Previous Step: How to create a Connectorly account
Add the Xero Projects & Power BI Connector
Once you've logged into Connectorly, click on the large + button to add the Connectorly for Xero Projects & Microsoft Power BI:
For Xero Projects & Power BI, two connectors will be created (and grouped together):
Connectorly for Xero Projects & Power BI (projects data)
Connectorly for Xero & Power BI (accounting data)
Connect to Xero
You need to connect both connectors to the same Xero company as described below.
Click Connect to Xero and follow the steps to choose the Xero Organisation you want to report on.
