Previous Step: Setup Connectorly for Xero and Power BI
Overview
Once you have connected to Xero the quickest way to get started is with one of our free templates.
You'll need to:
Download a template
Open the template in Microsoft Power BI desktop
Enter the connection details
Read on or following the video for details.
Download a Template
You can download our templates from Connectorly for Xero and Microsoft Power BI Templates.
The library is frequently updated, so you may want to check back from time to time to see what is there.
Open the template in Microsoft Power BI desktop
Once you've downloaded a Power BI template, double-click to open it in Microsoft Power BI Desktop.
Enter the connection details
You will need to enter your unique connection settings, which are found in the Connectorly App:
Server and Database
You'll first need to enter the Server and Database details. Make sure to use your unique settings:
Username and Password
After you've entered the server and database details, you'll be asked to enter the username and password:
Once the data is loaded, the template will open:
