In this article you will learn how to connect timeBuzzer with bexio accounting software to streamline invoicing.
Connect timeBuzzer to bexio #
- Log in to the timeBuzzer web console.
- Open the Settings.
- Select Integrations.
- Search for bexio in the list and click Connect.
- You will be redirected to the bexio login page.
- Log in with your bexio credentials.
- Select the company within bexio
- Click Allow to authorize the integration.
Your timeBuzzer account is now connected to bexio!
Create bexio invoices directly in timeBuzzer #
- Go to Time Entries in timeBuzzer.
- Select the time period for your invoice (this defines the service period).
- Apply filters or select specific time entries.
- (Optional) Activate time rounding if you want to round time entries for the invoice.
- Click on Export.
- Select bexio as the export option.
- Continue with the suggested contact based on your filters or manually select your bexio customer to create an invoice for. The contact must have an address in order to create an invoice for it.
- Select how the time entries should be grouped (by layers or notes).
- (Optional) Transfer notes from the time entries to the invoice description. Identical notes are combined.
- (Optional) Set the default hourly rate.
- Note: If you have hourly rates defined for your services in your accounting tool and you group by the layer in which you have imported that services, those hourly rates, currencies, taxes and units will be automatically applied.
- (Optional) Activate Mark as billed to automatically mark time entries after the invoice has been created.
- Click on Create invoice.
- Select Show invoice to open it in bexio (opens in a new tab).
- Check and edit your pre-filled invoice.
- Click Preview and then Send.
- Done!
Importing customers from bexio (optional) #
You can import bexio customers into any timeBuzzer layer.
- Go to the layer to which you want to import customers.
- Click on Import.
- Select bexio → Customers.
- Select the customers you want to import.
- Only new customers that do not yet exist in timeBuzzer are displayed. The system checks whether there are already customers with the same name.
- Click on Import.
- Done. The imported customers will appear in your list with an external link that takes you directly to the respective customer in bexio.
Import services from bexio (optional) #
You can also import bexio services into any timeBuzzer layer.
- Click on the layer into which you want to import services.
- Click on Import.
- Select bexio → Services.
- Select the services you want to import.
- Note: Only new services that do not yet exist in timeBuzzer are displayed. The system checks whether services with identical names already exist.
- Click on Import.
- Done. The imported services will appear in your list with an external link that takes you directly to the respective service in bexio.
FAQ #
What do I need to use the integration?
You need a timeBuzzer Pro account and a bexio account with a plan that supports partner integrations and writing invoices.
Which layers can I import to and which structure is recommended in timeBuzzer?
Generally you can import both customers and services into any layer. This allows you to tailor the integration perfectly to your individual structure.
As bexio is structered in contacts, projects and services, we usually recommend to use three layers with “contacts” in the first, “projects” in the second and “services” in the third layer. Currently only import for contacts and services are supported, you can still add projects in timeBuzzer.
I only record time for projects – can I still bill bexio customers?
Yes! Import and export features work independent of each other. Even if you don’t import any customers from bexio in timeBuzzer, the export will still show you all bexio customers. This means you can still bill your recorded project times for each bexio customer.
Who can use the integration?
Only users with the Administrator role can create bexio invoices or import bexio customers and services in timeBuzzer. Managers and regular users do not have access to these functions.
Which contacts are imported?
All contacts in bexio wether Companies or Private are available for import into timeBuzzer.
Which product types are imported?
All products in bexio that are marked as service are available for import into timeBuzzer. Hourly rates, currency, tax, and units are are automatically applied to invoice positions how defined in [bexio].
Goods are not available for import into timeBuzzer.