It is now possible to get live Xero data into Power BI and Excel using OdataLink.
This will allow you to start creating dashboards and reports using Microsoft Power BI and Excel using most data endpoints available in Xero.
Initially, we chose to focus on providing the most amount of accounting data in the shortest possible time. As such, there are some still some endpoints that need to be added.
For now, the accounting data available from Xero includes:
- Invoices (which provides both Sales and Purchases)
- Payments, Prepayments, Overpayments and Credit Notes
- Purchase Orders and Sales Quotes
- And Meta Data such as Accounts, Contacts, Items, Tracking Categories, etc.
We will be adding additional endpoints soon, including Journals and Reports (such as Profit and Loss and Balance Sheet).
We chose not include Reports yet because the format that Xero provides does not lend itself to being consumed easily within Power BI, Power Query and Excel. As such, we will be building a translation layer so those reports are in a much more useable format.
We chose not to include Journals just yet due to performance reasons. The default filtering available from Xero does not lend to paging or filtering the data. Unfortunately, this is not likely to change in the near future. As such, pulling Journals is particularly slow.
We will also aim to integrate with the Xero Payroll, Assets and Projects API eventually.
Get Started with Xero
Start integrating with Xero and OdataLink today!