# Connectorly Help Center

> Hello. Lets get you connected :\)

## The Connectorly Platform

- [What is Connectorly?](https://help.connectorly.io/en/articles/8146022-what-is-connectorly.md): An Integration Platform as a Service \(iPaaS\) with a difference.
- [What's new in this release?](https://help.connectorly.io/en/articles/10547101-what-s-new-in-this-release.md): The Connectorly platform is continuously updated to introduce new features and fix bugs.
- [How to create a Connectorly account](https://help.connectorly.io/en/articles/8147867-how-to-create-a-connectorly-account.md): Your account gives you free trial access to all Connectorly products.
- [Creating a new Connectorly subscription](https://help.connectorly.io/en/articles/8070064-creating-a-new-connectorly-subscription.md): Once logged in, you can quickly add a new Connectorly subscription and start using it straight away.
- [How to share a Connectorly with someone else](https://help.connectorly.io/en/articles/8105727-how-to-share-a-connectorly-with-someone-else.md): Invite and share your Connectorlies with others so they can view or manage them, for example, to connect an app \(like Xero\)
- [User roles and access levels](https://help.connectorly.io/en/articles/8105715-user-roles-and-access-levels.md): When you invite a user to a connection, they can have different permissions.
- [Transferring ownership of a Connectorly Subscription](https://help.connectorly.io/en/articles/10261125-transferring-ownership-of-a-connectorly-subscription.md): You can transfer the Subscription Owner role and change who is responsible for payment.
- [How to pay for a Connectorly Subscription](https://help.connectorly.io/en/articles/8260530-how-to-pay-for-a-connectorly-subscription.md): Paying with a credit card for your subscription
- [How to Add New Connectors to Your Existing Subscription](https://help.connectorly.io/en/articles/12321728-how-to-add-new-connectors-to-your-existing-subscription.md): This article explains how to add additional connectors to your existing Connectorly subscription, including the steps to upgrade your plan and apply volume discounts.
- [How to setup or change payment details](https://help.connectorly.io/en/articles/8630991-how-to-setup-or-change-payment-details.md): Setup or change the payment details for your connection.
- [How to set or change billing details](https://help.connectorly.io/en/articles/8135973-how-to-set-or-change-billing-details.md): Change the billing details on your invoices
- [How can I change my credit card details?](https://help.connectorly.io/en/articles/8229508-how-can-i-change-my-credit-card-details.md): Payment method changes
- [Cancelling a Subscription](https://help.connectorly.io/en/articles/8140926-cancelling-a-subscription.md): You can cancel a subscription any time in line with our Terms and Conditions.
- [Password Recovery](https://help.connectorly.io/en/articles/8140910-password-recovery.md): If you forget your password, here's how to reset it.
- [How do I troubleshoot my Connectorly?](https://help.connectorly.io/en/articles/8147819-how-do-i-troubleshoot-my-connectorly.md): Where can I find logs for my connector?
- [How to rename my Connectorly?](https://help.connectorly.io/en/articles/8147827-how-to-rename-my-connectorly.md): Manage your Connectorly account
- [How to combine Connectorly data](https://help.connectorly.io/en/articles/9020110-how-to-combine-connectorly-data.md): Connectorly allows you to group different connections - even different Connectorly types - and bring data together.
- [How Connectorly keeps your data safe](https://help.connectorly.io/en/articles/8260900-how-connectorly-keeps-your-data-safe.md): Details on the data we hold and how we secure it
- [Sign-In Experience at Connectorly](https://help.connectorly.io/en/articles/15272583-sign-in-experience-at-connectorly.md): We’ve updated the Connectorly sign-in experience to make accessing your account easier, faster, and more secure.
- [How to enable two-factor authentication?](https://help.connectorly.io/en/articles/8831867-how-to-enable-two-factor-authentication.md): It is important to keep you account safe. Use 2FA with your Connectorly account.
- [How to reconnect an endpoint application \(such as Xero or HubSpot\) that has disconnected](https://help.connectorly.io/en/articles/8926321-how-to-reconnect-an-endpoint-application-such-as-xero-or-hubspot-that-has-disconnected.md): Occasionally an application may disconnect - for example when the vendor makes changes - and you'll need to reconnect.
- [What Are the RC Fields in the Connectorly Data Model?](https://help.connectorly.io/en/articles/13926767-what-are-the-rc-fields-in-the-connectorly-data-model.md): In the Connectorly data model, fields that include \(RC\) stand for Reporting Currency.
- [How to Change the Reporting Currency in Connectorly](https://help.connectorly.io/en/articles/13926795-how-to-change-the-reporting-currency-in-connectorly.md): You can change the reporting currency directly in the Connectorly Portal.
- [How to Delete Your Connectorly Account](https://help.connectorly.io/en/articles/15101582-how-to-delete-your-connectorly-account.md): If you would like to permanently delete your Connectorly account, you can do this directly from your account settings.
- [How to remove a connector from your subscription](https://help.connectorly.io/en/articles/15960278-how-to-remove-a-connector-from-your-subscription.md): You can remove a connector any time from your subscription in line with our Terms and Conditions.

