Linking Bexio as a source
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Contents
The Bexio connector syncs your Bexio business management and accounting data into PostHog, including contacts, invoices, quotes, orders, bills, expenses, projects, timesheets, journal entries, and the chart of accounts.
Prerequisites
You need a Bexio account and a personal access token.
Create a personal access token in the bexio developer portal. A personal access token has access to every default scope, so no additional permissions are needed.
Bexio personal access tokens expire after 60 days. Create a new token and update your source before the old one expires, or syncs will fail with a 401 error.
Adding a data source
- Go to the sources tab of the data pipeline section in PostHog.
- Click + New source and then click Link next to Bexio.
- Paste your Personal access token from the bexio developer portal and click Next.
- Select the tables you want to sync, set the sync method and frequency, then click Import.
Once the syncs are complete, you can start using Bexio data in PostHog.
Sync modes
Bexio tables sync in one of two modes depending on whether the Bexio API supports filtering by last update:
- Incremental sync – Only syncs records where
updated_atis on or after the last sync. This is faster and cheaper for large tables. Available for contacts, contact relations, invoices, quotes, and orders. - Full refresh – Reloads all data on each sync. Used for tables where the Bexio API has no server-side change filter.
Available tables
| Table | Description | Sync method |
|---|---|---|
contacts | Companies and people in the address book | Incremental |
contact_groups | Groups used to categorize contacts | Full refresh |
contact_relations | Links between two contacts | Incremental |
invoices | Sales invoices sent to customers | Incremental |
quotes | Quotes (offers) sent to customers | Incremental |
orders | Sales orders confirmed with customers | Incremental |
deliveries | Delivery notes for goods shipped to customers | Full refresh |
purchase_orders | Purchase orders sent to suppliers | Full refresh |
bills | Supplier bills recorded in purchases | Full refresh |
expenses | Expenses paid directly | Full refresh |
items | Products and services in the item catalog | Full refresh |
projects | Projects used to group time, tasks, and documents | Full refresh |
timesheets | Time entries recorded by users | Full refresh |
tasks | Tasks assigned to users | Full refresh |
notes | Notes recorded on contacts and projects | Full refresh |
accounts | Accounts of the chart of accounts | Full refresh |
account_groups | Groups that structure the chart of accounts | Full refresh |
journal_entries | Bookings in the general ledger journal | Full refresh |
manual_entries | Bookings entered by hand in the accounting module | Full refresh |
business_years | Business years of the accounting | Full refresh |
bank_accounts | Bank accounts set up in banking | Full refresh |
currencies | Currencies available in the company | Full refresh |
taxes | Tax rates set up for sales and purchases | Full refresh |
users | Users of the Bexio company | Full refresh |
Configuration
| Option | Type | Required |
|---|---|---|
Personal access token | password | Yes |
Supported tables
| Table | Description | Sync method | Incremental field | Primary key |
|---|---|---|---|---|
contacts | Companies and people in the bexio address book, such as customers, suppliers and leads. | Incremental, Full refresh | updated_at | — |
contact_groups | Groups used to categorize contacts. | Full refresh | — | — |
contact_relations | Links between two contacts, for example a person who works at a company. | Incremental, Full refresh | updated_at | — |
invoices | Sales invoices sent to customers. | Incremental, Full refresh | updated_at | — |
quotes | Quotes (offers) sent to customers. | Incremental, Full refresh | updated_at | — |
orders | Sales orders confirmed with customers. | Incremental, Full refresh | updated_at | — |
deliveries | Delivery notes for goods shipped to customers. | Full refresh | — | — |
purchase_orders | Purchase orders sent to suppliers. | Full refresh | — | — |
bills | Supplier bills recorded in bexio purchases. | Full refresh | — | — |
expenses | Expenses paid directly, recorded in bexio purchases. | Full refresh | — | — |
items | Products and services in the bexio item catalog. | Full refresh | — | — |
projects | Projects used to group time, tasks and documents. | Full refresh | — | — |
timesheets | Time entries recorded by bexio users. | Full refresh | — | — |
tasks | Tasks assigned to bexio users. | Full refresh | — | — |
notes | Notes recorded on contacts and projects. | Full refresh | — | — |
accounts | Accounts of the chart of accounts. | Full refresh | — | — |
account_groups | Groups that structure the chart of accounts. | Full refresh | — | — |
journal_entries | Bookings in the general ledger journal, from all sources such as invoices, bills and manual entries. | Full refresh | — | — |
manual_entries | Bookings entered by hand in the bexio accounting module. | Full refresh | — | — |
business_years | Business years of the accounting. | Full refresh | — | — |
bank_accounts | Bank accounts set up in bexio banking. | Full refresh | — | — |
currencies | Currencies available in the bexio company. | Full refresh | — | — |
taxes | Tax rates set up for sales and purchases. | Full refresh | — | — |
users | Users of the bexio company. | Full refresh | — | — |
Troubleshooting
Sync failing with 401 Unauthorized
Bexio rejected your personal access token. Tokens expire after 60 days. Create a new token in the bexio developer portal and update the source.
Sync failing with 403 Forbidden
Your Bexio user can't read one of the tables you sync. Ask a Bexio admin to give your user access to that data, or turn off the table in PostHog.