Forum Discussion

james_james's avatar
james_james
New Member
3 years ago
Solved

XERO Connection

How can I connect my xero account to Power BI? the Get Data list does not show xero. What are the options?   Thanks in advance.
Need Help
  • jaweher899's avatar
    jaweher899
    3 years ago

    To connect Xero to Power BI, you can use the Power BI Content Pack for Xero. Here's how:

    1. Go to the Power BI service, and then select Get Data.

    2. Select Services, and then select Xero.

    3. Sign in to your Xero account and then select the organization you want to connect to.

    4. Choose the entities you want to import, such as Invoices, Bank Transactions, Contacts, and so on.

    5. Select Load to import the data into Power BI.

    Once the data is imported, you can create visualizations and reports using Power BI's built-in tools.

    Alternatively, if you don't see Xero in the Get Data list, you can connect to Xero data by using the Power Query Editor in Power BI Desktop. You'll need to use the Web connector to extract data from Xero and then shape it in Power Query before loading it into Power BI.

KonradZawel's avatar
KonradZawel
Helper I
1 year ago
Since Xero isn’t showing up directly in Power BI’s Get Data list, a good way to connect them is through integration tools that can sync your Xero data to a database or cloud storage that Power BI can easily read from.
 
For example, platforms like Skyvia let you automate this process without coding - keeping your reports up to date without manual exports. It’s a smooth way to bridge Xero and Power BI until there’s a built-in connector.