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Xero to power BI

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(@ayemu7)
Posts: 197
Reputable Member
Topic starter
 

Hi team,

Can you please let me know how to get data from Xero to Power BI/ Excel.

what would be the best way with incremental data loading for Trial Balance by month.

Thank you.

Regards,

Aye

 
Posted : 28/10/2021 12:51 am
(@mynda)
Posts: 4761
Member Admin
 

Hi Aye,

You can use the OData link to connect Power BI to Xero.

I'm not sure if the API will allow you to generate the trial balance at date intervals. I know you can get a report like this, which you could then unpivot. You'd have to inspect the API documentation for Xero.

Mynda

 
Posted : 28/10/2021 7:32 pm
(@ayemu7)
Posts: 197
Reputable Member
Topic starter
 

Thanks, Mynda.

I think OData link seems like the third party host for integration? 

How would I inspect the API documentation for Xero. Is there anywhere in Xero, I can find once I log in? Can you please guide me to that.

thank you.

 
Posted : 08/11/2021 4:01 am
(@mynda)
Posts: 4761
Member Admin
 

I'm not a Xero expert. You'd have to speak to them. As far as I can see the recommended way to connect to Xero is using the Odata connector they recommended in the Xero store. Odata is a common data connection type for online databases.

 
Posted : 08/11/2021 7:31 pm
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