value. Make sure that you have copied the value before navigating away from this page.
Configure your integration in the maesn API
In the last step, we setup your API tenant with your App’s details:
- Get in touch with your contact person at maesn to submit the client id and client secret.
If you are not sure who your technical contact is, do not hesitate to reach out to us via support@maesn.com, but do not enter your client credentials directly in the email. That’s not safe!
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