Integrations
The Settings › Integrations tab brings together everything that connects To Bill to other software and services: bringing in your data from old software, passing your entries on to your fiduciary, collecting payments by card or TWINT.
Open the catalogue
Open Settings, at the bottom of the left-hand menu, then Integrations. You can also type “Integrations” or the name of a piece of software (bexio, Stripe…) in the search: this is also the way in for people who do not have the permission to manage the settings.
- The Search integrations field finds a card by its name.
- The categories filter the catalogue: All, Import from, Export to, Payments and banks, Fiduciary accounting. The figure shows the number of cards.
- Each card’s badge says where it stands:
| Badge | Meaning |
|---|---|
| Available | You can use it straight away. |
| Connected | It is already in place for your company. |
| With Accounting | It requires the Accounting module. See Switch on modules. |
| By invitation | It is switched on when your fiduciary invites you. |
| Coming soon | It is not available yet. Notify me signs you up: To Bill will write to you when it is. |
If your role does not give you access to an integration, its card says so: Your role does not allow you to use this integration.
Import from other software
| Card | What it brings in | Guide |
|---|---|---|
| bexio | Contacts, products, open invoices and the trial balance, from bexio’s exports. You see a preview before anything is saved. | Import from bexio, Moving your books from other software |
| Excel / CSV | Your clients (Import clients) or your items (Products) from a CSV, Excel or JSON file, choosing how the columns match. | Create and manage your clients, Items |
| PDF invoices | Your old invoices as PDFs, read automatically then checked by you before the import. | Import from bexio |
Banana, Abacus, AbaNinja, Crésus, WinBIZ, Run my Accounts, KLARA, CashCtrl and Sage 50 are marked Coming soon: in the meantime, export your clients and items from this software to Excel or CSV and use the Excel / CSV card.
Export to your fiduciary
The Banana, Abacus, Crésus, WinBIZ and VAT return (eCH-0217) cards produce files from your accounting. They require the Accounting module; without it, they show Requires the Accounting module. See Exports for your fiduciary and Upload the VAT return to the FTA Portal.
Payments and banks
| Card | What it does | Guide |
|---|---|---|
| Stripe | Your clients pay your invoices by card. Connect, then Manage once it is linked. | Get your invoices paid online |
| TWINT | Your clients pay your invoices in francs by TWINT, through Stripe. | Card and TWINT payments (Stripe) |
| QR-bill | Set up opens the QR-bill settings. | The QR-bill |
| Camt.054 credit advice | Import reads your bank’s file and records the payments received on your invoices. | Collections |
| Bank statements | Import your camt.053 or camt.052 statements, or a CSV export from your bank, and reconcile them line by line. Requires accounting. | Import a bank statement |
Fiduciary accounting
The To Bill Cockpit card is for companies followed by a fiduciary: your fiduciary keeps your books in their cockpit, on the same figures, without exchanging files. They invite you from the cockpit; you have nothing to install. See The fiduciary cockpit.
No developer access
To Bill does not offer an API key or webhooks to connect your own programs. Exchanges go through the files and the integrations above.