## Connectorly for Xero and Microsoft Power BI

- [What is Connectorly for Xero and Power BI?](https://help.connectorly.io/en/articles/8517292-what-is-connectorly-for-xero-and-power-bi.md): Use the power of the premier BI platform from Microsoft with all Xero financial data
- [Connectorly for Xero and Power BI pre-requisites](https://help.connectorly.io/en/articles/8106003-connectorly-for-xero-and-power-bi-pre-requisites.md): Before you begin, check you have the following...
- [Setup Connectorly for Xero and Microsoft Power BI](https://help.connectorly.io/en/articles/8092459-setup-connectorly-for-xero-and-microsoft-power-bi.md): Connect a Xero Organisation with Microsoft Power BI by following these steps
- [Get started with the Connectorly for Xero and Power BI Templates](https://help.connectorly.io/en/articles/8894623-get-started-with-the-connectorly-for-xero-and-power-bi-templates.md): The quickest way to visualise your Xero financial data in Power BI is with our pre-built templates
- [Balance Sheet Template](https://help.connectorly.io/en/articles/8826501-balance-sheet-template.md): A balance sheet is an important financial statement that provides a snapshot of a company's financial position at a specific point in time.
- [Profit and Loss template](https://help.connectorly.io/en/articles/8826539-profit-and-loss-template.md): P&L statements are essential tools for businesses of all sizes.
- [Bank Balances Template](https://help.connectorly.io/en/articles/9399600-bank-balances-template.md): Use this template to see your bank account balances and your transactions
- [Cashflow Forecast Template](https://help.connectorly.io/en/articles/9547091-cashflow-forecast-template.md): Create automatic, interactive, weekly cashflow forecasts from Xero.
- [Sales KPIs Template](https://help.connectorly.io/en/articles/12157443-sales-kpis-template.md): Instant Sales and Customer Metrics from Xero data including Customer Acquisition Cost \(CAC\), Lifetime Value \(LTV\) and New Business %
- [Actual and Forecast vs Budget Template](https://help.connectorly.io/en/articles/9547522-actual-and-forecast-vs-budget-template.md): Compare Actuals and Forecasts against daily, weekly, monthly Xero Budgets
- [Revenue vs Expense Template](https://help.connectorly.io/en/articles/12267690-revenue-vs-expense-template.md): This templates gives you an insight on your revenue and expense
- [Xero Monthly Revenue by Service Actuals/Forecasting Template](https://help.connectorly.io/en/articles/8403452-xero-monthly-revenue-by-service-actuals-forecasting-template.md): Use this template to analyse historic revenues and predict future revenue in Microsoft Power BI using Xero draft and repeating invoices.
- [Quote Pipeline Template](https://help.connectorly.io/en/articles/12321007-quote-pipeline-template.md): A ready-to-use Power BI template that visualises your sales pipeline using Xero Quote records
- [Aged Debtors and Creditors Template](https://help.connectorly.io/en/articles/8469124-aged-debtors-and-creditors-template.md): Aged Debt, Lifetime Sales, Last Sales activity and average days to pay for every Debtor and Creditor from Xero Financial data.
