https://github.com/zurd46/n8n_node_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.
https://github.com/zurd46/n8n_node_bexio
bexio n8n n8n-automation n8n-nodes
Last synced: 3 months ago
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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.
- Host: GitHub
- URL: https://github.com/zurd46/n8n_node_bexio
- Owner: zurd46
- License: mit
- Created: 2025-11-12T10:18:22.000Z (7 months ago)
- Default Branch: main
- Last Pushed: 2025-11-14T14:02:54.000Z (7 months ago)
- Last Synced: 2026-03-21T16:26:56.853Z (3 months ago)
- Topics: bexio, n8n, n8n-automation, n8n-nodes
- Language: TypeScript
- Homepage: https://www.npmjs.com/package/@zurdai/n8n-nodes-bexio
- Size: 224 KB
- Stars: 3
- Watchers: 1
- Forks: 0
- Open Issues: 0
-
Metadata Files:
- Readme: README.md
- Changelog: CHANGELOG.md
- License: LICENSE.md
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README
# @zurdai/n8n-nodes-bexio
This is an n8n community node that provides comprehensive integration with the [Bexio API](https://docs.bexio.com/).
Bexio is a Swiss business software solution for accounting, invoicing, contact management, and more.
[n8n](https://n8n.io/) is a [fair-code licensed](https://docs.n8n.io/reference/license/) workflow automation platform.
## Installation
Follow the [installation guide](https://docs.n8n.io/integrations/community-nodes/installation/) 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](https://docs.n8n.io/integrations/community-nodes/risks/) of using community nodes
5. Select **Install**
### Manual Installation
To install this node manually in your n8n instance:
```bash
npm install @zurdai/n8n-nodes-bexio
```
## Credentials
This node uses **Personal Access Token (PAT)** authentication for simple and reliable API access.
### Setup Steps
1. Go to the [Bexio Developer Portal](https://developer.bexio.com/)
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 [PERSONAL_ACCESS_TOKEN_SETUP.md](PERSONAL_ACCESS_TOKEN_SETUP.md)
### 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
### 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, Partially Paid, Overdue, Cancelled
- 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
## 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** (Person or Company)
5. Fill in the contact details (name, email, address, 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](https://docs.bexio.com/)
- [Bexio Developer Portal](https://developer.bexio.com/)
## 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](https://docs.n8n.io/integrations/community-nodes/)
- [Bexio API Reference](https://docs.bexio.com/)
## Support
For issues and feature requests, please create an issue on the [GitHub repository](https://github.com/zurd46/n8n_node_bexio/issues).
## Custom Adjustments
If you need specific customizations or have special requirements for this integration, please contact:
- **Email**: daniel.zurmuehle@zurdai.com
- **Phone**: +41 79 127 55 54
## Development
### Setup
```bash
# Install dependencies
npm install
# Build the node
npm run build
# Run linter
npm run lint
# Fix linting issues
npm run lintfix
```
### Project Structure
```
@zurdai/n8n-nodes-bexio/
├── credentials/
│ ├── BexioApi.credentials.ts # PAT Authentication (Current)
│ └── BexioOAuth2Api.credentials.ts # OAuth2 (Deprecated)
├── nodes/
│ └── Bexio/
│ ├── Bexio.node.ts # Main node implementation
│ ├── GenericFunctions.ts # API request helpers
│ ├── OperationsHandlers.ts # Resource operation handlers
│ ├── bexio.svg # Node icon
│ └── 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
├── package.json
├── tsconfig.json
├── gulpfile.js
└── README.md
```
## License
[MIT](LICENSE.md)
## Author
Daniel Zurmühle (daniel.zurmuehle@zurdai.com) zurdai.com
## Version History
### 1.1.0 (Current) - @zurdai/n8n-nodes-bexio
- **Node Improvements**: Added required fields (`user_id`, `owner_id`) 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](CHANGELOG.md).