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How to connect Bexio and Square
Create a New Scenario to Connect Bexio and Square
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Bexio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Bexio or Square will be your first step. To do this, click "Choose an app," find Bexio or Square, and select the appropriate trigger to start the scenario.
Add the Bexio Node
Select the Bexio node from the app selection panel on the right.
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Add the Square Node
Next, click the plus (+) icon on the Bexio node, select Square from the list of available apps, and choose the action you need from the list of nodes within Square.
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Authenticate Square
Now, click the Square node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Square settings. Authentication allows you to use Square through Latenode.
Configure the Bexio and Square Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Bexio and Square Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Bexio, Square, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Bexio and Square integration works as expected. Depending on your setup, data should flow between Bexio and Square (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Bexio and Square
Square + Bexio + Slack: When a new paid order is created in Square, a sales invoice is generated in Bexio. Subsequently, a notification is sent via Slack to the sales team, informing them of the new invoice.
Square + Bexio + Google Sheets: A new paid order in Square triggers an update of the product inventory in Bexio. Following the inventory update, the sales data is logged in a Google Sheet for reporting purposes.
Bexio and Square integration alternatives
About Bexio
Sync Bexio contacts, invoices, or products with other apps via Latenode. Automate accounting tasks: trigger invoice creation from new orders or update customer data across your stack. Latenode's visual editor simplifies building complex workflows, and its JavaScript node adds flexibility beyond Bexio's defaults.
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About Square
Automate Square tasks in Latenode: sync payments with accounting, trigger fulfillment on successful transactions, and send custom invoices based on CRM data. Use visual workflows to connect Square with other apps, add logic with JS, and scale without step limits. Streamline finance operations.
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See how Latenode works
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FAQ Bexio and Square
How can I connect my Bexio account to Square using Latenode?
To connect your Bexio account to Square on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Bexio and click on "Connect".
- Authenticate your Bexio and Square accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync Square transactions to Bexio automatically?
Yes, you can! Latenode lets you sync Square transactions directly into Bexio using a visual interface. Ensure accurate financial reporting and save time by automating data transfers.
What types of tasks can I perform by integrating Bexio with Square?
Integrating Bexio with Square allows you to perform various tasks, including:
- Automatically create Bexio invoices for new Square transactions.
- Update customer contact information in Bexio based on Square data.
- Track Square payment statuses within your Bexio accounting system.
- Generate daily sales reports in Bexio from Square transaction data.
- Trigger Bexio journal entries for Square payouts and refunds.
How does Latenode handle complex Bexio data transformations?
Latenode provides flexible tools to transform data, including JavaScript blocks and AI, enabling customized data processing for Bexio.
Are there any limitations to the Bexio and Square integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration may require custom configuration.
- Complex tax calculations may need custom JavaScript implementation.
- Real-time data synchronization depends on API availability from both services.
