Overview
The Bexio integration in Eturnity Expert enables automatic data transfer from your solar projects directly to your Bexio accounting system. This integration streamlines your workflow by automatically creating customers and orders in Bexio based on your Expert project data, eliminating manual data entry and reducing errors.
Key benefits of the Bexio integration include:
Automatic customer creation: New customers are automatically added to Bexio based on project information
Seamless order generation: Project bill of materials is automatically transferred to Bexio orders
Status management: Handle existing orders intelligently based on their current status
License Note: If you don't see the Bexio integration option in your product, it may not be included in your current license. Please request a trial or upgrade in the Eturnity Expert or contact support@eturnity.com to learn more.
Prerequisites
Before setting up the Bexio integration, ensure you have:
An active Eturnity Expert account with integration permissions
A Bexio account with administrative access
Project data ready for transfer (completed project variants)
Component library with proper product information
Setting Up the Bexio Connection
To establish the connection between Eturnity Expert and your Bexio account:
Navigate to Settings > Integrations > ERP/CRM
Select Bexio from the dropdown menu
Click the Connect button
On the authentication page, log in with your personal Bexio account credentials
Once authenticated, your connection will be active and ready for data transfer
The connection process uses secure OAuth authentication, ensuring your Bexio credentials are never stored in Eturnity Expert.
Transferring Project Data to Bexio
Once your Bexio connection is established, you can transfer project data using the following process:
Open the desired project variant in Expert
Navigate to the Bexio tab in the left menu
Select the appropriate variant for transfer
Click Create Customer Order in Bexio to initiate the transfer
Automatic Customer Management
The system intelligently handles customer creation during transfer:
Existing customers: If a customer with matching name and address already exists in Bexio, the system uses the existing customer record
New customers: If no matching customer is found, a new customer is automatically created based on the project information
Order creation: A new order is created for the customer based on the Expert bill of materials
Transfer History and Status
After each transfer, you can monitor the process through the transfer history:
Successful transfers: Display a direct link to open the created order in Bexio
Transfer status: Real-time updates on the transfer progress
Error handling: Clear error messages if transfers fail
Handling Measurement Units
The system automatically manages measurement units during transfer:
Automatic unit creation: If a unit exists in Expert but not in Bexio, the system will automatically create it in Bexio (if you have the necessary permissions)
Permission requirements: If you lack permissions to create units, the transfer will be aborted with an error message
Manual resolution: When permissions are insufficient, an admin user must manually add the missing units in Bexio before the transfer can proceed
Managing Existing Orders
The system intelligently handles existing orders based on their current status in Bexio:
Deleted or Cancelled orders: A new order will be created
Pending or Partially completed orders: The existing order will be updated with new information
Completed orders: A warning message will be displayed, and the order must be reopened for editing in Bexio before transfer can proceed
Advanced Features
Sub-Position Transfer
You can include sub-positions in your Bexio transfers:
Navigate to the bill of materials with a collection position in Expert
Display the details of the collection position
Activate the Show sub-positions on PDF toggle
Sub-positions will now be included in the Bexio transfer
Transfer Filtering
Only products with quantities greater than 0 will be transferred to Bexio, ensuring your orders contain only relevant items.
Troubleshooting Common Issues
Transfer Failures
Common transfer issues and solutions:
Missing units: Ensure all required measurement units exist in Bexio or have sufficient permissions for automatic creation
Permission errors: Verify your Bexio account has the necessary permissions for order and customer creation
Order Status Conflicts
When dealing with existing orders:
Check the order status in Bexio before attempting transfer
Reopen completed orders in Bexio if you need to update them
Consider creating new orders for major changes to completed projects
Best Practices
To maximize the effectiveness of your Bexio integration:
Regular synchronization: Transfer projects promptly to maintain data consistency
Status monitoring: Regularly check transfer history for any failed transfers
Permission management: Ensure your Bexio account has all necessary permissions for seamless operation
Next Steps
After setting up your Bexio integration:
Test the integration with a sample project to verify everything works correctly
Train your team on the new workflow to maximize efficiency
For additional support with Bexio integration or other ERP/CRM systems, contact our support team at support@eturnity.com.