Bexio Integration

Using the API integration with Bexio, Buyogo can create and update orders, create delivery notes and invoices, create payments and customers, and also read product list and inventory from Bexio.

Scope

Customers

Every order needs to be associated to a customer. Buyogo syncs the customer information from Bexio and checks with every incoming order if the buyer is a new or repeat buyer. This is used to check if a new customer needs to be created before creating an order.

Bexio customers can either be a Company or Private based on the type of business. The default language of the contact is kept as German.

Orders

Buyogo creates orders in Bexio as soon as a new order is received. This leads to the product inventory being soft blocked in Bexio, until the order is confirmed on CMS. The order documents are also created in subsequent steps and once the documents are closed, order gets closed by itself.

Bookkeeping accounts against the orders:

Orders are created in Bexio against a specific bookkeeping account based on the following order of rules:

If the bookkeeping account is mapped in Buyogo against the order, this is used for creating the order in Bexio.
If not, the bookkeeping account defined at the product level is used while creating the order
if not, the default bookkeeping account defined in Bexio is used for all/remaining products of the order

Delivery note

Upon order confirmation on CMS, the delivery note is created in Bexio in draft state. Once the order delivery is confirmed on CMS, the delivery note is closed automatically. The language if the document is the default language of the customer for which the order is created.

Invoices

Upon order confirmation on CMS, the invoice is created in Bexio in draft state and is immediately issued. The language if the document is the default language of the customer for which the order is created.

Payments

Payments are created for all prepaid orders in Bexio against the issued invoices. If the products have a default bookkeeping account set for them, the payment is credited to the respective account automatically.

In other cases, when the bookkeeping account varies as per the payment method, the payment is credited to the account based on the payment method used at the time of checkout in the sales channel.

If the above cases are not defined, the Bexio settings allow a user to set the default bookkeeping account for all orders, to which the payments are credited.

For the orders which are not pre paid, seller is expected to create a payment for the corresponding invoice in Bexio. Buyogo retrieves the invoice payment status from Bexio to update the order payment status on CMS.