Setting up Bexio connection in RIVAFY

To connect Bexio with RIVAFY, you need to generate an access token. Follow the steps below to create the token and complete the connection.

Step-by-Step Guide: 

  1. Log in to your RIVAFY account.
  2. Navigate to the Integrations page: https://app.rivafy.com/#/connections
  3. Locate the Bexio integration card and click on it.
  4. Step 1: Enable the syncs you would like to use.
  5. Step 2: Click on Fetch Access Token.
  6. You will be redirected to your Bexio account.
    Log in and select the relevant company name.
  7. A new access token will be automatically generated, and you will be redirected back to RIVAFY.
  8. Click on Connect to complete the setup.

Once connected, RIVAFY will start syncing data with Bexio based on the syncs you have enabled.