Connectorly

Use the power of the premier BI platform from Microsoft with all Xero financial data

What is Connectorly for Xero and Power BI?

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

Connectorly for Xero and Power BI pre-requisites

Connect a Xero Organisation with Microsoft Power BI by following these steps

Setup Connectorly for Xero and Microsoft Power BI

The quickest way to visualise your Xero financial data in Power BI is with our pre-built templates

Get started with the Connectorly for Xero and Power BI Templates

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Getting Started

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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