Bexio ERP Meets Microsoft 365
The first complete integration between Bexio ERP and Microsoft 365. New project in Bexio → automatic Teams team, SharePoint site, Planner board and guest access. No more manual effort.
Platform: bexiolink.cnext.ch
Neues Projekt erstellt
Renovierung Musterhaus AG · CHF 45'000 · Typ: Bauprojekt
Microsoft 365 — automatisch erstellt
0 manual steps
Previously: ~30 minutes setup
Bexio and Microsoft 365 are both indispensable — but they don't know each other. Every new project means: create a Teams team, set up SharePoint folders, configure a Planner board, invite external contacts. Again and again, manually.
bexioLink handles all integration tasks between Bexio and Microsoft 365 — fully automated and FADP-compliant.
A new Bexio project automatically creates a Teams team, a SharePoint site and a Planner board — with the right folder structure, permissions and template configuration.
Project-type templates: construction project, IT mandate, consulting engagement, service call. Each template includes predefined folders, task lists and page layouts.
Contact details, addresses, project status and phase changes from Bexio stay in sync with Microsoft 365. No manual updates — changes propagate in real time.
Completed Bexio projects are automatically archived and write-protected. Permissions follow Entra ID roles. Full audit trail for FADP compliance.
Tasks and milestones from Bexio are synchronised as Planner tasks. Status changes flow bidirectionally — your team works in Teams, the status stays current in Bexio.
External contacts from Bexio automatically receive temporary Microsoft 365 guest access — with expiry date, restricted permissions and automatic deactivation on project completion.
No IT projects, no installations — bexioLink runs as SaaS directly in your browser.
Enter your Bexio API key and grant Microsoft 365 admin consent. Setup in under 10 minutes — no local installation, no IT projects.
Define which Bexio project type creates which workspace structure. Set up folders, Planner boards, page templates and permission groups once.
From now on, every new Bexio project is fully and automatically reflected in Microsoft 365. No manual effort — your team finds everything immediately in the right place.
bexioLink is for Swiss SMEs that use Bexio as their ERP and Microsoft 365 as their collaboration platform — and want to finally eliminate manual duplicate work.
bexioLink is a SaaS integration developed by CNEXT that connects Bexio ERP with Microsoft 365. When a new project is created in Bexio, bexioLink automatically creates a Teams team, a SharePoint site and a Planner board — with the correct folder structure, permission groups and template configuration. Status changes, contact details and project status are synchronised bidirectionally. The solution targets Swiss SMEs that want to eliminate manual duplicate work between their ERP and Microsoft 365.
setup time: enter the Bexio API key, grant Microsoft 365 admin consent — no local installation, no IT project
CNEXTafter setup: every new Bexio project automatically generates the complete Microsoft 365 workspace structure
CNEXT Produktdatenall data stays in Swiss Microsoft 365 data centres — no transfer to third-party services, full audit trail
Microsoft Azure“Swiss SMEs lose time every day because their ERP and collaboration tools live in separate worlds. bexioLink closes that gap: enter it once in Bexio — and the complete Microsoft 365 workspace is created automatically. In growing SMEs that saves several hours per week very quickly.”
Marcel Haas— CEO & Solution Architect, CNEXT
Last updated: July 2026
Get started directly at bexiolink.cnext.ch or talk to us — CNEXT supports Swiss SMEs through the rollout.
Built by CNEXT — Microsoft Partner, Bern, Switzerland