Connecting bexio lets Mastro run the site side of the business while bexio stays your accounting source of truth — without you entering the same contacts, quotes and invoices twice. It takes about two minutes.
Before you start
- You'll need an existing bexio account and permission to sign in to it.
- You need to be an owner in Mastro (connections are owner-only).
Step 1 — Open Connections
In Mastro, go to Settings → Connections. You'll see a card for bexio alongside your other channels.
Step 2 — Start the connection
Click Connect bexio. Mastro hands you over to bexio's own secure sign-in (OIDC) — you authenticate with bexio, not with a password stored in Mastro.
Step 3 — Authorise
Sign in to your bexio account and approve the connection. bexio sends you back to Mastro, and the bexio card now shows as connected.
Step 4 — Let the first sync run
Once connected, Mastro begins syncing on its schedule. You don't need to do anything — within the next sync window your bexio contacts, quotes and invoices start appearing against your projects and pipeline.
What syncs, and which way
| Data | Direction | When |
|---|---|---|
| Contacts | bexio → Mastro | Scheduled sync |
| Quotes | bexio ↔ Mastro | Sync + on quote acceptance |
| Invoices | bexio → Mastro | Scheduled sync |
| Invoice | Mastro → bexio | Job completed (draft) |
When a quote is accepted in Mastro, a draft offer is created in bexio; when a job is marked complete, a draft invoice is created for you to review and send. Nothing is posted to your ledger automatically — you stay in control of what goes out.
Troubleshooting
- "Existing users only." The connection signs in to a bexio account that already exists; it never creates one. Set up bexio first, then connect.
- Card won't connect. Make sure you completed the bexio sign-in in the popup and approved the permissions, then try Connect again.
- Data hasn't appeared yet. The first pull runs on the next scheduled window, not instantly — give it a little time before checking your pipeline.
Want the bigger picture on how the two systems fit together? Read trade software with a bexio integration.