Connect your online store with bexio and synchronize your customers and orders with your accounting, while sending invoices automatically.
If you already have a bexio account, you can click the "Connect to Bexio" button here to link your shop with bexio:
Enter your login details or register, and click "Allow" here so bexio can use the data from your shop:
Once you are connected to bexio, you can set which data should be synchronized with bexio. The following product data can be configured for this:
Contact
bexio -> saldia
Will not be synchronized.
saldia -> bexio
Will be synchronized with the email address as the unique identifier if already present.
Product title: Depending on the setting
Product description: Depending on the setting
Weight: Depending on the setting
Stock: Depending on the setting
Price: Depending on the setting
- - If you select "Disabled," the data will not be synchronized.
- - If you select "bexio is Master," the data from Bexio will be synchronized to the shop.
- - If you select "Shop is Master," the data from the shop will be synchronized to Bexio.
Under Account, the revenue account from Bexio can be selected. This account can only be set for the entire shop, unlike in Bexio, where it can be set for each product individually.
Under "Assign Bexio Actions," all possible statuses that an order in the shop can have are listed. On the opposite side, some actions that can be performed in Bexio are listed. Here, you can select through the checkboxes which actions should be executed in Bexio when an order has a certain status in the shop.
Below, there are two dropdown menus. Both menus map an order status for the orders. It defines which status an order should be changed to when an invoice in Bexio is paid or canceled.
The next options define how the order numbers are generated. This setting must match with Bexio. If "Automatic Assignment of Order Numbers" is set to "Yes" in the shop, it must also be set the same way in Bexio, and vice versa.
The bottom settings are general settings for your shop and Bexio.
In the VAT tab, you can compare the VAT rates from your store with the VAT rates from bexio. Make sure that the corresponding tax rates are assigned correctly to ensure smooth synchronization of VAT between the two systems:
If you are in the bexio tab, you will see an additional tab in the left menu bar where you can view error messages from bexio. Here you can identify problems or synchronization errors and, if necessary, check the causes to ensure that all data is transferred correctly between your store and bexio.
If an error occurs during synchronization between bexio and your store, a corresponding error message will be displayed in this tab. If an error message remains unnoticed, this can lead to the synchronization with bexio being stopped. Check this tab regularly, especially if something is not working as expected with the connection to bexio, to ensure that all synchronizations continue to run smoothly.