How to Setup Xero connection to Power BI

[Anonymous]

Hi

I am new to Power BI and have been trying to setup our organizations Xero connection to Power BI.  I cant seem to find Xero in the connected apps in Power BI? Anyone have ideas on what I could be missing in the setup? All the documents and videos online appear to be very simple and straight forward but I must be missing an important step cause Xero isnt available in the Services Apps in my Power BI.

Help!

TIA,

Sane

[OscarTh]

If you don’t see Xero in Power BI’s connected apps, it usually means you’ll need to use alternative ways to get the data in. Besides tools like Skyvia, there are other options like using third-party connectors such as Connectorly or Acterys, or even building a custom connection via Xero’s API with Power Query.

These solutions help sync or pull your Xero data into a format or location that Power BI can easily access and refresh automatically.

[NicoT]

I found that when Connecting Xero and Power BI that Tugger fulfilled my needs.

I'd already signed up with Tugger for one of their other connectors, I have a couple now but think it was HubSpot; they all work the same way, at least the ones I used do. Add a connector from their list, and enter a few parameters, such has how far back you go with data and then authorise it with Xero, or whatever connector you use.

The connector's data is stored in their data wharehouse, UK based I believe from all the blurb, and they have complimentary reports via a template, which uses an OData link. I liked the fact they had minimum password requirements, 2Factor and Whitelisting for IPs, cause not everyone is tech-savy and keeping stuff secure is why I got saddled with this originally.

I'm not an accountant, but I'm hearing positive things from those that are.

Oh yeh, it's easy enough to find with Google, but here's a link to the Xero bit.

https://tuggerapp.com/XeroIntegration

[EugeneLebedev]

There are some third-party solutions out there that extract data from Xero to Power BI. 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/

[EugeneLebedev]

There are some third-party solutions out there that extract data from Xero to Power BI. 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/

[kevinwiegand]

Hi Sane,

There are three ways;
1) log into powerbi.com -> Get Data -> Xero App (downside is you can't edit / consolidate / add data / create measures)

2) export CSV's from Xero -> PowerBI Desktop -> Publish to powerbi.com (manual, error prone, not scalable)

3) Programatically update an Azure SQL DB -> Power BI Desktop (Direct query) -> Publish to powerbi.com (automated, scalable, and the start of something beautiful)

We have a connector which helps you achieve step 3). You can read more about here : https://datasights.co/integrations/xero-connector/

Good luck!

[v-piga-msft · Accepted solution]

Hi @Anonymous ,

Sorry for the delay.

Update: the Xero app was republished as a Template app, you could find it from here.

By my test, we could get it in app list now.

Best  Regards,

Cherry

[miguel]

As mentioned before, the connector has been deprecated and if you'd like to create a new connector, you'd need to use the specific Power BI Custom Connector SDK.

More information about that SDK here:

https://docs.microsoft.com/en-us/power-query/startingtodevelopcustomconnectors

[v-piga-msft]

Hi @Anonymous ,

By my tests and research, this bolg has announced that the Xero contact pack is deprecated, so we cannot find it in power bi service any more.

You may try with web connector in power bi desktop if you have the api of xero.

Reference: API Strategies with Power BI

Best  Regards,

Cherry