Description

@zurdai/n8n-nodes-bexio

This is an n8n community node that provides comprehensive integration with the Bexio API.

Bexio is a Swiss business software solution for accounting, invoicing, contact management, and more.

n8n is a fair-code licensed workflow automation platform.

Installation

Follow the installation guide in the n8n community nodes documentation.

Community Nodes (Recommended)

1. Go to Settings > Community Nodes in your n8n instance
2. Select Install
3. Enter @zurdai/n8n-nodes-bexio in Enter npm package name
4. Agree to the risks of using community nodes
5. Select Install

Manual Installation

To install this node manually in your n8n instance:

npm install @zurdai/n8n-nodes-bexio

Credentials

The Bexio and Bexio Trigger nodes support two authentication methods. Pick one in the node’s
Authentication field:

| Authentication | Credential | Best for |
|—|—|—|
| Access Token (default) | Bexio API | One Bexio company, quick setup with a Personal Access Token |
| OAuth2 | Bexio OAuth2 API | Apps registered in the Bexio Developer Portal, several users or companies |

Access Token (Personal Access Token)

1. Go to the Bexio Developer Portal
2. Create a Personal Access Token (PAT)
3. Copy the token (it will only be shown once!)
4. In n8n, create a Bexio API credential
5. Paste your Personal Access Token

📖 Detailed Setup Guide: See Bexio Developer Portal, create an app and copy its
Client ID and Client Secret
2. Add the OAuth Redirect URL shown in the n8n credential dialog as a redirect URL of the app
3. In n8n, create a Bexio OAuth2 API credential, paste Client ID and Client Secret
4. Adjust Scope to the resources you use (keep offline_access so n8n can refresh the token),
e.g. openid profile email companyprofile offlineaccess contactshow contactedit kbinvoiceshow kbinvoiceedit
5. Select Connect my account and log in to Bexio

Available Permissions

When creating your Personal Access Token, you can select permissions for:

Contacts: View, create, edit, and delete contacts (customers and suppliers)
Invoices: View, create, edit, and delete invoices
Quotes: View, create, edit, and delete quotes (offers)
Orders: View, create, edit, and delete orders
Items/Products: View, create, edit, and delete items (products and services)
Banking: View bank accounts and manage payments
Company: Access company profile information

Recommended: Enable all permissions for the resources you plan to use when creating the token. You can always create a new token with different permissions if needed.

Operations

This node focuses on essential business operations with the following resources:

Contact (Customers & Suppliers)

• Create: Create a new contact (person or company)
• Delete: Delete a contact
• Get: Retrieve a single contact
• Get Many: Retrieve multiple contacts
• Search: Search contacts with criteria
• Update: Update a contact

Contact Relation

• Create: Link a person to a company
• Delete, Get, Get Many, Search, Update

Additional Address

• Create: Add an address to a contact, for example a delivery address
• Delete, Get, Get Many, Search, Update

Invoice

• Create: Create a new invoice
• Delete: Delete an invoice
• Get: Retrieve a single invoice
• Get Many: Retrieve multiple invoices with advanced filtering

– Filter by status: Draft, Pending, Paid, Partial, Canceled, Unpaid
– Quick filters: Overdue Only, Unpaid Only
– Supports pagination or “Return All” option

• Get PDF: Download invoice as PDF
• Issue: Issue an invoice
• Mark as Sent: Mark invoice as sent
• Search: Search invoices with criteria
• Send: Send invoice via email
• Update: Update an invoice

Item (Products/Services)

• Create: Create a new item
• Delete: Delete an item
• Get: Retrieve a single item
• Get Many: Retrieve multiple items
• Search: Search items with criteria
• Update: Update an item

Quote (Offers)

• Create: Create a new quote
• Delete: Delete a quote
• Get: Retrieve a single quote
• Get Many: Retrieve multiple quotes
• Get PDF: Download quote as PDF
• Issue: Issue a quote
• Search: Search quotes with criteria
• Update: Update a quote

Order

• Create: Create a new order
• Delete: Delete an order
• Get: Retrieve a single order
• Get Many: Retrieve multiple orders
• Get PDF: Download order as PDF
• Search: Search orders with criteria
• Update: Update an order

Banking

• Get Bank Accounts: Retrieve bank accounts
• Get Payments: Retrieve multiple payments
• Get Payment: Retrieve a single payment
• Create Payment: Create a new payment

Trigger (Bexio Trigger node)

Bexio does not offer natively documented webhooks for status/cancellation
events, so the Bexio Trigger node works by polling the API on a schedule
(the poll interval is configured on the node) and starting your workflow when
records appear or change. Already-seen records are never emitted twice — state
is kept in the workflow’s static data.

Resources: Contact, Invoice, Order, Quote, Item

Events:

• Created — emits only newly created records (detected via increasing record ID).
• Created or Updated — emits new and changed records (detected via

updated_at). This is the option to use for **invoice/order status changes and
cancellations. For Item** it automatically falls back to created-only, since
the article resource has no updated_at field.

Behaviour notes:

• On first activation the node stores a watermark and emits nothing (no

historical replay). In manual/test mode (“Fetch Test Event”) it returns the most
recent record so you can wire up the workflow.

• Uses the same Bexio API (Personal Access Token) credentials as the action node.

Usage Examples

Example 1: Create a Contact

1. Add a Bexio node to your workflow
2. Select Contact as the resource
3. Select Create as the operation
4. Choose Contact Type (Company or Person)
5. Enter Name 1: the company name, or the last name of a person
6. Add further details: Name 2 (first name of a person), street, email, etc.

