Integrating Bexio with Augment is a straightforward process, but you need to do it with caution and step-by-step. Bellow, we go through the process step by step.
What needs to be done - top-level points:
- You'll need an Augment account - you can create a new one (free trial) here
- You'll need to log in to your Bexio account
Step by step guide:
Step 1: Log into your Augment Account
Step 2: Navigate to Integrations page by clicking on "Connect" button. Or go directly here
Step 3: Click on Bexio from Integrations list
Step 4: Log in to your Bexio account
Step 5: Click Allow
That's all that needs to be done. After the connection is set up please allow up to several hours before your data actually appears in the Augment app. Basically, we need to import your data and calculate sales forecasts and optimum purchase order proposals. This is a large computation operation and takes some time. Once Augment will be ready you'll receive an email.
Good luck!