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.
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!
How to Connect Your HubSpot to Power BI and Get Better Insight on Your Sales
Unlock deeper insights into your sales performance by connecting HubSpot to Microsoft Power BI. In this guide, we show you the easiest way to integrate the two platforms, automate your data flow, and create interactive dashboards that help you track KPIs, identify trends, and make smarter business decisions.
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.
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.
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 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.
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.
Integrating Dynamics 365 with Xero Using the Connectorly Platform
Integrate Dynamics 365 with Xero quickly and securely using the Connectorly platform. Easily automate data syncing between your business systems for improved efficiency.