Migrating from Bexio to Neoffice
Bring your entire history with you — contacts, items, invoices, quotes — without a single manual re-entry. The import connects directly to the Bexio API, your original PDFs are preserved, and you test on a disposable instance before going live.
What Neoffice adds to your migration
With Neoffice
Dedicated instance: predictable cost, unlimited users
Your ERP runs on your own Swiss VPS server
Accounting, CRM, stock, HR, projects and e-commerce in the same workspace
Nora prepares your documents and answers your questions
What we bring over from your Bexio
The import connects directly to the Bexio API in read-only mode. No manual export, no re-entry — your Bexio data is never modified.
Contacts & addresses
All your customers, their contacts and addresses become editable Neoffice records. Company ↔ person links and contact details are preserved.
Items & prices
Products and services transferred with their selling and purchase prices, units, item groups and VAT rates.
Customer invoices
All your sales invoices with their line details, archived and searchable — the original PDF remains attached to each invoice.
Supplier invoices
Your purchase invoices transferred as archives with the original PDF. The Swiss legal 10-year retention obligation is respected.
Quotes & orders
The history of your offers and customer orders, accessible at any time in your new instance.
Inbox & scans
Documents from your Bexio inbox become classifiable scans in Neoffice, ready to be processed.
Your migration
in 4 steps
Connection Bexio API
You generate an access token in your Bexio account. Neoffice connects in read-only mode — your Bexio data is never touched.
Analysis & preview
We run a dry run: the import lists everything that will be brought over, without creating anything. You approve the scope before continuing.
Test on disposable instance
The migration runs first on a test instance. You verify the result under real conditions. If something is off, we start again — zero risk.
Go live in production
Once approved, we replay the import on your definitive instance. Idempotent: no duplicates, line-by-line log.
One migration, three reliefs
Management
A predictable instance cost for the whole team
Your data with you, on a Swiss VPS, exportable at any time
One single platform to bring key modules together
manual re-entry — the Bexio API does all the work
of PDFs preserved — Swiss legal compliance
technical import time for a complete dataset
Neoffice advantages after Bexio
| Need | What Neoffice brings |
|---|---|
| Hosting | Dedicated instance on a Swiss VPS |
| Cost model | Instance flat rate with unlimited users |
| Accounting & Swiss VAT | VAT return, QR invoicing and bank reconciliation in the same instance |
| CRM & customer relations | Customer follow-up, opportunities and commercial history built in |
| Stock & items | Items, prices, stock movements and inventories connected to sales |
| HR & Swiss payroll | HR records, absences, expenses and Swiss payroll in the same environment |
| Project management | Projects, tasks, time, purchases and profitability in one place |
| E-commerce & webshop | Catalogue, web orders and invoicing connected to the ERP |
| AI assistant | Nora — chat, voice, automations and answers based on your data |
| Source code | Open Frappe / ERPNext foundation, customisable to your needs |
| Your data | Data with you, exportable at any time |
Migration from Bexio is included in your Neoffice onboarding. We handle the API connection, the analysis, the test and the switchover — you approve at every step.
Frequently asked questions — Migrating from Bexio to Neoffice
Will I lose my history?
How long does the migration take?
What about my invoice PDFs?
How do I work during the migration?
My data is not clean — missing emails, badly formatted phone numbers…
What if I want to roll back?
Ready to migrate ?
Chat with Nora, our AI assistant, to discuss your data migration.
- Your data stays safe, hosted in Switzerland.
- Migration tested on a throwaway instance before going live.
- We guide you through every step.
Propulsé par IA locale — vos données restent en Suisse