- [Customer Acquisition Template](https://help.connectorly.io/en/articles/12157375-customer-acquisition-template.md): Visualise Customer Acquisition and Loss over time with this template
- [Xero Find Invoice template](https://help.connectorly.io/en/articles/9018682-xero-find-invoice-template.md): Ever 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?
- [Empty Connectorly for Xero and Microsoft Power BI Template](https://help.connectorly.io/en/articles/8438209-empty-connectorly-for-xero-and-microsoft-power-bi-template.md): Access your data and build your own reports with a clean template design
- [Xero All-In template](https://help.connectorly.io/en/articles/10027997-xero-all-in-template.md): All our Xero report templates in one place including Balance Sheet, Profit & Loss, Cashflow, Sales KPIs, Customer Acquisition and more.
- [Prebuilt Measures in Connectorly Templates](https://help.connectorly.io/en/articles/13700869-prebuilt-measures-in-connectorly-templates.md): Detailed explanations of the core financial, customer, and performance KPIs included in our Power BI reports.
- [Overview](https://help.connectorly.io/en/articles/8094670-overview.md): This article provides an overview on data available from Xero to report with in Microsoft Power BI with Connectorly.
- [Accounts](https://help.connectorly.io/en/articles/8230729-accounts.md): Accounts \(aka Ledgers\) are the records that create the Chart of Accounts, and are used to classify financial transactions.
- [Bank Transactions](https://help.connectorly.io/en/articles/9532392-bank-transactions.md): Full details on the Bank Transactions data available in Microsoft Power BI from Xero with Connectorly.
- [Bank Transfers](https://help.connectorly.io/en/articles/10246272-bank-transfers.md): Full details on the Bank Transfers data available in Microsoft Power BI from Xero with Connectorly.
- [Budgets](https://help.connectorly.io/en/articles/8231296-budgets.md): Full details on the Budget data available in Microsoft Power BI from Xero with Connectorly.
- [Contacts](https://help.connectorly.io/en/articles/8231309-contacts.md): Full details on the Contact data available in Microsoft Power BI from Xero with Connectorly.
- [Dates](https://help.connectorly.io/en/articles/8231318-dates.md): Full details on the Dates available in Microsoft Power BI from Xero with Connectorly.
- [Invoices](https://help.connectorly.io/en/articles/8230771-invoices.md): Full details on the Invoice data available in Microsoft Power BI from Xero with Connectorly.
- [Journals](https://help.connectorly.io/en/articles/8230834-journals.md): Full details on the Journal data available in Microsoft Power BI from Xero with Connectorly.
- [Organisations](https://help.connectorly.io/en/articles/10246353-organisations.md): Details on the Xero Organisations data
- [Overpayments](https://help.connectorly.io/en/articles/10250503-overpayments.md)
- [Payments](https://help.connectorly.io/en/articles/10250504-payments.md)
- [Prepayments](https://help.connectorly.io/en/articles/10250505-prepayments.md)
- [Products](https://help.connectorly.io/en/articles/10250506-products.md)
