Skip to main content
All CollectionsConnectorly for Xero and Microsoft Power BI
Get started with the Connectorly for Xero and Power BI Templates
Get started with the Connectorly for Xero and Power BI Templates

The quickest way to visualise your Xero data in Power BI is with the Connectorly templates

Nick Maxwell avatar
Written by Nick Maxwell
Updated over 10 months ago

Overview

Once you have connected to Xero the quickest way to get started is to:

  1. Open the template in Microsoft Power BI desktop

  2. Enter your connection details

Follow our video or read on for details.

Download a Template

You can download any of our templates for free 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 connection details

You will need to enter your unique connection settings, which are found in the Connectorly App:

You'll first need to enter the Server and Database details. Make sure to use your unique settings:

Once you've entered these, you'll be asked to enter the username and password:

After the data is loaded the template will open:

Did this answer your question?