bexio + TMetric Integration

bexio and TMetric are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in bexio, do you also create a task in TMetric? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.

If you're using TMetric to track time and work hours, it's important to create separate project for each company you're working for.

When you create a company in bexio, use this automation to create a project in TMetric. This will help keep your time tracking organized and easy to access.

If you're using bexio and TMetric to track time for your projects, you'll want to make sure that the contact you create in bexio is also created as a client in TMetric.

This will ensure that time tracked for that contact is attributed to the correct client in TMetric, and that you can easily generate reports and invoices for them.

But having to do this manually can be a lot of a pain. But never fear, there's an easy way to fix this! Just activate this automation, connect the accounts and you are all set.