- [Purchase Orders](https://help.connectorly.io/en/articles/10250479-purchase-orders.md)
- [Quotes](https://help.connectorly.io/en/articles/10250507-quotes.md)
- [Why Connectorly FX values may differ from Xero](https://help.connectorly.io/en/articles/13887602-why-connectorly-fx-values-may-differ-from-xero.md): Because Connectorly and Xero approach FX slightly differently, you may occasionally see small differences \(typically a few cents or pence\). These differences are expected and do not indicate an error.
- [How Connectorly Validates Xero Financial and Budget Data](https://help.connectorly.io/en/articles/16255738-how-connectorly-validates-xero-financial-and-budget-data.md): Learn how Connectorly reconciles Xero Profit & Loss, Balance Sheet and budget data, and tests changes before they reach production.
- [How can I manually force a refresh of Xero data in Power BI?](https://help.connectorly.io/en/articles/8874685-how-can-i-manually-force-a-refresh-of-xero-data-in-power-bi.md): Xero data is synced automatically every hour. But you can also manually update by clicking the Connectorly logo
- [How to use a file from SharePoint as a data source in Power BI](https://help.connectorly.io/en/articles/9844711-how-to-use-a-file-from-sharepoint-as-a-data-source-in-power-bi.md): Use any file in SharePoint as a Power BI Data source with this method
- [Solved. 'You need to use SSL \(HTTPS\) when you use OAuth 2.0 authentication' in Power BI when using a file in SharePoint as a data source](https://help.connectorly.io/en/articles/9844430-solved-you-need-to-use-ssl-https-when-you-use-oauth-2-0-authentication-in-power-bi-when-using-a-file-in-sharepoint-as-a-data-source.md): Is Power BI reporting an SSL problem when you try to connect to a file that has been shared from SharePoint? Read on...
- [How Connectorly Generates Financial Forecasts](https://help.connectorly.io/en/articles/11331035-how-connectorly-generates-financial-forecasts.md): Connectorly produces reliable future cash flow forecasts by building on financial data directly from Xero.
- [Bringing Xero data into Microsoft Power BI Desktop without a template](https://help.connectorly.io/en/articles/8092422-bringing-xero-data-into-microsoft-power-bi-desktop-without-a-template.md): If you're comfortable building relations and formatting data yourself \(done for you with the templates\) read on
- [Working with grouped Xero Organisations](https://help.connectorly.io/en/articles/11705950-working-with-grouped-xero-organisations.md): You need to consider how the each Xero's Chart of Accounts will interact with the others
- [How to Access Your Xero Data from Excel](https://help.connectorly.io/en/articles/13904882-how-to-access-your-xero-data-from-excel.md): You can connect Excel to your Connectorly database using a PostgreSQL ODBC connection.
- [Can I connect Connectorly to Google Data Studio or Looker instead of Power BI?](https://help.connectorly.io/en/articles/16597393-can-i-connect-connectorly-to-google-data-studio-or-looker-instead-of-power-bi.md): Use Connectorly with Google Data Studio, Looker, and other PostgreSQL-compatible BI tools.

