bexio integration with Make or zapier

Payrexx does not currently offer a direct integration for bexio. However, bexio can be connected via an integration using Make, zapier or Pipedream. The range of functions corresponds to that of a plugin: You create payment links directly from bexio, reconcile payment statuses between both systems and retrieve payouts in bexio – without a single line of code. All setup steps are described in the Payrexx documentation for bexio.

You create an API key in the Payrexx merchant administration under "API & Plugins" and use it to connect Payrexx and bexio in Make, Zapier or Pipedream. You then define which trigger triggers which action – for example, "New payment at Payrexx" → "Mark invoice as paid in bexio". You do not need any programming knowledge for this, as all steps are configured with a click.

The integration synchronises the payment status of invoices sent from bexio and of Payrexx transactions in both directions and retrieves payouts directly in bexio. In addition, subscriptions, Paylinks and QR codes can be created and deleted from within bexio, and pre-authorised payments can be debited. This eliminates the need to manually enter incoming payments in your accounting system.

Via Payrexx, you offer all relevant payment methods on your bexio invoices with a single acceptance contract: Mastercard, Visa, AMEX, Maestro, PayPal, Apple Pay, TWINT, Google Pay, Samsung Pay, PostFinance Card, Invoice, bank transfer, Centi, HeidiPay, WIRpay, Masterpass, Reka and Klarna. Which methods your customers see when paying depends on which ones you have activated in your Payrexx account.

bexio itself does not process card and wallet payments – but with Payrexx as your payment provider, you can offer your customers TWINT, credit cards, Apple Pay, Google Pay and PostFinance Pay. To do this, you place a Payrexx Paylink or QR code on the bexio invoice, which is used for direct payment. Once the payment is received, the invoice is automatically marked as paid in bexio.

As soon as a payment is received by Payrexx, the integration updates the status of the corresponding invoice in bexio to "paid". The reconciliation works in both directions, so that payments recorded in bexio also remain synchronised with Payrexx. This saves manual rework and prevents errors in your accounts receivable.

Payrexx does not charge any additional fees for the bexio integration itself – only a commission per transaction is deducted, which you can find for each payment method on our pricing page. The connection via Make or Zapier is included in the Payrexx STANDARD and PREMIUM plans. Make, Zapier and Pipedream also offer free starter accounts; their own pricing plans apply for more extensive workflows.

Payrexx payouts are transferred to your linked bank account. Via this integration, you can import these payouts directly into bexio and assign them to your accounting instead of reconciling them manually. To find out how payouts work at Payrexx and the frequency in which they occur, please refer to our documentation.

If you connect Payrexx with bexio, every transaction is secured according to the highest global security standard for payment data: Payrexx is fully PCI DSS Level 1 certified. Personal data, both yours and that of your customers, is stored in a GDPR-compliant manner. The 3-D Secure process adds an additional identification step to payments, thereby minimising fraud risks and chargebacks.

The connection via Make or Zapier – and thus the bexio integration – is available in the Payrexx STANDARD and PREMIUM plans and is not included in the free plan. You can find an overview of the plans on the pricing page.