Introduction to Bexio

Bexio is a comprehensive business software specifically designed for small and medium-sized enterprises. It offers a user-friendly platform to manage accounting, customer relationship management (CRM), invoicing, and more. Bexio streamlines business operations to enhance productivity and efficiency.

Benefits of Using IdentityCheck for ID Verification in Bexio

Integrating IdentityCheck with Bexio opens up numerous possibilities for businesses. Here’s how you can benefit:

• Verify Client Identities: Ensure that your customers are who they claim to be, with seamless ID verification processes integrated directly into Bexio.
• Streamlined Onboarding: Accelerate your customer onboarding process by automating ID verification, reducing wait times, and improving customer experience.
• Fraud Prevention: Enhance security and reduce the risk of fraudulent activities by implementing robust ID checks.
• Compliance: Ensure that your business adheres to necessary regulatory requirements by maintaining accurate records of verified identities.

Setting Up Integration between IdentityCheck and Bexio

Follow these straightforward steps to set up the integration between IdentityCheck and Bexio using Zapier:

1. Log in to your Zapier account. If you don’t have an account, you will need to create one.
2. Navigate to the Zapier Dashboard and click on “Make a Zap”.
3. Select Bexio as the trigger app and choose an appropriate trigger event (e.g., a new contact is added).
4. Connect your Bexio account to Zapier by following the on-screen instructions.
5. Next, choose IdentityCheck as the action app and select the appropriate action (e.g., perform ID verification).
6. Connect your IdentityCheck account to Zapier by following the on-screen instructions.
7. Map the necessary data fields between Bexio and IdentityCheck.
8. Test the Zap to ensure everything works smoothly.
9. Name your Zap and turn it on.

How to Use IdentityCheck for ID Verification in Bexio

Once the integration is set up, using IdentityCheck for ID verification in Bexio is simple:

1. Add a new contact in Bexio. This action triggers the automation to start the ID verification process.
2. The contact details are automatically sent to IdentityCheck.
3. IdentityCheck processes the ID verification and updates the status in Bexio.
4. Check the verification status within your Bexio account to see if the ID verification was successful or if further action is needed.

Using IdentityCheck with Bexio helps automate and streamline your client onboarding process while ensuring robust ID verification procedures.