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raldred
New Member

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 achieve this?

 

Thank you,

 

Ryan.

35 REPLIES 35
Moderator v-yuezhe-msft
Moderator

Re: Connecting to Xero data from Desktop application?

Hi @raldred,

Currently, we are not able to connect to Xero from Power BI Desktop, an idea about this issue has been submitted in the Power BI ideas forum, please vote it in the following link.

https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/7141465-connect-to-www-xero-com


Thanks,
Lydia Zhang

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
karaoan Kudo Collector
Kudo Collector

Re: Connecting to Xero data from Desktop application?

Hi @raldred,

 

My company (www.managility.co) specialises in professional business intelligence solutions for Xero. The Acterys Connector for Xero enable you to access your Xero data with Power Desktop.

 

As opposed to direct access via the API that has a variety of problems (API call limitations, single entity access/ no consolidation, performance, limited refresh) Acterys creates (and automatically refreshes) a proper Azure SQL data model with all relationships and dimension tables as well as financial DAX calculations that is fully editable, supports Direct Query and write back for forecasting and planning requirements.

 

If you have further questions please feel free to contact me.

 

 

Martin

 

 

Planning with Power BI? -> www.Acterys.com

ElizabethTachji Helper II
Helper II

Re: Connecting to Xero data from Desktop application?

Hi,

 

Does clearjelly transfer all data to excel then excel is connected to Power Bi desktop?  Or does ClearJelly have a  direct connection with Power BI.

Cheers

Elizabeth

Elizabeth Tachjian
karaoan Kudo Collector
Kudo Collector

Re: Connecting to Xero data from Desktop application?

Hi Elizabeth,

Acterys (formerly Clear Jelly) maintains a copy of your Xero data as a cloud based data model optimized for analytics with all relationships and relevant financial measures. This model gets automatically updated or manually refreshed by the user when new data is available in Xero.

 

As opposed to direct access via the API that has a variety of problems (API call limitations, single entity access/ no consolidation, performance, limited refresh) Acterys creates (and automatically refreshes) a proper Azure SQL data model with all relationships and dimension tables as well as financial DAX calculations that is fully editable, supports Direct Query and write back for forecasting and planning requirements.

 

Quickbooks (a system that Acterys supports as well - an alternative to Xero) attempts that with a Power BI connector to their system but because of the above mentioned limitations it just doesn't work (extremely slow refresh etc.) . I am happy to take opinions here but I really think there is no alternative to having a proper data model approach for financial applications. In Acterys that only takes a click and avoids paying expensive consultants to build a model for them that typically takes extensive time and investment.


Martin

ElizabethTachji Helper II
Helper II

Re: Connecting to Xero data from Desktop application?

Hey Martin,

 

I hope you are looking forward to the New Year and had a fabulous Christmas.

 

Thank you for the information below.  I will give Clear Jelly a test.

 

Re lost of control of what the users will see...What do you mean by this because I am under the impression that what the user will see  depends on permission scopes set-up.  For example one permission scope is only to see dashboards the user has access to.  I can also turn off ability to export data to excel.  

 

Cheers

Elizabeth Tachjian

Elizabeth Tachjian
karaoan Kudo Collector
Kudo Collector

Re: Connecting to Xero data from Desktop application?

Hi Elizabeth,

 

What I mean by loss of control: you don't want users run reports on a "live" accounting system where transactions could be incomplete, not approved etc. (not to mention issues when you need to setup granular access (e.g.. users x can only access account y with tracking code z) which is likely very difficult/impossible with access through standard accounting system API's ) You want to be able to make results available for this particular point in time/ time range for which the data is approved for viewing in addition as database is used that supports RLS (row level security) you have then also the option to define access to lowest granularity.

ElizabethTachji Helper II
Helper II

Re: Connecting to Xero data from Desktop application?

Hi All,

 

I have worked out how to connect Power BI Desktop to Xero to create customised dashboards.

 

I  have bypassed the limitations of the Xero app / Content pack and

I created a direct connection from Xero to Power BI. 

 

Xero and Power BI work seamlessly together.        30 minutes is all you need to get started.

 

For free clear instructions on how, refer to blog page on analyticsrealtime.com.au.

Follow step by step for the connection to work.

Elizabeth Tachjian

Analytics Realtime

elizabeth@analyticsrealtime.com.au

61 417457054

 

 

 

 

 

 

 

 

Elizabeth Tachjian
jllau84
Regular Visitor

Re: Connecting to Xero data from Desktop application?

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?

 

karaoan Kudo Collector
Kudo Collector

Re: Connecting to Xero data from Desktop application?

@jllau84 There is no data source in Power BI for Xero. There is only an app which only supports one entity and it can't be edited in Power Desktop. For consolidations and to use all the features in the Desktop you will need a solution like https://www.acterys.com.

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