We are excited to introduce our latest product: bexioLink – the bridge between Bexio ERP and the Microsoft 365 ecosystem. Bexio is now fully integrated with Microsoft Teams, SharePoint, and Planner. Swiss SMEs can finally synchronize their project data seamlessly between both worlds.
The Problem: Data Silos Between ERP and Collaboration
Many Swiss companies use Bexio as their ERP system for projects, invoicing, and customer management. At the same time, teams work daily in Microsoft 365 – with Teams, SharePoint, and Planner. The result: data silos, manual double work, and lack of overview.
Every time a new project is created in Bexio, a Teams channel must be manually created, a folder structure set up in SharePoint, and a Planner board configured. This costs 15 minutes per workspace – time that could be spent on value-adding work.
The Solution: bexioLink
bexioLink solves this problem once and for all. Our solution connects Bexio via a modern REST API directly to Microsoft 365 and automates the entire workspace lifecycle.
How It Works
1. Connect – Connect your Bexio and Microsoft 365 accounts in just a few minutes. No complicated setup, no IT department needed.
2. Configure – Choose templates, define rules, and customize everything to your needs. bexioLink offers intelligent templates with channels, Planner boards, folder structures, and channel-specific configuration.
3. Automate – From now on, workspaces are automatically created and synchronized. When a project is created in Bexio, the matching digital workspace is automatically created in Microsoft 365.
10 Features for Successful Projects
Fully Integrated with Bexio
Full Bexio API integration with automatic project synchronization. Your project data flows seamlessly into Microsoft 365 – no manual entries or copy-paste.
Automatic Workspace Creation
Automatically create Teams and SharePoint workspaces when Bexio projects are created. This saves 15 minutes per workspace and eliminates error sources.
Intelligent Templates
Use templates with pre-configured channels, Planner boards, folder structures, and channel-specific configuration. Every project starts productively right away.
Selective Project Import
Import Bexio projects selectively with filters by project type and status. You decide which projects are synchronized.
Automatic Synchronization
Scheduled auto-synchronization with configurable intervals keeps everything up to date. Changes in Bexio are automatically reflected in Microsoft 365.
Governance & Compliance
Non-blocking governance rules with warning notifications. GDPR and Swiss DPA compliant – so your data stays secure.
Template Assignment Rules
Automatic template assignment based on project type or naming pattern. The right setup for every project type – automatically.
Notification System
In-app notifications with activity tracking and comprehensive event logging. You always maintain full oversight.
Microsoft Planner Integration
Automatic Planner boards with buckets and tasks per channel. Your project management starts immediately with the right structure.
Guest Access Control
Configurable guest access per template with granular permission controls. External partners receive exactly the right access permissions.
Pricing – Fair Models for Swiss SMEs
bexioLink offers three main products for project management:
- Teams Basic (CHF 649/year) – Up to 50 new projects per year, automatic data integration, Teams app, workspace creation, governance and lifecycle
- Teams Enterprise (CHF 1,250/year) – More than 50 projects, all Basic features plus extended configuration options
- SharePoint Standard (CHF 450/year) – Project management directly in Microsoft SharePoint with automated folder structures
Extensions
- Power Platform Connector (CHF 250/year) – Integration with Power Apps, Power Automate, Power BI, and Copilot Studio
- Graph Connector (CHF 250/year) – Integration with Microsoft Graph API for custom development
- Azure AI & OpenAI (CHF 999/year) – AI integration with Azure AI, OpenAI, and Virtual Agents
The Bexio + M365 Ecosystem
bexioLink is more than a simple interface. It connects your Bexio ERP seamlessly with the entire Microsoft 365 ecosystem, creating fully digitized processes, clear structures, and a chaos-free ICT environment.
The data flow: Bexio ERP → bexioLink → Microsoft Teams, SharePoint, Planner, and Power Platform. Finally, the data silos are dissolved.
Try It Free
See for yourself: bexioLink offers a 30-day free trial. No credit card required, setup in 5 minutes.
Visit bexiolink.cnext.ch and get started today. Connect your Bexio with Microsoft 365 and experience how automated processes transform your daily work.
Conclusion
bexioLink closes the gap between Bexio ERP and Microsoft 365. Swiss SMEs benefit from automated workflows, less manual work, and a fully digitized project landscape. Made in Switzerland – for Swiss enterprises.