## Connectorly for Xero Projects and Microsoft Power BI

- [Setup Connectorly for Xero Projects and Microsoft Power BI](https://help.connectorly.io/en/articles/11662132-setup-connectorly-for-xero-projects-and-microsoft-power-bi.md): Follow these steps to easily connect your Xero Projects with Microsoft Power BI
- [How to bring Xero Projects data into Microsoft Power BI Desktop](https://help.connectorly.io/en/articles/11662171-how-to-bring-xero-projects-data-into-microsoft-power-bi-desktop.md): Follow these steps so to begin working with Xero data in Microsoft Power BI.
- [Xero Projects All-in-one template](https://help.connectorly.io/en/articles/11974696-xero-projects-all-in-one-template.md): In this template we put everything together for Xero accounting and projects reporting
- [The Connectorly Xero Projects Data Model](https://help.connectorly.io/en/articles/11640747-the-connectorly-xero-projects-data-model.md)
- [Projects](https://help.connectorly.io/en/articles/11640923-projects.md)
- [Tasks](https://help.connectorly.io/en/articles/11640921-tasks.md)
- [Timesheets](https://help.connectorly.io/en/articles/11640837-timesheets.md)
- [Users](https://help.connectorly.io/en/articles/11640922-users.md)

## Connectorly for HubSpot and Microsoft Power BI

- [Setup Connectorly for HubSpot and Microsoft Power BI](https://help.connectorly.io/en/articles/10431130-setup-connectorly-for-hubspot-and-microsoft-power-bi.md): Follow these steps to easily connect your HubSpot with Microsoft Power BI
- [How to bring HubSpot data into Microsoft Power BI Desktop](https://help.connectorly.io/en/articles/10430909-how-to-bring-hubspot-data-into-microsoft-power-bi-desktop.md): Follow these steps to begin working with HubSpot data in Microsoft Power BI.
- [HubSpot All-in-one template](https://help.connectorly.io/en/articles/10430882-hubspot-all-in-one-template.md): Use this template as a foundation to create your own customised reports.
- [The Connectorly HubSpot Data Model](https://help.connectorly.io/en/articles/10261035-the-connectorly-hubspot-data-model.md): This article provides an overview on data available from HubSpot to report with in Microsoft Power BI with Connectorly.
- [Calls](https://help.connectorly.io/en/articles/10256326-calls.md)
- [Companies](https://help.connectorly.io/en/articles/10256082-companies.md)
- [Company Timeline](https://help.connectorly.io/en/articles/10371917-company-timeline.md)
- [Contacts](https://help.connectorly.io/en/articles/10261012-contacts.md)
- [Contact Timeline](https://help.connectorly.io/en/articles/10371918-contact-timeline.md)
- [Dates](https://help.connectorly.io/en/articles/10261021-dates.md)
- [Deals](https://help.connectorly.io/en/articles/10256369-deals.md)
- [Emails](https://help.connectorly.io/en/articles/10256375-emails.md)
- [Meetings](https://help.connectorly.io/en/articles/10256374-meetings.md)
- [Notes](https://help.connectorly.io/en/articles/10256373-notes.md)
- [Organisations](https://help.connectorly.io/en/articles/10261022-organisations.md)
- [Owners](https://help.connectorly.io/en/articles/10256370-owners.md)
- [Quotes](https://help.connectorly.io/en/articles/10261023-quotes.md)
- [Tasks](https://help.connectorly.io/en/articles/10256372-tasks.md)
- [Tickets](https://help.connectorly.io/en/articles/10256371-tickets.md)
- [How to access the HubSpot custom fields in Power BI](https://help.connectorly.io/en/articles/13561788-how-to-access-the-hubspot-custom-fields-in-power-bi.md): This article shows how you can extract and use HubSpot custom fields for reporting.
- [How to Access Your HubSpot Data from Excel](https://help.connectorly.io/en/articles/13904935-how-to-access-your-hubspot-data-from-excel.md): You can connect Excel to your Connectorly database using a PostgreSQL ODBC connection.

