Connectorly vs Zapier for Connecting Xero to Power BI: What’s the Difference?
Choosing between Connectorly and Zapier to connect Xero to Power BI? Learn the key differences between automation tools and reporting connectors, and which one is better for financial dashboards.
Connectorly vs Manual Excel Export from Xero: Which Is Better for Financial Reporting?
Is exporting from Xero to Excel still the best way to build financial reports? In this comparison, we break down manual Excel exports vs Connectorly for Power BI, covering consolidation, reporting currency, automation, and scalability — so you can choose the right approach for your finance team.
Understanding Prebuilt Power BI Measures for Xero Reporting with Connectorly
Explore the key prebuilt DAX measures included in Connectorly’s free Power BI templates for Xero. This guide explains the calculation logic and business purpose behind essential financial, revenue, customer, and performance KPIs, helping you get more value from your data out of the box.
How to Create a Running Total and Top N Customers in Power BI with DAX
Learn how to create running totals and highlight top customers in Power BI using DAX. This step-by-step guide shows practical examples for finance and sales reporting, helping you turn raw data into clear, actionable insights.
How and Why to Create Apps in Power BI?
Power BI Apps offer a clean, consistent way to share reports across your organisation without exposing draft content or risking accidental changes. If you manage dashboards for finance, sales, or operations—especially using Xero or HubSpot data—Apps help ensure stakeholders always see accurate, curated insights. This guide explains why Apps matter and how to set them up properly.
How to Expand JSON Data in Power BI Desktop
Learn how to expand JSON fields in Power BI Desktop using HubSpot data. A practical guide with Connectorly for HubSpot & Power BI.
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.
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.
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.
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.
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.
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.
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.
🔍 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.
How To Manage Credentials and Automatic Refresh in Power BI Online
Keeping your Power BI reports current doesn’t have to be a struggle. This guide walks you through how to securely manage data source credentials and set up automatic refreshes in Power BI Online—so your insights are always accurate, timely, and stress-free.
How to update datasource settings in Microsoft Power BI desktop
https://youtu.be/20N8293ffL4 Managing your data source credentials in Power BI is crucial for maintaining secure and accurate data connections. In our latest video tutorial, we guide you through the process of updating your data source credentials in Power BI, ensuring your reports remain reliable and up-to-date. Why Update Data Source Credentials in Power BI? Power BI […]
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.
Creating and Utilizing Views in Power BI Desktop with Connectorly for Xero & Power BI
Unlock powerful insights by creating and leveraging views in Power BI Desktop with Connectorly for Xero and Power BI.