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

Hi Sam,

 

The decision the user needs to make is would they prefer:-

 

1. to use clearjelly to transfer data to excel, then link excel to Power BI desktop which is what you are suggesting and your preferred method

2. Get data directly out of Xero to Power BI desktop using an ODBC driver which is what I am suggesting and my preferred method.

 

Cheers

Elizabeth

samdthompson's avatar
samdthompson
Icon for Memorable Member rankMemorable Member
8 years ago

nope, not a proponent of either, more just disappointed that PBI is not a great solution for xero users who want to do a bit more than play around with a single exisiting data source. I guess the best thing to do is get a annual cost for each type of connector from:

karaoan and ElizabethTachji

 

given that the number of calls is minimal, either system would work so really the decision becomes one of cost and reliability.

 

Cheers,

Sam