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How do I activate the Bexio app integration?

If you want to connect PEAX with Bexio, you can activate the integration directly in your PEAX portal. The setup only takes a few steps and ensures that your documents are automatically transferred to Bexio. Here you can find out how to set up the integration correctly.

Click on your profile picture in the top right corner of PEAX and select the account you want to connect to Bexio. Then go to Settings and then App Integrations. Navigate to the Bexio integration and click Activate. From there, you will be guided through the next steps. This instructional video shows you exactly how this works.