Connect to Xero with Power BI

Xero is easy to use online accounting software that’s designed specifically for small businesses. Create compelling visualizations based on your Xero financials with this Power BI template app. Your default dashboard includes many small business metrics like cash position, revenue vs. expenses, profit loss trend, debtor days, and return on investment.

Connect to the Xero template app for Power BI or learn more about the Xero and Power BI integration.

How to connect

  1. Select Apps in the nav pane > select Get apps in the upper-right corner.

    Get apps icon

  2. In AppSource, select the Apps tab, and search for the service you want.

    Apps tab in AppSource

  1. Select Xero > Get it now.

  2. In Install this Power BI app? select Install.

    Install Xero

  3. In the Apps pane, select the Xero tile.

    Select the Xero tile

  4. In Get started with your new app, select Connect.

    Get started with your new app

  5. Enter a nickname for the organization associated with your Xero account. Anything will do, it's mostly to help users with multiple Xero organizations keep them all straight. See details on finding parameters later in this article.

    Organization nickname

  6. For Authentication Method, select OAuth. When prompted sign into your Xero account and select the organization to connect to. Once sign-in is complete, select Sign In to start the loading process.

    Authentication method

    Welcome to Xero

  7. After approving, the import process will begin automatically. When complete, a new dashboard, report, and model will appear in the nav pane. Select the dashboard to view your imported data.

    Xero dashboard

What now?

What's included

The template app dashboard includes tiles and metrics that cover a variety of areas, with corresponding reports to learn more:

Area Dashboard Tiles Report
Cash Daily cash flow
Cash in
Cash out
Closing balance by account
Closing balance today
Bank Accounts
Customer Invoiced sales
Invoiced sales by customer
Invoiced sales growth trend
Invoices due
Outstanding receivables
Overdue receivables
Customer
Inventory
Supplier Billed purchases
Billed purchases by supplier
Billed purchases growth trend
Bills due
Outstanding payables
Overdue payables
Suppliers
Inventory
Inventory Monthly sales amount by product Inventory
Profit and loss Monthly profit and loss
Net profit this fiscal year
Net profit this month
Top expense accounts
Profit and Loss
Balance sheet Total assets
Total liabilities
Equity
Balance Sheet
Health Current ratio
Gross profit percentage
Return on total assets
Total liabilities to equity ratio
Health
Glossary and Technical Notes

The dataset also includes the following tables to customize your reports and dashboards:

  • Addresses
  • Alerts
  • Bank Statement Daily Balance
  • Bank Statements
  • Contacts
  • Expense Claims
  • Invoice Line Items
  • Invoices
  • Items
  • Month End
  • Organization
  • Trial Balance
  • Xero Accounts

System requirements

The following roles are required to access the Xero template app: "Standard + Reports" or "Advisor".

Finding parameters

Provide a name for your organization to track in Power BI. A specific name allows you to connect to multiple different organizations. You can't connect to the same organization multiple times, as it will affect the scheduled refresh.

Troubleshooting

  • 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.

For other issues, file a ticket at https://support.powerbi.com if the issue persists.

Next steps

Get started in Power BI

Get data in Power BI