Bexio
Bexio
bexio & Oniva – Your accounting and events perfectly synchronised
Automatically transfer event registrations with payment data into your bexio accounting system and generate invoices from there.
Thanks to the integration of Oniva with bexio via Zapier, registration data and payment information are automatically transferred to your bexio account. This removes the need for manual data entry and ensures your accounting is always up to date – without switching between systems. For Swiss SMEs using bexio as their central business tool, this integration delivers significant time savings. Event revenues and participant invoices are recorded transparently and in a compliant manner within bexio.
Instructions
- Create webhook URL: In Zapier, create a new Zap and select “Webhooks by Zapier” as the trigger. Copy the generated webhook URL.
- Create webhook in Oniva: Open the webhook settings in Oniva and add the copied Zapier URL as the endpoint. Select the events that should trigger the webhook.
- Activate webhook at event level: Once created, the webhook must be enabled for the relevant events.
- Configure Zap: Select the appropriate bexio action (e.g. “Create invoice” or “Create contact”) and map the corresponding fields.
- Test & activate: Run a test, verify the created entries in bexio and activate the Zap for live operation.
Requirements
- Zapier Professional account or higher
Webhooks are not included in the free plan - Active bexio account
bexio usage via Zapier is available across all licence tiers - Admin rights in Oniva
Tenant admin permissions
Licence & pricing
- Available on all annual licence tiers
Supported for Basic, Advanced, Premium and Enterprise (not available for event-based licences) - Additional costs (if applicable):
Webhook available as an add-on for Basic and Advanced plans (see pricing)
Use cases
- Automated invoicing: For each paid event registration, an invoice is automatically created and sent via bexio.
- Contact management: New participants are automatically created as contacts in bexio, ensuring consistent customer data across systems.
Further links
- Zapier - Zapier website
- Webhooks in Oniva - Oniva support article
- Process automation with bexio and Zapier - bexio Zapier overview
- Activate Zapier integration- bexio support article
- How to get started with Webhooks by Zapier - Zapier support article
- Events with payment - Oniva support article
Validate your use case
Want to check your specific use case with Oniva? Get in touch with us.
Frequently asked questions
The integration is handled via Zapier as middleware, offering maximum flexibility for data mapping.
VAT mapping can be configured individually within the Zap, with default values available.
No, this is currently not supported. Please contact us if this use case is relevant to you.
No, as webhooks are required for the integration, at least a Zapier Professional plan is needed.
No, Zapier-based integrations only synchronise new events from the time of activation. Historical data must be imported manually.