Previous Step: Setup Connectorly for Xero and Power BI
Overview
Once you have connected to Xero the quickest way to get started is to:
Open the template in Microsoft Power BI desktop
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:
