Bexio API Python Client¶

Bexio API Python Client. It works as a standalone lib in python, but needs additional work to get it started. There is a Django integration, that works out of the box, once you set it up properly as described later. If you wish to use it with Python alone, you can take a look at the Django integration. It shows how you can use it with python alone.

Features¶

API connection to your Bexio instance
Django integration
Creation & Auto-renewal of access token

Documentation¶

The full documentation is at https://bexio-api-python-client.readthedocs.io.

Quickstart¶

Install Bexio API Python Client:

pip install bexio-api-python-client

If you are using anything other than Django with this module, you need to write some more code to authenticate and use the API. Check out the Django parts of the module to see how it can be done.

Django Integration¶

You can use the API directly with Django. There are URLs, Views and other helpers to integrate the API into your Django project.

Add it to your INSTALLED_APPS:

INSTALLED_APPS = (
    ...
    'bexiopy.apps.BexiopyConfig',
    ...
)

Add Bexio API Python Client’s URL patterns to your main urls.py:

from bexiopy import urls as bexiopy_urls


urlpatterns = [
    ...
    url(r'bexiopy/', include('bexiopy.urls', namespace='bexiopy')),
    ...
]

Start your server and visit the homepage (e.g. localhost:8000). You should see a navigation bar at the top where you can click on “Authenticate” to create your token. Afterwards, you should see some data on the front page, if you have any data in your Bexio instance.

Docker¶

If you use docker, you can configure a volume to store the token:

Example:

# docker-compose.yml
volumes:
    bexio_token: {}

services:
    app:
        volumes:
            - bexio_token:/app/secrets

# app/Dockerfile
...
RUN mkdir /app/secrets
...

Basic Usage¶

See docs for basic usage: https://bexio-api-python-client.readthedocs.io/en/latest/bexiopy.html#bexiopy.api.Client

You can also use helper functions, so you don’t need to create the call every time (see docs). These helper functions are added over time, but you can use the API fully, with the call function. The helper methods only offer nicer ways to query the API (e.g. Bexiopy().contacts.get(2)). The progress of the helper functions are documented below under “Progress”.

Settings¶

Configure the minimum settings.py (check docs for all options):

BEXIO_CLIENT_SECRET = 'my_secret'
BEXIO_CLIENT_ID = 'my_id'
BEXIO_APPLICATION_SCOPES = ['my_scope_1', 'my_scope_2']
BEXIO_APPLICATION_REDIRECTION_URL = 'https://example.com'

Start the server and go to /bexiopy/auth/ and authenticate with Bexio.

i18n URLs

If you have internationalized URLs, then make sure you place the Bexiopy url outside the internationalized ones, so it can be called without any language code (/bexiopy/auth/ instead of /en/bexiopy/auth/).

Running Tests¶

Does the code actually work?

source <YOURVIRTUALENV>/bin/activate
(myenv) $ pip install tox
(myenv) $ tox

Credits¶

Tools and libs used in creating this package:

Progress¶

[ ] = Open

[~] = In Progress

[X] = Done

[-] = Not possible / Ignored

Contacts¶

[X] List contacts
[X] Search contacts
[X] Show contact
[X] Create contact
[X] Overwrite contact
[X] Edit contact
[X] Delete contact
[ ] Bulk create contact

Salutations¶

[ ] List salutations
[ ] Search salutations
[ ] Show salutation
[ ] Create salutation
[ ] Overwrite salutation
[ ] Edit salutation
[ ] Delete salutation

Titles¶

[ ] List titles
[ ] Search titles
[ ] Show title
[ ] Create title
[ ] Overwrite title
[ ] Edit title
[ ] Delete title

Invoices¶

[X] List invoices
[X] Search invoices
[X] Show invoice
[X] Create invoice
[X] Overwrite invoice
[X] Edit invoice
[X] Delete invoice
[X] Show invoice pdf
[X] Copy invoice
[ ] Issue invoice
[ ] Mark invoice as sent
[ ] Send invoice
[ ] List comments
[ ] Search comments
[ ] Show comment
[ ] Create comment
[-] List payments
[-] Show payments
[-] Create payments
[-] Delete payments

Sponsorship¶

This project is maintained by Mathison AG | Mobile & Web Development.