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KateC Frequent Visitor
Frequent Visitor

Xero Connection

Hi

 

I am just connected to Xero through Power Bi and am getting the message on the screen, "You're viewing sample data. After the data is connected and refresh, and reload the page". I have refreshed the data and can see I have a conncetion in Xero but still am not getting my Xero data. Any ideas?

 

Thanks

Kate

 
1 ACCEPTED SOLUTION

Accepted Solutions
Community Support Team
Community Support Team

Re: Xero Connection

@KateC ,

 

Which error did you encounter with? Please refer to troubleshooting tips below about xero connection:

  • Xero users must have the following roles to access the Xero template app for Power BI: "Standard + Reports" or "Advisor". The template app relies on the user-based permissions to access reporting data through Power BI.
  • If you receive a failure after loading for some time, verify how long it took to see that error message. The access token provided by Xero is only valid for 30 minutes, so accounts with more data than can be loaded in that time frame will fail. We're actively working to improve this limitation.
  • During the load, the tiles on the dashboard are in a generic loading state. They stay that way until the full load completes. If you receive a notification that your load completed but the tiles are still loading, try refreshing the dashboard tiles using the ... in the top right of your dashboard.
  • If your template app fails to refresh, check if you have connected to the same organization more than once in Power BI. Xero only allows a single active connection to an organization and you may see an error indicating your credentials are invalid if you connect to the same one more than once.
  • For issues connecting the Xero template app for Power BI, like error messages or slow load times, first clear the cache / cookies and restart the browser, then reconnect to Power BI.

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.

View solution in original post

2 REPLIES 2
Community Support Team
Community Support Team

Re: Xero Connection

@KateC ,

 

Which error did you encounter with? Please refer to troubleshooting tips below about xero connection:

  • Xero users must have the following roles to access the Xero template app for Power BI: "Standard + Reports" or "Advisor". The template app relies on the user-based permissions to access reporting data through Power BI.
  • If you receive a failure after loading for some time, verify how long it took to see that error message. The access token provided by Xero is only valid for 30 minutes, so accounts with more data than can be loaded in that time frame will fail. We're actively working to improve this limitation.
  • During the load, the tiles on the dashboard are in a generic loading state. They stay that way until the full load completes. If you receive a notification that your load completed but the tiles are still loading, try refreshing the dashboard tiles using the ... in the top right of your dashboard.
  • If your template app fails to refresh, check if you have connected to the same organization more than once in Power BI. Xero only allows a single active connection to an organization and you may see an error indicating your credentials are invalid if you connect to the same one more than once.
  • For issues connecting the Xero template app for Power BI, like error messages or slow load times, first clear the cache / cookies and restart the browser, then reconnect to Power BI.

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.

View solution in original post

shaunwalker New Member
New Member

Re: Xero Connection

Hi

 

I am experiencing the same issue as the originator of this query.

 

I am using Chrome 78.0

 

I am a Xero user with Admin/Advisor permissions

 

I have:

subscribed to the Power BI Pro version (60 day trial)

cleared cache in Chrome

removed saved login/password for Xero (in Chrome)

 

I followed on-line instructions for connecting Power BI to Xero.

 

The message that I confront after installing the Xero App in Power BI is: “You’re viewing sample data. After the data is connected and refreshed, reload the page”

 

How do I connect to/refresh the Xero data?

 

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