Connectorly

This article provides an overview on data available from Xero to report with in Microsoft Power BI with Connectorly.

Overview

Accounts (aka Ledgers) are the records that create the Chart of Accounts, and are used  to classify financial transactions.

Accounts

Full details on the Bank Transactions data available in Microsoft Power BI from Xero with Connectorly.

Bank Transactions

Full details on the Bank Transfers data available in Microsoft Power BI from Xero with Connectorly.

Bank Transfers

Full details on the Budget data available in Microsoft Power BI from Xero with Connectorly.

Budgets

Full details on the Contact data available in Microsoft Power BI from Xero with Connectorly.

Contacts

Full details on the Dates available in Microsoft Power BI from Xero with Connectorly.

Dates

Full details on the Invoice data available in Microsoft Power BI from Xero with Connectorly.

Invoices

Full details on the Journal data available in Microsoft Power BI from Xero with Connectorly.

Journals

Organisations

Overpayments

Payments

Prepayments

Products

Purchase Orders

Quotes

Nick Maxwell

Laszlo Molnar

Details on our easy to work with, substantially enriched Xero data model

The Connectorly Xero Data Model

Find answers and get help from Intercom Support and Community Experts

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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