How do I connect my bexio account?

Status: beta. You can already connect and use bexio. We're still gathering experience with real customer accounts — so for your first transferred invoice, take a moment to check in bexio that the amount and tax rate match your Univents document.

bexio is the accounting and SME software widely used in Switzerland. With the bexio integration you transfer an issued invoice to your accounting with a single click — including all line items, tax rates and the recipient as a contact. No double data entry, no retyping of amounts.

New since August 2026: The connection now works by signing in at bexio (redirect) — you no longer need a client ID or client secret. What gets transferred are invoices; there is no background contact sync any more.

Connect your account

bexio is included from the Growth plan upwards. On smaller plans the card shows an upgrade notice instead of the connection — you can connect bexio only after upgrading.

1. In Univents, open Integrations on the left.
2. Click the Accounting category on the left (or type the name into the search box).
3. Click bexio.
4. Click Connect bexio. You are redirected to bexio.
5. Sign in there and confirm access.
6. You land back in Univents and the card now shows Connected.

If the card says Setup pending instead, we're still missing technical credentials for this connection on our side — a rare edge case unrelated to your plan. Get in touch via the help button in the app if that happens.

Connecting and disconnecting requires settings permissions in the workspace.

Transfer an invoice

1. Open the invoice you want to transfer.
2. Click Transfer to accounting at the top.
3. Confirm with Transfer now in the dialog.

Transferring requires edit permission for the Finance module.

Good to know:

• Only issued invoices are transferred. Drafts and cancelled invoices have no transfer button.
• bexio assigns its own document number. Your Univents number is written into the invoice title so you can match both documents.
• Tax rates come from your bexio account. Univents reads them when transferring and maps every line item to the matching rate. If a rate is missing in your account, the transfer stops with a note listing the rates you do have — add the missing one in bexio and transfer again.
• The recipient is created in bexio as a contact, or reused if they already exist there unambiguously. The next invoice for the same customer does not create a second contact.
• Small-business invoices under § 19 UStG cannot be transferred. Please create them manually in bexio.

Beta note: For your first transferred invoice, take a moment to check in bexio that the amount and tax rate match your Univents document. If something looks off, get in touch via the help button in the app — that helps us harden the connection for everyone.

Take over payments automatically

If a transferred invoice is marked as fully paid in bexio, you can have that taken over automatically on our side too.

1. Open Integrations → Accounting → bexio.
2. Turn on Take over payments.

From then on we check every hour whether a transferred invoice is marked as paid in bexio, and mark it as paid in Univents as well. Invoices that are already paid or cancelled with us are left untouched.

Important:

• Do not use this switch together with the bank statement import (payment matching) for the same invoices. Otherwise the same payment gets recorded twice — once from the bank statement, once from bexio.
• Only fully paid invoices are taken over. We do not take partial payments into account yet.
• The switch is off by default and applies per connection.

Turning it on or off requires settings permissions in the workspace.

Transfer customer contacts

Instead of creating each customer one at a time while transferring an invoice, you can also transfer all your customers to bexio at once.

1. Open Integrations → Accounting → bexio.
2. Click Transfer customer contacts.
3. Univents shows you how many contacts will be transferred. Confirm with Transfer now.

Good to know:

• Only contacts that are the recipient of at least one quote or invoice are transferred. Plain address-book entries with no document — everyone who ever sent you an email, for example — are deliberately left out.
• Contacts already linked to bexio are skipped and counted as “already linked” — no second contact is created.
• Univents only creates new contacts; existing contacts in bexio are never changed.
• The transfer runs in the background with a progress bar. You can leave the page while it runs.
• If you cancel the transfer, contacts already created stay in bexio — that cannot be undone.

Starting or cancelling requires settings permissions in the workspace.

When something goes wrong

On Integrations → Accounting → bexio the Transfers section lists the most recent documents with their status and, if something failed, the reason in plain language. Common reasons:

• Tax rate missing — the rate of the named line item is not set up in your bexio account. Add it there or correct the line item.
• Connection expired — the authorisation at bexio has lapsed. Click Reconnect on the card.
• No recipient — the invoice has no customer assigned. Add one and transfer again.

Transfer an invoice again

If you open the dialog for an invoice that was already transferred, you see the bexio document number and an extra checkbox. Only tick it if you really want a second document in bexio — you will have to delete the first one there yourself.

Disconnect

Click Disconnect on the card. Invoices already transferred stay in bexio; new transfers are only possible after reconnecting.

Frequently asked questions

Are invoices transferred automatically? No. Every transfer is a deliberate click. That is intentional: you decide what ends up in your accounting.

Are my contacts synced in the background? Not automatically. When you transfer an invoice, only its recipient is sent. If you want to create several contacts at once, use Transfer customer contacts above.

Are quotes or delivery notes transferred? No, invoices only.

Are payments reported back from bexio? Only if you turn that on. Off by default — enable Take over payments to do so (see above).

I entered a client ID and client secret before — what now? Reconnect your account once via Connect bexio. The old fields are gone.

Can I connect several bexio accounts? No, one connection per workspace.

I only see an upgrade notice on the card — why? bexio is included from the Growth plan upwards. On smaller plans, Univents shows an upgrade notice there instead of the connect function.

Is bexio finished or still in preparation? You can already connect and use bexio. The connection runs in beta — we're still gathering experience with real accounts, which is why we recommend checking your first invoice.

What about Lexware Office or BuchhaltungsButler? They're also in the directory under Accounting, but still in preparation. Until then, DATEV, BMD, sevdesk, or bexio will get you there. Details are in the Accounting Exports & Integrations article.