## Connectorly for Microsoft Dynamics 365 and Xero

- [What's new in this release?](https://help.connectorly.io/en/articles/8027648-what-s-new-in-this-release.md): Connectorly's are regularly updated to bring you new features and squash bugs. Version 3.12.0 is our latest and supported release.
- [Pre-requisites](https://help.connectorly.io/en/articles/8070008-pre-requisites.md): These are the things you need before you can use Connectorly for Microsoft Dynamics 365 and Xero.
- [How to connect to Xero and Microsoft Dynamics 365 with Connectorly](https://help.connectorly.io/en/articles/8142103-how-to-connect-to-xero-and-microsoft-dynamics-365-with-connectorly.md): Install our solution, connect to Dynamics 365 and then connect to Xero
- [How to Install the Microsoft Dynamics 365 Solution](https://help.connectorly.io/en/articles/8588157-how-to-install-the-microsoft-dynamics-365-solution.md): The Connectorly managed solution for Microsoft Dynamics 365 extends a Dynamics 365 instance so it is compatible with Xero
- [Connect to Microsoft Dynamics 365](https://help.connectorly.io/en/articles/8588941-connect-to-microsoft-dynamics-365.md): Connect to Microsoft Dynamics 365 to give Connectorly permission to access and work with your Dynamics 365 instance.
- [How to connect to Xero](https://help.connectorly.io/en/articles/8588155-how-to-connect-to-xero.md): This step gives Connectorly permission to access information from your selected Xero Organisation.
- [Sync your First Invoice](https://help.connectorly.io/en/articles/8143555-sync-your-first-invoice.md): Setup your invoice in Microsoft Dynamics 365 and send it to Xero
- [Configuring Connectorly for Microsoft Dynamics 365 and Xero](https://help.connectorly.io/en/articles/8063392-configuring-connectorly-for-microsoft-dynamics-365-and-xero.md): Connectorly's behaviour can be modified to suit different invoicing workflows by changing the settings.
- [When are Account Codes, Tax Codes, Branding Themes and Tracking Categories synced?](https://help.connectorly.io/en/articles/8146046-when-are-account-codes-tax-codes-branding-themes-and-tracking-categories-synced.md): Connectorly syncs these details every 15 minutes or so.
- [How to sync Bills and Credit Notes?](https://help.connectorly.io/en/articles/8143639-how-to-sync-bills-and-credit-notes.md): Connectorly extends the standard Microsoft Dynamics 365 Sales App functionality by adding the ability to create Bills and Credit Notes
- [How do I set the default Account Code for a product in Dynamics 365?](https://help.connectorly.io/en/articles/8146327-how-do-i-set-the-default-account-code-for-a-product-in-dynamics-365.md): Accounts Code \(Chart of Accounts\) are synced from Xero
- [How do I populate the Reference field on the Xero invoice?](https://help.connectorly.io/en/articles/8146455-how-do-i-populate-the-reference-field-on-the-xero-invoice.md): Xero Reference field is mapped to the Dynamics 365 invoice Description field
- [How to enable Microsoft Flow in your Dynamics 365 environment?](https://help.connectorly.io/en/articles/8146472-how-to-enable-microsoft-flow-in-your-dynamics-365-environment.md): How to run your workflows/flows in your Dynamics 365
- [How can I automatically set the invoice date in Dynamics 365?](https://help.connectorly.io/en/articles/8146298-how-can-i-automatically-set-the-invoice-date-in-dynamics-365.md): To sync your invoice to Xero you must set the invoice date
- [How to sync invoices that were created before you installed the Connectorly managed solution?](https://help.connectorly.io/en/articles/8146024-how-to-sync-invoices-that-were-created-before-you-installed-the-connectorly-managed-solution.md): Connectorly sync invoice only if they have Xero details record generated against the invoice
- [The Date Delivered on Shipping Dates is in the future or is not set](https://help.connectorly.io/en/articles/8146037-the-date-delivered-on-shipping-dates-is-in-the-future-or-is-not-set.md): Without a Date Delivered the invoice will not be pushed to Xero
- [No Connectorly is selected against the Invoice](https://help.connectorly.io/en/articles/8146044-no-connectorly-is-selected-against-the-invoice.md): Without a valid Connectorly selected against an invoice, it won't be synced