Example 2: Create and Send an Invoice

1. Create an invoice using the Invoice resource with Create operation
2. Add invoice positions (line items) as JSON
3. Use Issue operation to finalize the invoice
4. Use Send operation to email the invoice to the customer

Example 3: Create a Quote and Convert to Order

1. Create a quote using the Quote resource with Create operation
2. Add quote positions (line items) as JSON
3. Use Issue operation to finalize the quote
4. Once accepted, create an order from the same data using the Order resource

Example 4: Get All Overdue Invoices

1. Add a Bexio node to your workflow
2. Select Invoice as the resource
3. Select Get Many as the operation
4. Enable Return All to get all invoices
5. Under Options, enable Overdue Only filter
6. This will return all invoices with overdue status

API Documentation

For detailed information about the Bexio API, visit:

• Bexio API Documentation
• Bexio Developer Portal

Compatibility

• Tested with n8n version 1.0.0 and above
• Uses Bexio API v2.0 and v3.0 endpoints
• All endpoints verified and tested against Bexio API documentation

Resources

• n8n community nodes documentation
• Bexio API Reference

Support

For issues and feature requests, please create an issue on the https://impulsai.ch

Development

Setup

Install dependencies
npm install
Build the node
npm run build
Run linter (n8n-node lint, same rules as the n8n Cloud verification)
npm run lint
Fix linting issues
npm run lint:fix
Run tests
npm test
Start n8n locally with the node loaded
npm run dev

Releasing

Releases are published to npm by GitHub Actions (.github/workflows/publish.yml) with an npm
provenance statement, as required for verified community nodes. Run npm run release on main
to bump the version, tag and push; the workflow then publishes the package.

Project Structure

@zurdai/n8n-nodes-bexio/
├── credentials/
│   ├── BexioApi.credentials.ts          # Personal Access Token
│   └── BexioOAuth2Api.credentials.ts    # OAuth2
├── nodes/
│   └── Bexio/
│       ├── Bexio.node.ts                # Main node implementation
│       ├── GenericFunctions.ts          # API request helpers
│       ├── OperationsHandlers.ts        # Resource operation handlers
│       └── descriptions/
│           ├── ContactDescription.ts     # Contact resource fields
│           ├── InvoiceDescription.ts     # Invoice resource fields
│           ├── ItemDescription.ts        # Item resource fields
│           ├── QuoteDescription.ts       # Quote resource fields
│           ├── OrderDescription.ts       # Order resource fields
│           └── BankingDescription.ts     # Banking resource fields
├── icons/                               # Node and credential icons (light/dark)
├── test/                                # Unit and API documentation conformance tests
├── package.json
├── tsconfig.json
├── eslint.config.mjs
└── README.md

License

MIT

Author

Daniel Zurmühle ([email protected]) impulsai.ch

Version History

1.3.2 (Current) – @zurdai/n8n-nodes-bexio

• Contact details updated (email, phone, website)

1.3.1 – @zurdai/n8n-nodes-bexio

• OAuth2 authentication next to the Personal Access Token
• Built, linted and published with the n8n-node CLI (n8n Cloud verification requirements)
• No runtime dependencies; “Limit” fields default to 50 results

1.3.0 – @zurdai/n8n-nodes-bexio

• Full comparison with the Bexio API documentation, see CHANGELOG.md
• Contact Type labels were swapped and are now correct: check saved contact workflows
• Dropdowns, Banking, invoice status and send, quote and order update and search corrected
• New resources: Contact Relation, Additional Address

1.2.2 – @zurdai/n8n-nodes-bexio

• Updated author website URL to impulsai.ch

1.2.1 – @zurdai/n8n-nodes-bexio

• Updated author/contact email

1.2.0 – @zurdai/n8n-nodes-bexio

• New: Bexio Trigger node (polling) for Contact, Invoice, Order, Quote, and Item

– Events: Created (via record ID) and Created or Updated (via updated_at,
catches invoice/order status changes and cancellations)
– No historical replay on activation; de-duplicated via workflow static data
– Reuses the existing Personal Access Token credentials

• Shared request layer (bexioApiRequest) now also supports the polling context

1.1.0 – @zurdai/n8n-nodes-bexio

• Node Improvements: Added required fields (userid, ownerid) for Contact, Invoice, Quote, and Order resources
• Comprehensive Test Suite: Created full test coverage for all 87 operations across 14 resources

– 85.88% success rate (73/85 tests passing)
– Automated test runner with JSON and HTML reports
– Dynamic test data fetching to adapt to any Bexio account

• API Integration Fixes: Improved error handling and field validation
• Developer Experience: Better error messages and complete test documentation

1.0.5 – @zurdai/n8n-nodes-bexio

• Security Fixes: Fixed all dependency vulnerabilities (npm audit: 0 vulnerabilities)
• Added JSON parsing error handling
• Added DoS protection with pagination limits
• Implemented missing getLanguages LoadOptions method

1.0.0 – @zurdai/n8n-nodes-bexio

• New Scoped Package: Republished as @zurdai/n8n-nodes-bexio under zurdai organization
• All features from the previous package (v1.0.16) included
• Comprehensive PDF binary download support for Invoice, Quote, and Order
• 6 essential business resources: Banking, Contact, Invoice, Item, Order, Quote
• Personal Access Token (PAT) authentication
• All API endpoints verified and tested

Previous Package (n8n-nodes-bexio) – Deprecated

The package was previously published as n8n-nodes-bexio (versions 1.0.0 – 1.0.16, now deprecated).
All functionality has been migrated to the scoped package @zurdai/n8n-nodes-bexio.

For complete version history of the previous package, see CHANGELOG.md.