In Eturnity Expert, you have the option to connect it with the ERP/CRM system, Bexio using your personal account, to enable automated data transfer.
- Go to the Settings > Integrations > ERP/CRM menu.
- On the dropdown menu, select Bexio
- Click on Establish connection button to create a connection
- You will then be redirected to Bexio where you have to login using your personal Bexio account
- Your connection is now active