- [The Invoice number already exists in Xero](https://help.connectorly.io/en/articles/8146054-the-invoice-number-already-exists-in-xero.md): Xero will not allow duplicate invoice numbers
- [How do I resolve the "Dynamics 365 solution hasn't been installed/missing"?](https://help.connectorly.io/en/articles/8146338-how-do-i-resolve-the-dynamics-365-solution-hasn-t-been-installed-missing.md): To use Connectorly for Dynamics 365 and Xero you must install the Connectorly solution in your Dynamics 365 instance.
- [How can I resend a failed invoice after troubleshooting?](https://help.connectorly.io/en/articles/8146439-how-can-i-resend-a-failed-invoice-after-troubleshooting.md): You can resend an invoice that failed to sync after troubleshooting by changing the export status from Failed to No.
- [How to upgrade the Connectorly solution in Dynamics 365](https://help.connectorly.io/en/articles/8143653-how-to-upgrade-the-connectorly-solution-in-dynamics-365.md): Be up to date with our latest solution
- [Uninstalling the Connectorly Solution](https://help.connectorly.io/en/articles/8143661-uninstalling-the-connectorly-solution.md): How to uninstall our solution from your Microsoft Dynamics 365 instance
- [How can I send additional information to a Xero invoice?](https://help.connectorly.io/en/articles/8146466-how-can-i-send-additional-information-to-a-xero-invoice.md): You can create description only invoice lines on your Dynamics 365 invoice
- [Connectorly for Microsoft Dynamics 365 and Xero pricing](https://help.connectorly.io/en/articles/8249410-connectorly-for-microsoft-dynamics-365-and-xero-pricing.md): Connectorly for Microsoft Dynamics 365 and Xero pricing.
- [What is synchronised from Xero to Dynamics 365?](https://help.connectorly.io/en/articles/8146277-what-is-synchronised-from-xero-to-dynamics-365.md): Rules and mappings used to synchronise Xero information to Microsoft Dynamics 365
- [Are the payments synchronised?](https://help.connectorly.io/en/articles/8143611-are-the-payments-synchronised.md): Yes, Connectorly checks the invoice statuses and payments in Xero and pushing back this information to Dynamics 365
- [What permissions does the Microsoft Dynamics 365 user need?](https://help.connectorly.io/en/articles/8070038-what-permissions-does-the-microsoft-dynamics-365-user-need.md): To grant Connectorly access to Microsoft Dynamics 365, you need a user with at least these permissions.
- [What is synchronised from Dynamics 365 to Xero?](https://help.connectorly.io/en/articles/8146248-what-is-synchronised-from-dynamics-365-to-xero.md): Rules and mappings used to synchronise Microsoft Dynamics 365 information to Xero
- [How can I check the outstanding amount against the customers in Dynamics 365?](https://help.connectorly.io/en/articles/8146314-how-can-i-check-the-outstanding-amount-against-the-customers-in-dynamics-365.md): Outstanding amounts are synced back from Xero to Dynamics 365
- [Invoice hasn't been sent out from Xero? how can I resend it?](https://help.connectorly.io/en/articles/8146458-invoice-hasn-t-been-sent-out-from-xero-how-can-i-resend-it.md): You can send out the invoice from Xero using Connectorly
- [Can I use Connectorly to connect one Dynamics 365 instance with multiple Xero organisations?](https://help.connectorly.io/en/articles/8765589-can-i-use-connectorly-to-connect-one-dynamics-365-instance-with-multiple-xero-organisations.md): Yes! You just need to setup a Connectorly for each Xero organisation
- [How can I sync an updated invoice from Dynamics 365 to Xero?](https://help.connectorly.io/en/articles/9041547-how-can-i-sync-an-updated-invoice-from-dynamics-365-to-xero.md): From version 3.12.0 you can sync your invoice updates from Dynamics 365 to Xero
- [Why is Scheduled Refresh greyed out in Power BI Online?](https://help.connectorly.io/en/articles/15646788-why-is-scheduled-refresh-greyed-out-in-power-bi-online.md): The Power BI Service \(Power BI Online\) works with the Connectorly service so reports can be published online and stay up-to-date. If you can't schedule a refresh because it's greyed out, here's how...

