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Sharepoint SSL error in Power BI
HubSpot and Power BI connector

How to Fix the Power BI SharePoint SSL (HTTPS) Error and Connect Files Securely

Connecting Power BI to SharePoint files can sometimes trigger the dreaded “Use SSL (HTTPS)” OAuth 2.0 error — but the fix is simpler than you think. In this guide, Connectorly explains how to securely link your SharePoint files to Power BI, avoid common authentication issues, and ensure your reports refresh smoothly. Ideal for Power BI developers, accountants, and business leaders who want reliable, secure data connections without the headaches.

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Working with Grouped Xero Organisations in Power BI
Xero and Power BI connector

Working with Grouped Xero Organisations in Power BI

Easily consolidate data from multiple Xero organisations in Power BI with Connectorly. Group entities, align charts of accounts with Connectorly Views, and create accurate P&L, balance sheet, and cash flow reports. Save time, reduce errors, and combine Xero data with CRM or project tools for deeper insights.

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How To Export Power BI to Excel
HubSpot and Power BI connector

How to Export Power BI to Excel (3 easy way)

New to Power BI and need your data in Excel? This step-by-step guide shows you three simple ways to export Power BI reports into Excel. Learn how to use CSV exports in Power BI Desktop, the powerful Analyze in Excel feature, and quick exports from visuals in Power BI Online. Perfect for beginners!

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5 Time-Saving Power BI Desktop Tricks Every Beginner Should Know
Xero and Power BI connector

5 Time-Saving Power BI Desktop Tips Every Beginner Should Know

Discover five essential Power BI Desktop tips designed for beginners to streamline tasks and enhance productivity. From quick multi-selection and data transformation techniques to efficient duplication of visuals, these practical strategies ensure your reporting process is both efficient and professional.

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Understanding Unrealised and Realised Currency Gains and Bank Revaluation
Xero and Power BI connector

Understanding Unrealised and Realised Currency Gains, and Bank Revaluation

Currency fluctuations can have a major impact on your financials—but not all gains or losses are treated the same. In this article, we break down the difference between unrealised and realised currency gains, and explain how bank revaluation affects your accounting reports. Whether you’re managing international invoices or reconciling foreign currency accounts in Xero, this guide will help you make sense of the numbers.

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Xero and Power BI connector

Why are Xero merged contacts not updated on the invoice in Power BI?

When merging contacts in Xero, invoices visually update, but underlying data doesn’t refresh, causing discrepancies in integrations like Connectorly. This article explains why this happens and provides a straightforward solution to ensure invoices accurately reflect merged contacts in your reporting tools.

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Screenshot of the Connectorly Actual and Forecast vs Budget Power BI Template
Xero and Power BI connector

Simplifying Budget Management with Xero and Connectorly

Managing budgets doesn’t have to be a manual mess. In this blog, we explore how Xero’s built-in budgeting tools combined with Connectorly’s seamless Power BI integration can help you simplify budget tracking, reduce errors, and create powerful, always up-to-date budget vs. actual reports — all without wrestling with spreadsheets.

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Xero and Power BI connector

Why Accurate Calendar Reporting Matters (And How Connectorly Makes It Easy)

Accurate calendar reporting is crucial for making sense of your financial and sales data—especially when different teams or regions work with different fiscal year definitions. In this post, we explore why flexible calendar options (like ISO weeks, fiscal years, and standard Gregorian calendars) matter, and how Connectorly makes it easy to apply the right structure to your Power BI reports—whether you’re using data from Xero, HubSpot, or both.

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Microsoft Dynamics 365 and Xero Connector

How to Configure Connectorly for Microsoft Dynamics 365 and Xero Integration

Learn how to configure Connectorly to seamlessly integrate Microsoft Dynamics 365 Sales with Xero. This step-by-step guide covers essential setup instructions, key configuration options, and best practices to ensure accurate data synchronisation—helping finance and operations teams streamline invoicing, contact management, and reporting across platforms.

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Cashflow Forecast from the Connectorly Xero All In Power BI Template
Xero and Power BI connector

🔍 How Connectorly Generates Forecast Data from Xero

Learn how Connectorly builds accurate cash flow forecasts from your Xero data by leveraging repeating invoices and bills, estimating future payments based on contact behavior, and generating forward-looking bank transactions—all designed to power dynamic, real-time insights in Power BI.

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Xero and Power BI connector

How To Connect Xero to Power BI Desktop and Start Reporting in Minutes

Discover how to connect Xero to Power BI Desktop in just a few minutes and start creating powerful, real-time financial reports. This step-by-step guide walks you through the setup process, highlights common pitfalls to avoid, and shows you how to unlock actionable insights from your Xero data—no coding required. Perfect for finance teams and business owners looking to make smarter, data-driven decisions.

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How To Change Currency Symbol In Power BI
Xero and Power BI connector

How to Change the Currency Symbol in Power BI

Learn how to easily change the currency symbol in Power BI with our simple tutorial. Enhance financial reporting accuracy using Connectorly integrations for Xero, HubSpot, Microsoft 365, Datto RMM, and access our free templates.

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Demo Company Balance Sheet
Xero and Power BI connector

How to Build a Flexible Balance Sheet with Xero and Power BI

Unlock the Power of Your Financial Data: Build a Flexible Balance Sheet with Connectorly for Xero and Microsoft Power BI. Easily connect your Xero data to Microsoft Power BI and start building insightful reports in just a few clicks. Tailor your balance sheet to fit different scenarios with Connectorly’s dynamic data connections and Power BI’s visualization tools. Discover why the balance sheet is essential for understanding your company’s financial position and how Connectorly can help you quickly build and customize it to meet your unique business needs. Consolidate balance sheets across multiple Xero accounts, create custom views, and gain deeper insights into your financials. Try Connectorly for free today and transform your financial data into actionable insights.

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dashboard-user-panel-template
Xero and Power BI connector

How Can You Identify Values Missing From a Table in Microsoft Power BI Desktop?

Connectorly offers a hassle-free solution to integrate business software systems with their no-code approach. They provide connectors for Dynamics 365, Xero, LeadForensics, HubSpot and Power BI. These connectors will help businesses increase their productivity by connecting all essential systems without any downtime. Connectorly’s team is readily available to assist users through live chat and email. Their website also has useful resources users can access to simplify installation. With registered office located in Kent, Connectorly is an essential tool for businesses looking to simplify their software integration needs.

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