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Connectorly for Xero and Microsoft Power BI
Connectorly for Xero and Microsoft Power BI

Infinitely flexible reporting across your Xero Organisations

What is Connectorly for Xero and Power BI?Use the power of the premier BI platform from Microsoft with all Xero financial data
Setup Connectorly for Xero and Microsoft Power BIFollow these steps to easily connect your Xero Organisation with Microsoft Power BI
Get started with the Connectorly for Xero and Power BI TemplatesThe quickest way to visualise your Xero data in Power BI is with the Connectorly templates
How to bring Xero data into Microsoft Power BI DesktopFollow these steps so to begin working with Xero data in Microsoft Power BI.
Pre-requisites: Xero and Microsoft Power BIConnectorly for Xero and Microsoft Power BI has the following pre-requisites.
The Connectorly Xero Data ModelThis article provides an overview on data available from Xero to report with in Microsoft Power BI with Connectorly.
AccountsAccounts (aka Ledgers) are the records that create the Chart of Accounts, and are used to classify financial transactions.
InvoicesFull details on the Invoice data available in Microsoft Power BI from Xero with Connectorly.
JournalsFull details on the Journal data available in Microsoft Power BI from Xero with Connectorly.
BudgetsFull details on the Budget data available in Microsoft Power BI from Xero with Connectorly.
ContactsFull details on the Contact data available in Microsoft Power BI from Xero with Connectorly.
DatesFull details on the Dates available in Microsoft Power BI from Xero with Connectorly.
Connectorly for Xero and Power BI pricingConnectorly for Xero and Power BI subscription types and pricing in AUD, EUR, GBP, NZD and USD.
How to update data in Power BIXero data is synced every hour. But you can force an update by clicking the Connectorly logo.
Bank TransactionsFull details on the Bank Transactions data available in Microsoft Power BI from Xero with Connectorly.
How to solve the SSL problem in Power BI when you try to connect to a file in SharePoint?Power BI reports SSL problem when you try to connect to a file in SharePoint
How to use a file from SharePoint as your data source in Power BI?Use this method to connect to any file in your SharePoint and use it as Power BI data source.