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MatthewTaylor
New Member

Xero Integration - Customer Account Number

We use te Xero Template App to ingest financial infomation which is great, but is there a way to configure what data gets pulled from Xero?

Specifically, we want to be able to include the customer account number, so that we can pair the customer transaction data in Xero with usage and activity data in our other systems.

Does anyone know if there's a means of customising the schema, or would we effectively have to write our own integration from scratch?

2 REPLIES 2
v-lionel-msft
Community Support
Community Support

Hi @MatthewTaylor ,

 

v-lionel-msft_0-1620022135898.png

Have you tried this connector in Power BI Desktop?

 

Best regards,
Lionel Chen

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Hi Lionel, this is indeed the one we are using. Unfortunately it only seems to show the customer name but not number at present. This is why I was curious if anyone knew if it was possible to configure it to somehow pull the customer number as part of its schema. Eager to avoid reinventing the wheel if it's already doable.

 

Thanks for your reply,

Matt

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