Xero connector · Accounting
Xero Power BI connector
The DigiData Xero connector reads your accounting data over OAuth2 with read-only access from the selected Xero organisation and makes it available through OData and CSV.
Here you will find the supported data, operation and availability of the connection.
Last reviewed:
The reason
Why connect Xero to DigiData?
Connect Xero over OAuth2, choose the organisation and sync organisation settings, accounts, contacts, sales and purchase invoices, credit notes, payments, bank transactions, items, tax rates and tracking categories to DigiData. After the first full sync, only changed data is fetched. Transaction lines are stored in a separate table so you can report at line level.
More about Xero: www.xero.com/.
Connecting Xero to Power BI in short
The Xero connector is available and synchronizes supported tables such as Organisation, Accounts, Contacts and Sales invoices and bills. DigiData offers these source records via OData for Power BI and Excel and via CSV for separate exports. The connector only supplies the entities listed on this page; source permissions, the source API, and your sync schedule determine which records and updates are available. You set up relationships, calculations and dashboards in the reporting tool.
Conditions
Availability, setup and conditions
- Availability
- Status: Available. The connector provides the entities listed on this page under "Available data".
- Setup
- Add Xero in the DigiData dashboard and configure access to the source. DigiData confirms during setup which accounts and entities are available.
- Refresh
- Incremental sync after the first full import. New source data will not appear until the source sync and then the Power BI refresh are complete.
- Security
- API keys and tokens for linked applications are stored encrypted.
- Limitations
- Only the listed entities are supported. Availability and timeliness depend in part on the source API and your rights in Xero. DigiData supplies the source data to DigiData dashboards and the AI agent, and through OData and CSV to your own reporting tool. In Power BI or Excel you set up relationships and measures yourself.
- Price and trial period
- €50 per month for the Xero connector, plus a €95 monthly DigiData platform fee, without start-up costs. You can test DigiData 14 days for free. View current prices.
What you get
What do you get with the Xero link?
An overview of what DigiData does with your Xero data:
Which data
Available Xero data in DigiData
The following entities are automatically synchronized and available via OData or CSV export:
Use cases
What can you do with Xero data?
Monitor outstanding receivables and payables
Report revenue and costs per month
Analyse bank transactions and payments
Combine Xero with CRM data in one reporting model
How it works
How does the Xero link work?
Connect Xero
Link your Xero account via the DigiData dashboard. Safe and fast.
Select your dates
Check which accounts, environments, and entities are available for this resource. The options differ per connector.
Analyze in Power BI
Use the OData feed in Power BI, Excel or download CSV exports.
Build a Xero dashboard with AI
Describe which overview of your Xero data you want to see and the DigiData AI agent builds the dashboard, with filters, drilldowns and a presentation mode for TV screens or meetings. You do not need a Power BI model and you do not pay per viewer.
Xero in Power BI
Load Xero_Invoices, Xero_InvoiceLines, Xero_Contacts, Xero_Payments, Xero_Accounts and more into Power BI through the DigiData OData feed. Sales invoices have Type ACCREC and bills ACCPAY. Join invoice lines and payments on InvoiceId and contacts on ContactId.
Frequently asked questions
Questions about the Xero integration
How do I connect Xero to Power BI?
With DigiData you automatically synchronize Xero data to an OData feed. In Power BI Desktop, choose 'Get Data', select OData feed and paste the DigiData URL. You can then load, combine and refresh the tables without building a Xero API connection yourself.
How often is Xero data refreshed?
Incremental sync after the first full import. The availability of new records remains dependent on the source API and your set synchronization schedule.
What does the Xero connection cost?
DigiData charges platform costs plus an amount per active integration. There are no start-up costs and you can test for 14 days for free. View the current price on the prices page.
Which Xero data does DigiData sync?
Organisation settings, accounts, contacts, sales invoices and bills, credit notes, payments, bank transactions, items, tax rates and tracking categories. Manual journals, payroll and reports are not included.
Can I connect more than one Xero organisation?
Each DigiData environment connects one Xero organisation. For another organisation, reconnect or use an additional environment.
Combine
Other integrations that may interest you
Most companies do not run on one package. Place Xero next to your other sources, so that you have one report.
14 days free · no start-up costs
Ready to connect Xero to DigiData?
Use the trial period to validate the available tables, synchronization and your reporting model with your own data.
