STEP 1
Connect bexio and Exact Online
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
bexio and Exact Online Integration
Build finance workflows between bexio and Exact Online on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about bexio and Exact Online
Detailed info you need to know about bexio and Exact Online integrations in WEXTL. Explore which modules apps support and how you connect them.
Exact Online
Cloud accounting and ERP platform for invoices, accounts, contacts, and financial administration. [6]
How to connect bexio to Exact Online
Set up your bexio and Exact Online integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected bexio and Exact Online nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between bexio and Exact Online. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between bexio and Exact Online work in WEXTL?
WEXTL exposes actions and triggers for bexio and Exact Online that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
bexio triggersExact Online actions
bexio modules
- Accept a QuotePerforms the a Quote operation.
- Archive a ProjectArchives a Project.
- Cancel an InvoiceCancels an Invoice.
- Cancel a PaymentCancels a Payment.
- Check a Bill Document NumberValidate whether document number is available or not.
- Check an Expense Document NumberValidate whether document number is available or not.
- Copy an InvoiceCopies an invoice.
- Copy a QuoteCopies a quote.
- Create Additional AddressCreates an additional address.
- Create an Item PositionCreates an item position.
- Create BillCreates a bill.
- Create ContactCreates a contact.
- Create Contact GroupCreates a contact group.
- Create Contact RelationCreates a contact relation.
- Create Contacts in BulkBulk create contacts.
- Create Delivery from OrderCreates a delivery from order.
- Create ExpenseCreates an expense.
- Create FileUploads a file.
- Create InvoiceCreates an invoice.
- Create Invoice from OrderCreates an invoice from order.
- Create Invoice from QuoteCreates an invoice from quote.
- Create ItemCreates an item.
- Create Manual EntryCreates a manual entry.
- Create MilestoneCreates a milestone.
- Create NoteCreates a note.
- Create OrderCreates an order.
- Create Order from QuoteCreates an order from quote.
- Create Outgoing PaymentCreates Outgoing Payment.
- Create Payment — InvoicesCreates a payment.
- Create Payment — PaymentsCreates a payment.
- Create ProjectCreates a project.
- Create Purchase OrderCreates a purchase order.
- Create QuoteCreates a quote.
- Create ReminderCreates a reminder.
- Create TaskCreates a task.
- Create TimesheetCreates a timesheet.
- Create Work PackageCreates a work package.
- Decline a QuotePerforms the a Quote operation.
- Delete a Banking PaymentDeletes a payment.
- Delete a ContactDeletes a contact.
- Delete a Contact GroupDeletes a contact group.
- Delete a Contact RelationDeletes a contact relation.
- Delete a Existing FileDeletes a file.
- Delete a Item PositionDeletes a item position.
- Delete a MilestoneDeletes a milestone.
- Delete an Additional AddressDeletes an additional address.
- Delete an InvoiceDeletes an invoice.
- Delete an Invoice PaymentDeletes a payment.
- Delete an ItemDeletes an item.
- Delete an OrderDeletes an order.
Exact Online modules
- Create AccountCreates a new account.
- Create ContactCreates a new contact.
- Create ItemCreates a new item.
- Create Sales InvoiceCreates a new sales invoice.
- Delete AccountDeletes an existing account by ID.
- Delete ContactDeletes an existing contact by ID.
- Delete ItemDeletes an existing item by ID.
- Delete Sales InvoiceDeletes an existing sales invoice by ID.
- Get AccountRetrieves a single account by ID.
- Get ContactRetrieves a single contact by ID.
- Get ItemRetrieves a single item by ID.
- Get Sales InvoiceRetrieves a single sales invoice by ID.
- List AccountsRetrieves a list of accounts.
- List ContactsRetrieves a list of contacts.
- List ItemsRetrieves a list of items.
- List Sales InvoiceRetrieves a list of sales invoices.
- Make an API CallPerforms an arbitrary authorized API call.
- Update AccountUpdates an existing account by ID.
- Update ContactUpdates an existing contact by ID.
- Update ItemUpdates an existing item by ID.
- Update Sales InvoiceUpdates an existing sales invoice.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with bexio and Exact Online integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting bexio and Exact Online.
Connect your bexio and Exact Online accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when bexio's "Watch Contact Relations" fires, WEXTL can "Create Account" in Exact Online. bexio has 7 triggers (including Watch Contact Relations, Watch Contacts, and Watch Deliveries); Exact Online has 21 actions (including Create Account, Create Contact, and Create Item). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. bexio-to-Exact Online automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment bexio (or Exact Online) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your bexio + Exact Online automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the bexio and Exact Online integration.
- bexio and Exact Online integration source code, module specs and credentials implementation.
- Our bexio and Exact Online integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for bexio and Exact Online — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- bexio integration information
- Exact Online integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library