Product · Integration

bexio integration self-service in minutes

Connect ZeugnisPilot to your bexio account in under 5 minutes. Personal, payroll and company data flow bidirectionally — auto-detect, self-heal, three-way match. No API keys, no code, no double maintenance.

14-day free trial Set up connection

OAuth standard — no API key to copy
Bidirectional: Contact + Payroll, auto-detect, self-heal
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

Bidirectional sync (Payroll v4 + Contact v2)

Personal and payroll data flow both ways: ZeugnisPilot reads from bexio (role, workload, hire date, address), and writes back too (PATCH on Payroll for salary changes, address updates, AHV/IBAN). 141 backend tests verify the integration.

Auto-detect & self-heal

Platform automatically detects whether the bexio payroll module is subscribed (403 means disabled). On stale references, the sync heals itself — employees are re-created in bexio when needed.

Three-way match

Contact and Payroll are matched independently via personnel number + bexioRef. Conflicts (e.g. personnel number changed) are detected and the sync writes the right fields without losing ZP data.

Outbox pattern with idempotency

Every profile change is written to the outbox backlog, dedup'd by status (pending/processing). When bexio is down: items stay pending and the sync resumes automatically on the next push.

Token refresh + Swiss hosting

OAuth tokens are renewed in the background — sign in once, stay in sync permanently. Backend, database and verification service run in the Google Cloud Zurich region.

No code, no API key

You don't need a developer. The OAuth flow is standard, the connection test takes 30 seconds — sync and self-heal then run automatically.

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 flows between ZeugnisPilot and bexio?

Bidirectional. Read from bexio: personal data (name, date of birth, address, AHV, IBAN), role, workload, hire/leaving date, salary, company VAT ID. Written back: salary changes (PATCH on Payroll v4 with ?date=YYYY-MM-DD), address updates on Contact v2, AHV/IBAN changes. Which fields sync is configurable per employee.

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. On the next sync, ZeugnisPilot writes that data back to bexio (address, AHV, IBAN, salary). Self-heal re-creates missing employees in bexio when the bexio reference is stale.

Connected in 5 minutes

After company registration, sign in with bexio once — sync, auto-detect and self-heal then run automatically. 14-day free trial.

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