bexio integration with Make or zapier
bexio is the cloud-based business software from Switzerland for the self-employed, small businesses and startups – from offers to QR-bills and accounting. Payrexx can be connected to bexio via Make, zapier or Pipedream, allowing you to automate payment reconciliation.
Brief profile
Overview
Founding & Location: bexio AG was founded in 2013, has its headquarters in Rapperswil-Jona (SG) and a second location in Vevey.
Company & Customers: A subsidiary of Mobiliar since 2018; more than 100,000 self-employed individuals, small businesses and startups work with bexio.
Product
Cloud-based business software for contacts, quotes, invoices with QR code, dunning, product and inventory management, time tracking and accounting.
Runs in the browser without installation – with e-banking connection, access for trustees, marketplace for additional apps and hosting in Switzerland.
Areas of application
For self-employed individuals, SMEs and startups who want to manage administration, invoicing and accounting in a single solution.
For trust offices that manage their mandates directly in bexio.
Payrexx Integration
There is no plugin to install for bexio – the connection to Payrexx runs via an automation platform: Make, Zapier or Pipedream. This sounds like a detour, but in practice it is the more flexible option. You do not need any programming skills, a first scenario is usually up and running in less than an hour, and you do not have to rely on a plugin manufacturer to deliver new features. You decide for yourself which processes are linked – and you can adapt them at any time.
Why using Make or Zapier has advantages
A plugin connects exactly two systems. An automation platform connects any number of systems – and does so in the very same step. Instead of just "Payment received → Mark invoice as paid in bexio", you simultaneously pass the same payment on to all the tools you work with anyway: team chat, spreadsheets, CRM, newsletters, project management, ERP. Make and Zapier offer connections to several thousand other apps for this purpose.
Examples of processes that go beyond bexio
These processes are triggered by webhooks from Payrexx – in the event of a new transaction, a subscription event or a new payout. This means the process starts the moment the payment is received.
Payment received → Search for or create a new customer in bexio, create an invoice with the line items and send it directly via email
New payout from Payrexx → Enter accounting entry in bexio accounting and store the same payout in the reconciliation sheet for the trustee
Quote accepted in bexio → Create payment gateway in Payrexx and send the link to the customer via email
Payment above a defined amount → Message to the team channel and SMS to the management
Payment received → Create or update contact in the CRM, tag in Mailchimp and assign to a campaign
Payment received → Send receipt from Payrexx, create task for delivery and log the transaction in a database
Setup Guide
This guide shows you how to connect Payrexx to bexio via Make, zapier or Pipedream and automate the payment reconciliation between the two systems.
Transaction fees
Cards from:
1.35%
+
CHF 0.18
TWINT from:
1.25%
+
CHF 0.18
Wallets from:
1.35%
+
CHF 0.18
Connection via Make
On the Make website, you will find out how to set up the integration and which use cases you can cover with it.
Connection via Pipedream
Payrexx and bexio can also be connected via Pipedream – you can find the necessary steps in the instructions.
Questions and answers on the bexio integration with Make and Zapier
Is there a Payrexx plugin for bexio?
Payrexx does not yet 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 from within 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.
How do I connect Payrexx with bexio?
You create an API key in the Payrexx Comerciante 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 in bexio as paid". You do not need any programming knowledge for this, as all steps are configured with a click.
Which processes can I automate between Payrexx and bexio?
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.
Which payment methods can I offer with Payrexx and bexio?
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.
Can I accept TWINT payments with bexio?
bexio does not process card and wallet payments itself – however, 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 to pay directly. Once the payment has been received, the invoice is automatically marked as paid in bexio.
Can I automatically mark bexio invoices as paid?
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 payments recorded in bexio also remain synchronised with Payrexx. This saves manual rework and prevents errors in your accounts receivable.
How much does it cost to use Payrexx with bexio?
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; for more extensive workflows, their own pricing plans apply.
How is the money from Payrexx payments booked in bexio?
Payrexx pays out the incoming payments to your stored bank account. Via the integration, you can retrieve these payouts directly in bexio and assign them to your accounting instead of reconciling them manually. You can find out how payouts work at Payrexx and the frequency with which they occur in our documentation.
How secure is Payrexx for Comerciante:innen?
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
Which Payrexx package do I need for the bexio integration?
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.


