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Nimai123
Post Patron
Post Patron

Importing Data from Xero

I had a scenario which I am not able to find a solution for!

 

1.Which are the possible ways we can import data from Xero into Power BI.

2. Do we require a Data Platform in the middle while importing from Xero to Power BI.

 

Thanks in Advance

Regards,

 

@amitchandak 

@Greg_Deckler 

@Pragati11 

@karaoan 

2 ACCEPTED SOLUTIONS
amitchandak
Super User
Super User

@Nimai123 , There seems to be app in power bi service -https://docs.microsoft.com/en-us/power-bi/connect-data/service-connect-to-xero

 

For Desktop there are custom connector avaiable from third pary vendors

View solution in original post

karaoan
Kudo Commander
Kudo Commander

@Nimai123  the Xero App will likely not cover your requirements as edit options are very limited and it also doesn't cover consolidation. I would recommend https://appsource.microsoft.com/en/product/power-bi/managility.xeroreporting?tab=Overview . This app automatically creates ab Azure SQL data warehouse with all Xero data to which you can add as many Xero companies as required  and combine it with data from other ERP/Accounting systems and SaaS sources. It also supports full statutory consolidation (e.g. intercompany eliminations, etc.) as well as currency conversions (local company>group). The solution also creates Power BI data models with all required DAX measures and 15+ best practice Power BI reports and offers planning and write-back. It has a price tag of $49 p.m. per company or $299 p.m for ten companies but that is likely well worth it as you will save thousands in implementation efforts and consulting services.

View solution in original post

4 REPLIES 4
EugeneLebedev
Helper III
Helper III

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/

 
Jeff_Acc_Addons
Frequent Visitor

Hi @Nimai123

Another option is to create a live connection directly to Xero using Power BI's standard Odata Feed connector

A Xero Odata Feed can be setup at https://odatalink.com

Jeff

karaoan
Kudo Commander
Kudo Commander

@Nimai123  the Xero App will likely not cover your requirements as edit options are very limited and it also doesn't cover consolidation. I would recommend https://appsource.microsoft.com/en/product/power-bi/managility.xeroreporting?tab=Overview . This app automatically creates ab Azure SQL data warehouse with all Xero data to which you can add as many Xero companies as required  and combine it with data from other ERP/Accounting systems and SaaS sources. It also supports full statutory consolidation (e.g. intercompany eliminations, etc.) as well as currency conversions (local company>group). The solution also creates Power BI data models with all required DAX measures and 15+ best practice Power BI reports and offers planning and write-back. It has a price tag of $49 p.m. per company or $299 p.m for ten companies but that is likely well worth it as you will save thousands in implementation efforts and consulting services.

amitchandak
Super User
Super User

@Nimai123 , There seems to be app in power bi service -https://docs.microsoft.com/en-us/power-bi/connect-data/service-connect-to-xero

 

For Desktop there are custom connector avaiable from third pary vendors

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