STEP 1
Connect bexio and Sankhya
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 Sankhya Integration
Keep bexio and Sankhya in sync by integrating their events and actions. When finance events happen in bexio, update the Sankhya automatically - without any line of code in visual workflow builder.
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Learn about bexio and Sankhya
Detailed info you need to know about bexio and Sankhya integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect bexio to Sankhya
Set up your bexio and Sankhya integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected bexio and Sankhya 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 Sankhya. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between bexio and Sankhya work in WEXTL?
WEXTL exposes actions and triggers for bexio and Sankhya 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 triggersSankhya 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.
Sankhya modules
- Add a Contact for a CustomerAdds a contact for an already registered customer.
- Calculate Sales TaxesCalculates sales taxes based on given parameters and returns the total amount including taxes.
- Cancel an Electronic Consumer InvoiceCancels an electronic consumer invoice.
- Cancel an Electronic Tax ReceiptCancels an electronic tax receipt from the service.
- Cancel a Sales OrderCancels an available sales order.
- Check for Integration InconsistenciesReturns the list of inconsistencies identified in the HCM integration routines.
- Create a Contextualized Product PriceCreates a new contextualized product price.
- Create a CustomerCreates a new customer.
- Create a Financial Expense RecordCreates a new financial expense record.
- Create a Financial Record of RevenueCreates a new financial record of revenue.
- Create an API CallPerforms an arbitrary authorized API request.
- Get a CompanyReturns a specific company details based on the parameter sent in the request.
- Get a DepartmentReturns a specific department based on the parameter sent in the request.
- Get a FunctionReturns a specific function based on the parameter sent in the request.
- Get an EmployeeReturns the data of an employee.
- Get an OccurrenceReturns a specific occurrence history based on the parameter sent in the request.
- Get a POS CashierReturns the `codigoCaixa` that is open for the criteria sent for querying.
- Get a PositionReturns a specific job title based on the parameter sent in the request.
- Get a ProductReturns a specific product based on the parameter sent in the request.
- Get a Product GroupReturns a specific product group based on the parameter sent in the request.
- Get a Product LocationReturns a specific stock location based on the parameter sent in the request.
- Get a Product VolumeReturns a specific volume based on the parameter sent in the request.
- Get a Trade UnionReturns a specific union based on the parameter sent in the request.
- Get a WorkplaceReturns a specific workplace based on the parameter sent in the request.
- Import a Service InvoiceImports a service invoice into the system.
- Include an Electronic Customer InvoiceIncludes an electronic consumer invoice, model 65, issued at an external POS terminal.
- Include an Electronic Tax ReceiptIncludes an electronic tax receipt, model 59, issued at an external POS terminal.
- Include a Sales OrderAdds a sales order to the selected sales order group.
- Invalidate Electronic Consumer Invoice NumberingInvalidates the electronic Consumer Invoice Numbering, model 65, issued at an external POS terminal.
- Invalidate Electronic Tax Coupon NumberingInvalidates the electronic tax coupon numbering system (model 59) issued by an external POS terminal.
- List AbsencesReturns a paginated list of absence records.
- List Alternative ProductsReturns a list of alternative products for a given product.
- List CompaniesReturns a paginated list of companies.
- List Customer RecordsRetrieves a list of customer records for a specific employee and company.
- List CustomersRetrieves a list of customers.
- List DelaysReturns a paginated list of delays.
- List DepartmentsReturns a paginated list of departments.
- List Employee Incident ReportsLists incident reports for a specific employee and company.
- List Employee Lateness RecordsLists lateness records for a specific employee and company.
- List Employee MovementsLists movement records for a specific employee and company.
- List EmployeesReturns a paginated list of employees.
- List Employee VacationsRetrieves a list of vacation records for a specific employee and company.
- List Employee Work HoursLists historical work hour records for a specific employee and company.
- List ExpensesProvides access to financial expense data entered.
- List FunctionsReturns a paginated list of functions registered in SankhyaOM.
- List HCM CustomersReturns a paginated list of customers.
- List Incident HistoryReturns a paginated list of historical occurrences.
- List InventoryRetrieves a list of stock inventory.
- List Linked Product PricesRetrieves prices linked to a product independently of the price list.
- List MovementsReturns all transaction records.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with bexio and Sankhya 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 Sankhya.
Connect your bexio and Sankhya 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 "Add a Contact for a Customer" in Sankhya. bexio has 7 triggers (including Watch Contact Relations, Watch Contacts, and Watch Deliveries); Sankhya has 80 actions (including Add a Contact for a Customer, Calculate Sales Taxes, and Cancel an Electronic Consumer Invoice). 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-Sankhya 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 Sankhya) 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 + Sankhya 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 Sankhya integration.
- bexio and Sankhya integration source code, module specs and credentials implementation.
- Our bexio and Sankhya integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for bexio and Sankhya — 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
- Sankhya integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library