Product · Integration

bexio integration self-service in minutes

Connect ZeugnisPilot to your bexio account in under 5 minutes. Personnel, payroll and company master data come automatically — no API keys, no code, no double maintenance.

OAuth standard — no API key to copy
Payroll API 4.0 + Contacts fallback
Swiss hosting · DPA-compliant

It's that simple

Connected in three steps

1. Connect bexio with OAuth

One click on "Sign in with bexio" — the OAuth flow obtains access to personnel, payroll and company data. No API keys to copy, no fields to fill.

2. Master data is pulled automatically

People, hiring dates, roles, company address and UID come directly from bexio into the wizard. You only change what does not fit.

3. Create reference, release, done

Click through the wizard (10–15 min.), the compliance check runs, signature-ready PDF with QR validation in your hand. Optional four-eyes workflow.

Six concrete advantages

What the integration delivers

Payroll API 4.0

Payroll master data directly from bexio Payroll: hiring date, role, employment level, location — also correct for part-time or fixed-term employment.

Contacts API as fallback

If an employee is not (yet) in Payroll, we automatically fall back on the Contacts API — no data is lost.

Automatic token refresh

OAuth tokens are renewed in the background. You sign in once, the generator works permanently.

Company master data one-shot

Address, UID, logo from bexio — no double maintenance of letterhead data in two systems.

Swiss hosting

bexio is hosted in Switzerland, ZeugnisPilot is hosted in Switzerland. Data does not leave the DPA zone.

No code, no API key

You don't need a developer. The OAuth flow is standard, the connection test takes 30 seconds.

Who benefits especially

Typical use cases

SMEs with bexio as accounting hub: you maintain personnel master data in bexio anyway. The generator closes the gap without an additional HR tool.
Trustees: create references for several clients — one bexio account per client, no change of data basis.
Growing teams: personnel processes scale with you. From the first reference to the four-eyes workflow without migration.

FAQ

Frequently asked questions

Which bexio plans are supported?

All bexio plans with API access (Pro, Premium and Enterprise). The Starter plan does not support the API — for Starter we recommend switching to Pro or maintaining master data manually in the wizard.

Which data does ZeugnisPilot pull from bexio?

Personal master data (name, date of birth, address), role, hiring and (if applicable) leaving date, employment level as well as company master data (address, UID). Salary amount or confidential pay details are NOT requested — they are irrelevant for the reference.

What happens if I disconnect?

You can revoke the OAuth connection at any time in bexio (Settings → Connected Apps). ZeugnisPilot then loses access immediately, existing references remain unchanged.

Are employees informed about the data access?

ZeugnisPilot accesses only data that is used for the reference — and you do that anyway. DPA/GDPR however recommend mentioning in the privacy policy that HR tools access personnel master data. A template is in our docs.

How long does setup take?

A few minutes. Click "Connect with bexio" → log in to bexio → consent to the permissions → done. Right after that, you can create your first reference.

What if an employee is not fully maintained in bexio?

The wizard shows missing fields and lets you complete them directly. Changes are NOT written back to bexio — bexio remains the source of truth. We recommend that you maintain the changes manually in bexio afterwards.

Connected in 5 minutes

After company registration, sign in with bexio once — you can then create your first reference without further setup.