## Connectorly for Microsoft 365 and Power BI

- [Setup Connectorly for Microsoft 365 and Microsoft Power BI](https://help.connectorly.io/en/articles/11524879-setup-connectorly-for-microsoft-365-and-microsoft-power-bi.md): Follow these steps to easily connect your Microsoft 365 tenant with Microsoft Power BI
- [How to bring Microsoft 365 data into Microsoft Power BI Desktop](https://help.connectorly.io/en/articles/11524911-how-to-bring-microsoft-365-data-into-microsoft-power-bi-desktop.md): Follow these steps to begin working with Microsoft 365 data in Microsoft Power BI.

## Connectorly for Datto RMM and Power BI

- [Setup Connectorly for Datto RMM and Microsoft Power BI](https://help.connectorly.io/en/articles/11524963-setup-connectorly-for-datto-rmm-and-microsoft-power-bi.md): Follow these steps to easily connect your Datto RMM with Microsoft Power BI
- [How to bring DATTO RMM data into Power BI Desktop](https://help.connectorly.io/en/articles/11524989-how-to-bring-datto-rmm-data-into-power-bi-desktop.md): Follow these steps to begin working with Datto RMM data in Microsoft Power BI.

## Connectorly for LeadForensics to HubSpot

- [What does Connectorly for LeadForensics and HubSpot do?](https://help.connectorly.io/en/articles/8147738-what-does-connectorly-for-leadforensics-and-hubspot-do.md): Pushes LeadForensics details of the companies that visited your website with the pages they've viewed directly into HubSpot
- [Prerequisites](https://help.connectorly.io/en/articles/8147762-prerequisites.md): What do you need to use Connectorly?
- [How to set up your Leadforensics to HubSpot connector?](https://help.connectorly.io/en/articles/8147772-how-to-set-up-your-leadforensics-to-hubspot-connector.md): Use HubSpot to see your website visitors
- [What is synchronised?](https://help.connectorly.io/en/articles/8147808-what-is-synchronised.md): Visitor data in your HubSpot

## Connectorly for Unleashed and Power BI

- [Unleashed to Power BI Connector](https://help.connectorly.io/en/articles/15120789-unleashed-to-power-bi-connector.md): Intro
- [Invoices](https://help.connectorly.io/en/articles/15122108-invoices.md)
- [Quotes](https://help.connectorly.io/en/articles/15142716-quotes.md)
- [Shipments](https://help.connectorly.io/en/articles/15166507-shipments.md)
- [Credits](https://help.connectorly.io/en/articles/15166530-credits.md)
- [Purchase Orders](https://help.connectorly.io/en/articles/15166531-purchase-orders.md)
- [Orders](https://help.connectorly.io/en/articles/15166532-orders.md)
- [Warehouse Transfers](https://help.connectorly.io/en/articles/15166534-warehouse-transfers.md)
- [Assembly Components](https://help.connectorly.io/en/articles/16891042-assembly-components.md)
- [Bills Of Materials](https://help.connectorly.io/en/articles/16891110-bills-of-materials.md)
- [Customer Delivery Addresses](https://help.connectorly.io/en/articles/16891111-customer-delivery-addresses.md)
- [Stock On Hand](https://help.connectorly.io/en/articles/16891113-stock-on-hand.md)
- [Stock Movements](https://help.connectorly.io/en/articles/16893271-stock-movements.md)
- [Product Average Landed Cost](https://help.connectorly.io/en/articles/16893272-product-average-landed-cost.md)
- [Assemblies](https://help.connectorly.io/en/articles/15122303-assemblies.md)
- [Batch Numbers](https://help.connectorly.io/en/articles/15122348-batch-numbers.md)
- [Currencies](https://help.connectorly.io/en/articles/15122349-currencies.md)
- [Customers](https://help.connectorly.io/en/articles/15122350-customers.md)
- [Dates](https://help.connectorly.io/en/articles/15122351-dates.md)
- [Organisations](https://help.connectorly.io/en/articles/15122353-organisations.md)
- [Product Inventory Details](https://help.connectorly.io/en/articles/15122356-product-inventory-details.md)
- [Product Prices](https://help.connectorly.io/en/articles/15122357-product-prices.md)
- [Products](https://help.connectorly.io/en/articles/15122358-products.md)
- [Recost Adjustments](https://help.connectorly.io/en/articles/15122361-recost-adjustments.md)
- [Stock Adjustments](https://help.connectorly.io/en/articles/15122370-stock-adjustments.md)
- [Stock Counts](https://help.connectorly.io/en/articles/15122371-stock-counts.md)
- [Supplier Returns](https://help.connectorly.io/en/articles/15122374-supplier-returns.md)
- [Suppliers](https://help.connectorly.io/en/articles/15122375-suppliers.md)
- [Warehouses](https://help.connectorly.io/en/articles/15122379-warehouses.md)