Connectorly for Xero and Microsoft Power BI
Infinitely flexible financial 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
Get started with the Connectorly for Xero and Power BI TemplatesThe quickest way to visualise your Xero financial data in Power BI is with the Connectorly templates
Pre-requisites: Xero and Microsoft Power BIConnectorly for Xero and Microsoft Power BI has the following pre-requisites.
Setup Connectorly for Xero and Microsoft Power BIFollow these steps to easily connect your Xero Organisation with Microsoft Power BI
How to bring Xero data into Microsoft Power BI DesktopFollow these steps so to begin working with Xero data in Microsoft Power BI.
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.
How to update data in Power BIXero data is synced every hour. But you can force an update by clicking the Connectorly logo.
Connectorly for Xero and Power BI pricingConnectorly for Xero and Power BI pricing.
The Connectorly Xero Data ModelThis article provides an overview on data available from Xero to report with in Microsoft Power BI with Connectorly.
Quotes
Products
Prepayments
Payments
Overpayments
Purchase Orders
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.
Bank TransactionsFull details on the Bank Transactions data available in Microsoft Power BI from Xero with Connectorly.
Bank TransfersFull details on the Bank Transfers data available in Microsoft Power BI from Xero with Connectorly.
OrganisationsDetails on the Xero Organisations data
Why Realised and Unrealised Currency Gains/Losses Differ from Xero's ReportsConnectorly calculates realised and unrealised currency gains differently than Xero, and it's normal to see discrepancies between the two.
How does Connectorly Generates Forecast Data?Connectorly produces reliable future cash flow forecasts by building on financial data directly from Xero.
Connectorly for Xero and Microsoft Power BI Templates
Download our free, customisable Microsoft Power BI templates to quickly visualise Xero financial data
Xero All-in-one templateIn this template we put everything together for Xero reporting
Xero Monthly Revenue by Service Actuals/Forecasting TemplateUse this template to analyse historic revenues and predict future revenue in Microsoft Power BI using Xero draft and repeating invoices.
Empty Connectorly for Xero and Microsoft Power BI TemplateAccess your data and build your own reports with a clean template design
Revenue vs Expense TemplateVisualise how your income and expenses change over time
Aged Debtors and Creditors TemplateAged Debt, Lifetime Sales, Last Sales activity and average days to pay for every Debtor and Creditor from Xero Financial data.
Balance Sheet TemplateA balance sheet is an important financial statement that provides a snapshot of a company's financial position at a specific point in time.
Profit & Loss templateP&L statements are essential tools for businesses of all sizes.
Xero Find Invoice templateEver spent too much time looking for an Invoice where you what was in the description but couldn't remember when you sent or received it?
Bank Accounts TemplateUse this template to see your bank account balances and your transactions
90-day Cashflow Forecast TemplateCreate automatic, interactive, weekly cashflow forecasts from Xero.