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Bexio Integration: How to Connect PSOhub to Bexio

Learn how to connect PSOhub to Bexio and automatically sync invoices between the two platforms

Published: 1 June 2026

Audience

  • Admin

Objective

This article explains how to set up the Bexio integration in PSOhub and how invoices are synced between the two platforms once the connection is active.

Prerequisites

You must have Admin user access in PSOhub.

You must have an active Bexio account with permission to authorize third-party integrations.

At least one revenue account must be configured in Bexio before connecting.

Steps

Connect PSOhub to Bexio

  1. Navigate to Global Settings (gear icon in the main menu) and select Integrations.
  2. Click Business Unit Apps tab.
  3. In the Select a Business Unit dropdown, select a business unit, if relevant.
  4. Locate the Bexio tile and click Connect.
  5. Click Proceed on the confirmation message.
    You will be taken to Bexio where you can to give permissions to PSOhub.
  6. If you agree, click Allow, otherwise, the integration cannot be setup.

 ⚠️ Important:  If you do not click Allow, the integration cannot be set up. Contact                           PSOhub support if you have concerns about the requested access rights. 

       7. You are returned to PSOhub and the connection test screen opens. Complete the following                      fields:
  • Revenue account — Enter the account number from Bexio that corresponds to your main revenue account. In Bexio, you can find available account numbers by opening an invoice manually and selecting an account from the line item dropdown.
  • Tax code — Enter the tax code you want to use for invoices sent to Bexio. Leave this field empty if you want PSOhub to apply the default sales tax code automatically.
       8. Click Test. PSOhub creates a test contact and invoice in Bexio to verify the connection. 

 📌 Note: If the test fails, PSOhub displays an error message, including any error returned          by Bexio. Review the message and correct the revenue account or tax code as needed            before retrying. 

       9. Once the test is successful, your connection is active and you are ready to start sending                              invoices to Bexio. 

Result

PSOhub is connected to Bexio. Invoices created in PSOhub will be sent to Bexio automatically when you click Send invoice. The Bexio invoice number is synced back to PSOhub, and payments registered in Bexio are reflected in PSOhub within two hours.

 📌 Note: Credit invoices and sending time and materials data as a PDF attachment                        alongside the invoice are not currently supported due to a limitation in the Bexio API. 

How the Invoice Flow Works

Once connected, invoices follow this sequence:

  1. Create an invoice in PSOhub.
  2. Click Send invoice.
  3. PSOhub creates the invoice in Bexio.
  4. All contract lines from the PSOhub invoice are added as line items in the Bexio invoice. If a different revenue account is specified on a contract line in PSOhub, that account is used for the corresponding line in Bexio.
  5. Bexio sends the invoice to the customer automatically, using the invoice email text from PSOhub as the message body.
  6. The Bexio invoice number is synced back to PSOhub.
  7. PSOhub checks every two hours whether a payment has been registered in Bexio. Once payment is confirmed, the invoice status in PSOhub is updated to Paid.

Next Steps

✅ Create and send your first invoice
Put the integration to work by creating an invoice in PSOhub and sending it directly to Bexio.
How to Invoice Your Projects from the Invoices Module

✅ Set up tax categories
Configure the correct tax categories in PSOhub to ensure invoices sync with the right tax codes in Bexio.
Managing Tax Categories in PSOhub

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