Connectorly

A <a href="https://help.connectorly.io/en/articles/8147867-how-to-create-a-connectorly-account">Connectorly user account</a>. ​

A <a href="https://help.connectorly.io/en/articles/8260530-how-to-pay-for-a-connectorly-subscription">paid subscription</a> once your trial ends to ensure that your data is up-to-date.

1. A <a href="https://help.connectorly.io/en/articles/8147867-how-to-create-a-connectorly-account">Connectorly user account</a>. ​
2. A <a href="https://help.connectorly.io/en/articles/8260530-how-to-pay-for-a-connectorly-subscription">paid subscription</a> once your trial ends to ensure that your data is up-to-date.

To grant Connectorly access to Xero data, requires a Xero user with Adviser permission.

1. An existing Xero subscription
 
2. To grant Connectorly access to Xero data, requires a Xero user with Adviser permission.

A Windows PC with the latest version of Microsoft Power BI Desktop installed. ​

You can download Microsoft Power BI Desktop for free from the Windows Store. ​

You can't run Power BI on a Mac, unless you use additional software such as Parallels Desktop for Mac. From experience, on a modern, Apple Silicon Mac, Power BI Desktop runs well. ​ We recommended 16GB of RAM or more and an i7 or i9 processor.

Microsoft Power BI desktop limits the amount of data it shows if there is insufficient RAM.

You will need a Microsoft Power BI license for every one that you want to be able to see your published reports.

1. A Windows PC with the latest version of Microsoft Power BI Desktop installed. ​
 You can download Microsoft Power BI Desktop for free from the Windows Store. ​
 You can't run Power BI on a Mac, unless you use additional software such as Parallels Desktop for Mac. From experience, on a modern, Apple Silicon Mac, Power BI Desktop runs well. ​ We recommended 16GB of RAM or more and an i7 or i9 processor. 
 Microsoft Power BI desktop limits the amount of data it shows if there is insufficient RAM.
 
2. You will need a Microsoft Power BI license for every one that you want to be able to see your published reports.

___________________________________________________________

Next Steps: <a href="https://help.connectorly.io/en/articles/8147867-how-to-create-a-connectorly-account">How to create a Connectorly account</a>, <a href="https://help.connectorly.io/en/articles/8092459-setup-connectorly-for-xero-and-microsoft-power-bi">Setup Connectorly for Xero and Microsoft Power BI</a>

Before you begin, check you have the following...

Connectorly for Xero and Power BI pre-requisites

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Connectorly for Xero and Power BI pre-requisites

Connectorly Requirements

Xero Requirements

Microsoft Power BI Requirements