Connecting Xero to Power Bi through Accounting Bi

May 2, 2022

To start the process, you must:

Connect your Xero account to AccountingBi.
Call data reports from Xero to AccountingBi.

Read our article, or watch the video (below) to see how the process works.

How to connect Xero to Power Bi Desktop

Follow the following process:

Launch Power Bi Desktop.
Navigate to 'Get Data' tab and click.

From the Get Data popup window, select 'Web' to highlight it. You can type the word in the search filter in the popup window to ease access.

Click 'Connect'.

A pop-up window will appear. Click on the tiny circle next to 'Advanced' to select Advanced Settings.

To populate the data in the blank boxes, sign in to your AccountingBi Account.

From your dashboard, click 'My Bearer Token.'

Copy the 'API URL.'

Go back to Power Bi desktop and paste the URL under 'URL parts.'

Type the word Authorization (must be the US spelling) in the 'HTTP Request Header Parameters' section – the box on the left.

Type 'Bearer' (with a capital letter 'B') and remember to leave a space after typing it.

Go back to your Accounting Bi account to get the 'bearer token', then copy the token link.

Paste your token to the 'HTTP Request Header Parameters' section in Power Bi – the box on the right.

Click 'Ok' to allow Power Bi to start communicating with the Accounting Bi API and begin loading data.

The next screen will show you the reports that you had already queried from Xero through Accounting Bi.

From the reports window of your choice, click on the two arrows that are pointing in opposite directions.

From the drop-down menu, select Expand to New Rows.

Click on the two arrows that are pointing in opposite directions.

You will see your data columns in the subsequent drop down.

Click OK.

Click the Close & Apply drop down menu and select Close & Apply.

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