Forum Discussion

raldred's avatar
raldred
New Member
10 years ago

Connecting to Xero data from Desktop application?

Whilst I know of the Xero Content Pack, available through the web service - I cannot find a way to connect to Xero data from the PowerBI desktop application.   Does anyone have any ideas on how to ...
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jllau84's avatar
jllau84
Regular Visitor
8 years ago

Hi,
I am new and now evaluating the xero and powerBI as my selection for my new Accounting and Reporting System.
I wondering and not saw XERO in "get data" selection for powerBI Desktop, thats meant powerBI Desktop is not able to connect to XERO directly? Or we need to have powerBI Pro to do that?

 

ElizabethTachji's avatar
ElizabethTachji
Icon for Helper III rankHelper III
8 years ago

Hi,

 

Power BI desktop can connect to Xero directly however you need a couple add ons.  I provide a service to business, to connect Power BI desktop to Xero and develop bespoke business insights.  If interested send me an e-mail [email protected].

 

Cheers

Elizabeth Tachjian.

  • karaoan's avatar
    karaoan
    Icon for Kudo Kingpin rankKudo Kingpin
    8 years ago

    Even if a direct API access from Power BI Desktop is possible, it is typically not a great idea as:

    1. You will always be at the mercy of "allowed API calls per day" limitations.

    2. There are often issues with multi entity (consolidation) access.

    3. Access via the API will not provide a proper data warehouse/star schema which means that working with it will be slow, have a limited user experiene and will always require additional work on the front end side. 

     

    All these problems are already apparent when you use the QuickBooks direct access connector in Power BI Desktop that uses the Quickbooks API.

     

    Feel free to contact me, for further questions on this.

     

    Martin

     

    Planning With Power BI -> https://www.acterys.com