Forum Discussion
OAuth API - Xero - Data Connection Options
Hello,
I've done a fair amount of research on this now, have any of you actually solved this problem in a satisfactory way with minimal complications?
Ideally I want to be able to pull my Xero information into Power BI desktop. We have several Xero entities so I need to be able to call all of them. Then I will use a currency conversion table to true up the currencies and then I would like to build my reports in Power BI desktop, publish them, and have the web data refresh on a daily schedule.
My options appear to be:
- Follow the various 'solutions' that involve M-script and passing the API credentials and end-points in the query editor - seems janky and not clean
- Create a custom connector - will need to buy visual studio and learn a new tool, also can't refresh data from web
- CData drivers enabling an OData connection - not a lot of information out there and also doesn't seem clean
- Stitch - seems clean but then I will also need to buy an intermediate data storage plan, this will add up
- Acterys - seems clean and seems to support multi org data analysis
Let me know what's worked for you
TY!
Anonymous ,
I'm afraid currently power bi desktop doesn't have Xero connector which can connect to Xero directly. You can create a custom connector using Odata api with power query but this is not simple.
From this thread, it seems like the Acterys connector is most suitable with your requirement.
Community Support Team _ Jimmy Tao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
4 Replies
Anonymous ,
I'm afraid currently power bi desktop doesn't have Xero connector which can connect to Xero directly. You can create a custom connector using Odata api with power query but this is not simple.
From this thread, it seems like the Acterys connector is most suitable with your requirement.
Community Support Team _ Jimmy Tao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi @rashton45646548
Since writing your post there is now an cloud based app which enables live odata feed connections
https://apps.xero.com/au/app/odatalink
It uses Power BI's existing Odata Feed connector and does not require any software to be installed
Jeff
Hi all
If you're looking for an easier and more comprehensive way of getting your Xero data into Power BI, check this out: https://apps.xero.com/nz/search/app/synchub
Simple platform that syncs everything for you.
– Bryce
Here is the approach I used before. It is great for combining data from multiple Xero accounts and customization of your data format since it is bespoke: https://vidi-corp.com/connect-xero-to-power-bi-tableau-excel-looker-studio/
